An API endpoint documentation for retrieving process templates from organizations with code examples in JavaScript Python Java and Go along with details about request headers query parameters and response format.
Managing templates (blueprints)
Process templates (referred to as “Checklists” or “Blueprints” in the API) define the structure of your repeatable processes. While in the Tallyfy user interface these are called Templates, the API endpoints consistently use the term Blueprints to refer to the same objects.
Use the API to create, retrieve, update, and manage these templates/blueprints. Refer to the individual pages for specific request details and code examples.
Tallyfy templates serve as reusable blueprints for standardizing business processes and documents to ensure consistent work execution while reducing errors and enabling efficient scaling across organizations.
Modify the details of an existing process template (blueprint).
This API endpoint enables creation of new process templates within organizations by sending a POST request with template configuration including title type ownership permissions and various customization options through multiple programming language implementations.
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