Open API

Integrating with the Tallyfy REST API

The Tallyfy REST API lets developers interact with Tallyfy features using code. Because Tallyfy was built “API-first”, the web app you use actually uses this same public API. This means the API is well-tested and covers most core features.

Why the API is valuable

The Tallyfy API is essential for organizations that need customized workflow solutions beyond what’s available in the standard interface. It enables you to embed Tallyfy capabilities into your own applications, automate complex multi-system workflows, and create tailored experiences for your teams. Rather than forcing users to switch between systems, the API allows you to bring Tallyfy functionality directly into the tools they already use. This level of customization and automation can significantly improve adoption, productivity, and data consistency across your organization.

Using the API allows you to build custom connections, automate complex workflows between Tallyfy and other systems, and extend Tallyfy beyond its standard features.

(Note: This section is technical and intended for developers or those working with them.)

API Basics

Environment	Base URL	Documentation Link
Production	https://go.tallyfy.com/api/	Tallyfy API Reference ↗

How to authenticate (log in) to the API

Tallyfy offers three ways for your code to securely access the API:

1. User Token: Get a token for a specific Tallyfy user (from their profile or via API). Your code acts as that user, with their permissions.
2. Application Token (Enterprise Plans): Get credentials for your application itself (client ID & secret). Your app can act on behalf of multiple users. Good for server-to-server connections or apps used by many people.
3. OAuth Flow (Enterprise Plans): The standard secure way for users to grant your application access to their Tallyfy data without sharing their password. Recommended for third-party apps. Learn more.

Required information in API request headers

Every API request your code sends must include:

Authorization: Bearer {your_access_token}  // Your user or app token
Content-Type: application/json           // Tells Tallyfy you're sending JSON data
X-Tallyfy-Client: APIClient            // **Required** - Identifies the request source

X-Tallyfy-Client Header is Mandatory!

Your code must include the X-Tallyfy-Client: APIClient header. Requests without it will fail.

What You Can Do with the API

The API lets you control most Tallyfy features, including:

Category	Examples
Processes	Start processes, check status, cancel runs
Tasks	Complete tasks, update forms, add comments
Users	Create/manage users, set roles & permissions
Templates	Create/update templates, manage steps & settings
Data	Export process data, get analytics info
Files	Upload files, manage attachments

API Responses

When Tallyfy responds to your API request:

• It sends data in JSON format.
• It includes standard HTTP status codes (like 200 for success, 4xx/5xx for errors).
• Error responses include helpful messages.
• Lists of items (like tasks or processes) support paging (getting results in chunks).

API usage limits and rate limiting

To ensure stability, there are limits on how many API requests you can make:

• Max 100 requests per minute (per organization).
• Max 1,000 requests per hour (per organization).
• API responses tell you how close you are to the limit.

Getting Started with the API

1. Get your API keys/tokens from Settings > Integrations > REST API in Tallyfy.
2. Read the official API documentation ↗ for details on specific commands (endpoints).
3. Look at code examples on Tallyfy’s GitHub ↗.

Testing API Calls

Tallyfy doesn’t have a built-in API testing tool. Use standard developer tools like Postman, Insomnia, or command-line curl to experiment with API requests.

The articles below provide more details on specific API uses.

• API code samples
• API usage as a third-party application instead of a user
• Combining RPA systems and human operators
• Integrate with Tallyfy using the API
• OAuth authorization flow for third-party applications
• Sniff API calls using Chrome

Recommended next

After understanding the API basics, we recommend these next steps:

• Learn how to integrate with Tallyfy using the API for detailed authentication and request examples.
• If you’re building a multi-user application, explore API usage as a third-party application to understand client credentials flow.
• Check the API code samples for practical examples in various programming languages.

Related articles

Open Api > Integrate with Tallyfy using the API

The Tallyfy REST API enables workflow integration through user-based or application-based authentication methods while supporting multi-organization contexts and providing webhooks for event-driven functionality.

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

A detailed walkthrough for integrating third-party applications with Tallyfy API using client credentials to make API requests and manage users through secure token-based authentication and authorization flows.

Open Api > API code samples

The Tallyfy REST API documentation provides code samples across multiple programming languages for integrating with the platform using proper authentication headers and base URL endpoints.

Code Samples > Authentication methods

The Tallyfy API requires proper authentication through personal access tokens or OAuth flow along with specific headers to enable secure platform access and custom integrations.