API usage as a third-party application instead of a user

On-Behalf-Of API Access

This feature helps any organization integrate Tallyfy into its own application or web app. By allowing them to provision their users internally into Tallyfy - they can also make requests to Tallyfy on behalf of their users, without the need for their users to interact with Tallyfy directly.

First steps - contact us

The first and most important step to enable this functionality is to contact us and request a Client Credentials grant key and secret.

This feature is available to paid/upgraded organizations, but not to free trials.

Once we’ve done the provisining on our end - we will get back to you with details.

Generate the application access token and make special requests

Important - if you make API calls directly to the Tallyfy API endpoint, you must supply an additional header in your requests X-Tallyfy-Client: APIClient otherwise your requests will be dropped.

1. Use this endpoint request to get an application access token:

POST: https://account.tallyfy.com/oauth/token

{
    "client_id": 1111,
    "client_secret": "hTWzy5rpY...",
    "grant_type": "client_credentials",
    "scope": "*"
}

2. Provision or add a new user to your organization

POST: https://go.tallyfy.com/api/applications/{orgID}/users

{
    "first_name": "Red",
    "last_name": "Blue",
    "email": "red.blue@myorganization.com",
    "role": "standard", // "admin", "light"
    "timezone": "CST" // not required
}

3. Generate an access token for a user from your organization

• POST: https://go.tallyfy.com/api/applications/{orgID}/users/{email}/token

• The user email must belong to your organization.
• A successful response will contain the access token of that user, which your application can use to do requests on behalf of that user.

Related articles

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

Organizations can seamlessly integrate Tallyfy into their applications by provisioning users and making API requests on their behalf through client credentials and user-specific access tokens.

Open Api > Integrate with Tallyfy using API

The Tallyfy API integration guide outlines how to access and utilize the REST API through authentication tokens date formatting specifications webhooks and provides comprehensive documentation for seamless workflow integration.

Integrations > Open API

The REST API at go.tallyfy.com/api requires an X-Tallyfy-Client header for making direct API calls and offers various integration options for developers and organizations.

Triggers > Launch via API

Developers can initiate processes through Tallyfy’s API by following specific payload request instructions detailed in a dedicated documentation article.