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Open API

Tallyfy REST API overview

The Tallyfy REST API lets developers build custom integrations with core platform features through code.

Tallyfy’s “API-first” approach means the public API gives you the same functionality that powers our web app. Everything we built for ourselves, you get too. We depend on these APIs just as much as you do - so they’re stable and well-maintained. As an independent platform committed to data portability, we ensure you always have full programmatic access to your workflows and data.

API fundamentals

EnvironmentBase URLDocumentation
Productionhttps://go.tallyfy.com/api/Tallyfy API reference

Authentication methods

Tallyfy provides three authentication methods for API access:

  1. User token authentication - Get a token for a specific Tallyfy user (from their profile or through the API). Your app works with that user’s exact permissions.
    • Note: Personal access tokens are invalidated when users log out. For long-running automations, use application tokens instead.
  2. Application token authentication - Get app-level credentials (client ID and secret) so your application can act on behalf of multiple users. Ideal for server-to-server connections.
  3. OAuth authentication flow - The industry-standard way to let users grant your app access to their Tallyfy data without sharing passwords. Recommended for third-party apps. Learn more.

Required headers

Every API request must include these headers:

Authorization: Bearer {your_access_token}
Accept: application/json
X-Tallyfy-Client: APIClient

Available API operations

The API provides access to core Tallyfy features:

CategoryOperations
Process managementLaunch processes, monitor status, cancel runs
Task operationsComplete tasks, update form data, manage comments
User managementCreate/manage users, configure roles and permissions
Template controlCreate/update templates, manage steps and form fields
Data exportExport process data, retrieve reporting information
File managementUpload files, manage attachments

API response format

Tallyfy API responses follow standard conventions:

  • All data returns as JSON.
  • Standard HTTP status codes indicate outcomes (200 for success, 4xx/5xx for errors).
  • Error responses include clear error messages.
  • List endpoints support pagination.

Rate limits

Tallyfy enforces rate limits per organization. If you’re hitting limits regularly, implement caching or batching - and contact support for high-volume use cases.

Getting started

  1. Get your API credentials - Find your API keys/tokens at Settings > Integrations > REST API in Tallyfy.
  2. Read the API docs - Browse the official API reference for endpoint details.
  3. Check code examples - See practical examples on Tallyfy’s GitHub repo in various programming languages.

Open Api > API integration guide

The Tallyfy REST API enables workflow automation through two authentication methods (user-based tokens obtained from Settings or application-based OAuth credentials) requiring specific headers and proper token management while supporting multi-organization contexts and webhook integrations with standardized date formats.

Open Api > API usage as a third-party application instead of a user

Third-party applications integrate with Tallyfy’s API through the OAuth 2.0 client credentials flow - get client credentials from Tallyfy Support, authenticate for an app-level token, provision users programmatically, and generate user-specific tokens to perform API actions on behalf of individual users.

Code Samples > Authentication methods

Tallyfy’s API supports personal access tokens for quick user-level access and OAuth client credentials for server-to-server integrations, each requiring specific headers on every request.

Open Api > API code samples

Copy-paste code samples in JavaScript, Python, Java, Go, C++, and C# for every Tallyfy REST API resource - templates, processes, tasks, members, groups, guests, tags, and files.