--- title: Action to 'Launch Process' · Tallyfy Pro description: Zapier's "Launch Process" action automatically starts a Tallyfy process from any trigger event by mapping external data into kick-off form fields and assignees. Any values set in the Zap override template defaults. lastUpdated: 2026-09-03T00:00:00.000Z source_url: html: https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-customize-your-tallyfy-zap-for-launch-process/ md: https://tallyfy.com/products/pro/integrations/middleware/zapier/how-to-customize-your-tallyfy-zap-for-launch-process/index.md --- ## Setting up the Launch Process action in Zapier The Zapier “Launch Process” action lets you automatically [launch a Tallyfy process](https://tallyfy.com/products/pro/launching/) whenever a trigger fires - like a Google Forms submission, a CRM deal closing, or a support ticket arriving. ### Example use cases * **CRM onboarding** - A new contact in Salesforce or HubSpot triggers a Tallyfy onboarding process with client data pre-filled. * **Sales-to-delivery handoff** - A deal marked “Closed Won” launches an implementation process, passing client details and timeline straight through. * **Support escalation** - A high-priority ticket spins up an incident response process with the right people assigned. Consider other middleware options Zapier works for simple connections, but we generally recommend [middleware](https://tallyfy.com/products/pro/integrations/middleware/) like **n8n**, **Make**, or **Microsoft Power Automate** for more capable, cost-effective integrations. If you’ve got development resources, Tallyfy’s [Open API](https://tallyfy.com/products/pro/integrations/open-api/) gives you full control. 1. Create a new Zap and pick your trigger app (Google Forms in this example). 2. Choose ‘New or Updated Response in Spreadsheet’ as the trigger event. ![Custom Zapier workflow setup view view view](https://screenshots.tallyfy.com/custom-tallyfy-zap-1.png) 3. Connect your Google account and select the spreadsheet with your form data. ![Custom Zapier workflow setup view view view](https://screenshots.tallyfy.com/custom-tallyfy-zap-2.png) 4. Pick the worksheet that holds the target data. ![Zapier custom action configuration with Tallyfy event trigger setup](https://screenshots.tallyfy.com/custom-tallyfy-zap-3.png) 5. Select a sample response - Zapier uses this to auto-populate fields in later steps. ![Zapier integration showing Tallyfy trigger configuration fields](https://screenshots.tallyfy.com/custom-tallyfy-zap-4.png) 6. Add an action step and choose **Tallyfy** as the app. 7. Select **Launch Process** as the action event. ![Zapier action configuration showing custom Tallyfy integration fields](https://screenshots.tallyfy.com/custom-tallyfy-zap-5.png) 8. Pick your Tallyfy account and choose the [template](https://tallyfy.com/products/pro/documenting/templates/) you want to launch. You can build a dynamic process name here - for example, combining the employee’s name and submission timestamp from the Google form. 9. Optionally add process notes. ![Zapier action customization form for launching Tallyfy process](https://screenshots.tallyfy.com/custom-tallyfy-zap-6.png) 10. Map trigger data into the Tallyfy [process](https://tallyfy.com/products/pro/tracking-and-tasks/processes/) kick-off form fields. ![Zapier custom Tallyfy integration configuration interface](https://screenshots.tallyfy.com/custom-tallyfy-zap-7.png) 11. Set step assignees. These can be [members](https://tallyfy.com/products/pro/documenting/members/) of your org or [guests](https://tallyfy.com/products/pro/documenting/guests/) (external email addresses). You can also search for and assign groups directly in Zapier. 12. Map any date fields from the trigger to set [task](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/) deadlines. ![Zapier action configuration showing Tallyfy task creation fields](https://screenshots.tallyfy.com/custom-tallyfy-zap-8.png) Zapier date format Zapier doesn’t support natural language dates like `2 days`, `2d`, or `5 weeks`. A deadline modifier like `-2d` appended to a date will throw an error - you need to pass actual date values. ### How Zap values interact with template defaults Any value you set in the Zap overrides the corresponding [template](https://tallyfy.com/products/pro/documenting/templates/) setting - including assignees, deadlines, and [form field](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/) values. Assignee behavior when fields are blank **Deadlines and assignees behave differently when you don’t fill them in:** * **Deadlines left blank** - the template’s default deadline applies. * **Assignees left blank** - Tallyfy’s middleware sends the request with `override_default_owners=true`, which means the API receives an empty assignee list. In practice, the API falls back to template assignees when the provided list is empty, but results can be unpredictable depending on template configuration. **What to do:** 1. **Set assignees explicitly** in your Zap for each step - this is the safest approach. 2. **Use automations** on your template to reassign tasks after launch if needed. 3. **Assign groups** - you can search for and assign Tallyfy groups directly in the Zap. Passing checklist values To fill out a checklist [form field](https://tallyfy.com/products/pro/tracking-and-tasks/tasks/what-are-form-fields-in-tallyfy/) when [launching a process](https://tallyfy.com/products/pro/launching/) via Zapier, pass comma-separated values from your trigger source. The items you pass become the “checked” entries in the checklist. ## Related articles [**Triggers > Launch via middleware**](https://tallyfy.com/products/pro/launching/triggers/via-middleware/) Middleware platforms like Zapier and Make.com let you automatically launch Tallyfy processes… [**Zapier > Zapier actions and triggers**](https://tallyfy.com/products/pro/integrations/middleware/zapier/zapier-actions-and-triggers/) The Zapier integration for Tallyfy grew from a small set of actions to a full set covering… [**Triggers > Launch via API**](https://tallyfy.com/products/pro/launching/triggers/via-api/) Tallyfy’s REST API lets you launch processes by sending a POST request with a template ID and… [**Zapier > Tallyfy and Zapier**](https://tallyfy.com/products/pro/integrations/middleware/zapier/how-can-i-improve-task-management-with-tallyfy/) Tallyfy paired with Zapier lets your team handle the human side of work like judgment and… ## Was this helpful?