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Get & use a personal access token

The quickest way to authenticate with the Tallyfy API is using your personal access_token. This token acts on your behalf, granting API requests the same permissions you have within Tallyfy. No OAuth flow required for basic usage.

Getting your token

  1. Log in to your Tallyfy account at https://go.tallyfy.com/.
  2. Navigate to Settings > Integrations > REST API.
  3. Copy your personal access_token and store it securely.

Personal access tokens expire after 6 months from the time they’re issued.

Token invalidation on logout

Your personal access token is deleted when you log out of the Tallyfy web interface. This means any integrations using that token will stop working and return 401 errors.

To keep integrations stable - create a dedicated user account for API access that doesn’t log out. For production systems, consider the OAuth client credentials flow instead, which issues tokens independently of user sessions.

Using your token in API requests

Include these three headers with every request:

  • Authorization: Bearer {your_access_token}
  • Accept: application/json
  • X-Tallyfy-Client: APIClient (required - you’ll get 401 errors without it)

Here’s how to set these headers in different languages:

const accessToken = 'YOUR_PERSONAL_ACCESS_TOKEN';
const orgId = 'YOUR_ORGANIZATION_ID';
const apiUrl = `https://go.tallyfy.com/api/organizations/${orgId}/me/tasks`; // Example endpoint
const headers = new Headers();
headers.append('Authorization', `Bearer ${accessToken}`);
headers.append('Accept', 'application/json');
headers.append('X-Tallyfy-Client', 'APIClient');
fetch(apiUrl, {
method: 'GET',
headers: headers
})
.then(response => {
if (!response.ok) {
throw new Error(`HTTP error! status: ${response.status}`);
}
return response.json();
})
.then(data => {
console.log(data);
})
.catch(error => {
console.error('Error fetching data:', error);
});

Replace YOUR_PERSONAL_ACCESS_TOKEN and YOUR_ORGANIZATION_ID with your actual values before running any of these examples.


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 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 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.

Integrations > Open API

Tallyfy’s REST API gives developers full programmatic access to every core platform feature—including process management and task operations and user control and data export—using standard JSON responses and three authentication methods (user tokens and application tokens and OAuth) with required headers sent to a single production endpoint.