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.
Integrate with Tallyfy using API
Welcome to Tallyfy! If you want to integrate our amazing features into your workflow, we’ve got you covered. Our open REST API allows you to explore and integrate with Tallyfy seamlessly. Exciting, right?
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.
To get started, you’ll need your access_token. If you’re on the PRO plan, this is your ticket to using our APIs. Don’t worry, we’ll show you how to get it.
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If you’re already a Tallyfy member, simply log in and go to Settings > Integrations > REST API. Voila! You’ll find your access_token there.
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For a detailed, step-by-step guide, check out this video:
If you’re building a dedicated integration or a client app, we’ve got you covered too. Just contact our amazing Tallyfy Support team with the required details, and they’ll provide you with the Client ID and Client Secret you need.
Need a newer access_token? No problem! Just use the refresh_token you received earlier and follow these simple steps:
For visual instructions, check out this video:
We want to make sure your date and timestamp formatting is spot on in our API. When making requests, use this format: “YYYY-DD-MM HH:MM:SS”. On the other hand, our API responds with this format: “YYYY-MM-DDThh:mm:ss.000Z”.
Did you know that you can emit step-level or process-level webhooks from Tallyfy without using the API?. You can learn how to set up webhooks here.
Tallyfy enables system integration through multiple methods including API webhooks middleware native connections email functionality analytics capabilities chat plugins and open-source resources.
Open Api > API usage as a third-party application instead of a user
Organizations can enable their applications to interact with Tallyfy through client credentials and user tokens to make API requests on behalf of their users without direct user involvement.
Open Api > Launch a process using Tallyfy API
Starting a process through Tallyfy API requires obtaining an access token preparing JSON with process details and making a POST request to the API endpoint with appropriate headers and task assignment configurations.
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