Tallyfy’s webhooks send JSON data to external URLs whenever key events happen - like a task getting completed or a process being launched. Pair this with a middleware tool (Zapier, Make, or Power Automate) and you can automatically fire off custom emails based on those events.
The webhook payload includes task details, form field values, assignee info, and process data - so your emails can pull in all the context they need.
What you need
A Tallyfy account on a paid plan.
An account with a middleware service (Zapier, Make, Power Automate, etc.).
A basic grasp of how webhooks and middleware automations work.
General setup steps
The exact steps vary by middleware tool, but here’s the overall flow:
Step 1: Get a webhook URL from your middleware tool
Go to your middleware tool (e.g., Zapier).
Start creating a new automation (e.g., a “Zap”).
Choose “Webhook” as the trigger.
Select “Catch Hook” or “Receive Webhook”.
Copy the unique webhook URL the tool gives you.
Step 2: Configure the webhook in Tallyfy
You can set webhooks at two levels in Tallyfy - on a specific step, or on the entire template.
Open the template and go to the step whose completion should trigger the email.
In the step’s settings, find the webhook option and turn it ON.
Paste the webhook URL from your middleware tool.
Send a test webhook to confirm your middleware receives it.
Tallyfy sends the webhook as a POST request with an X-Tallyfy-orgID header identifying your organization.
Step 3: Set up the email action in your middleware tool
Go back to your middleware tool.
Confirm it received test data from Tallyfy.
Add an “Action” step to your workflow.
Choose an email action (e.g., “Send Email via Gmail” or “Send Email with Outlook 365”).
Step 4: Customize your email
Set the TO address - you can pull this from the Tallyfy webhook data (e.g., an email captured in a form field or from the task’s assignee list).
Write the SUBJECT line using webhook data (e.g., “Task Completed: {{Process Name}}”).
Write the BODY using details from the payload - task name, who completed it, form field values, and a link back to the process.
Format as needed and add any extra links.
Testing and going live
Run a test process in Tallyfy and complete the trigger step.
Check that the email arrives and looks right.
Once it’s working, turn ON the automation in your middleware tool.
That’s it. Every time that step gets completed, your custom email fires automatically.
Tallyfy webhooks send JSON data to external URLs when workflow events occur - at template level (any step completion or process launch/completion) or step level (specific task completions) - with an organization ID header for security validation.
Tallyfy webhooks automatically send JSON data to external systems when workflow events occur including process launches and task completions with the payload containing all accumulated data from the process up to that point enabling real-time integrations through middleware tools like Zapier.
Tallyfy webhooks automatically send JSON data to external systems when workflow events occur enabling instant integration with middleware platforms custom APIs and serverless functions without requiring constant polling.
Power Automate connects email services like Outlook 365 with Tallyfy workflows - automatically launching processes from incoming emails, extracting data and attachments, and sending notifications based on task completions.