Skip to content
Tallyfy
Developers

Launch from a form

Launch a Tallyfy process from an external web form

Section titled “Launch a Tallyfy process from an external web form”

You can connect an external web form (your website, Typeform, Google Forms, etc.) to Tallyfy so that form submissions trigger a process launch, with form field data filled in automatically.

There are two approaches:

  1. Public kick-off form link - share your template’s public kick-off URL so anyone can fill it out and launch a process as a guest.
  2. Magic link with pre-filled fields - build a URL that pre-fills kick-off form fields for logged-in Tallyfy users, using the ko_fields parameter.

Approach 1 - public kick-off form link

Section titled “Approach 1 - public kick-off form link”

This is the simplest method. Tallyfy generates a public URL for your template’s kick-off form. Anyone with the link can submit the form and launch a process. You don’t need a Tallyfy login.

  1. Create a process template with kick-off form fields.
  2. Open the template in Edit mode, go to Triggers > Kick-off Form, switch Public Sharing on, and click Get Public Link.
  3. Copy the public kick-off link. It follows this format: https://go.tallyfy.com/public/library/{orgId}/blueprint/{templateId}/kick-off
  4. Redirect your web form’s submit action to this URL, or embed it on your website.

When someone visits the link, Tallyfy asks for their email and sends them a private link. That link opens the kick-off form, and the process launches when they submit it.

Approach 2 - magic link with pre-filled fields

Section titled “Approach 2 - magic link with pre-filled fields”

For logged-in users, you can build a launch URL that pre-fills kick-off form values using the ko_fields query parameter. The ko_fields value is a JSON-encoded array where each element maps a field alias to its value.

  1. Create a template with kick-off form fields. Note each field’s alias (the internal identifier).
  2. Build the launch URL: https://go.tallyfy.com/#/org/{orgId}/process/{templateId}/create?ko_fields={json}&launchprocess=true
  3. The ko_fields parameter takes URL-encoded JSON. Each array element is an object like {"field_alias": "value"}.
  4. Set launchprocess=true to auto-launch. You can also set default_run_name to pre-fill the process name.

Example URL

Section titled “Example URL”

If your template has kick-off fields with aliases customer_name and customer_email:

https://go.tallyfy.com/#/org/{orgId}/process/{templateId}/create?ko_fields=[{"customer_name":"John Doe"},{"customer_email":"john@example.com"}]&launchprocess=true
Section titled “Related articles”

Launching > Triggers

Tallyfy offers seven ways to start a process, from manual clicks and form submissions to API…

Triggers > Launch via API

Tallyfy’s REST API lets you launch processes by sending a POST request with a template ID and…
Get in touch
About Tallyfy