This API endpoint retrieves available process templates (called Blueprints or Checklists in the API) from an organization using a GET request with optional query parameters for filtering pagination and search functionality.
Managing templates (blueprints)
Tallyfy 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 Tallyfy API to create, retrieve, update, and manage these templates/blueprints. Refer to the individual pages for specific request details and code examples.
Code Samples > Managing processes (Runs)
The API helps process management by enabling users to launch retrieve update and control the lifecycle of running instances while providing integration capabilities for tasks templates and organizational tags.
This endpoint retrieves complete details for a specific process template by its unique ID and supports optional query parameters to include related data like steps tags and form fields in the response.
This endpoint enables updating existing process template properties by sending a PUT request with only the fields you want to modify such as title summary owner guidance or starred status while noting that updating user or group arrays will replace the entire existing list rather than adding to it.
Was this helpful?
About Tallyfy
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks