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When to use webhooks

Have you ever wanted to collect data during a process and send it to another service? With Tallyfy’s webhooks feature, you can easily accomplish this.

​​ When a process is launched

This webhook is triggered when the first task of a process is completed, regardless of the task’s position. It’s a great way to keep track of the progress and gather important data.

​​ When a specific task in a process is completed

This webhook triggers when a specific task is completed. It allows you to stay updated on important milestones in your process.

If you want to see more examples and learn how to use our webhooks, watch our tutorial videos below. They demonstrate practical use-cases and provide step-by-step instructions.

​​ Example - How to export data from a task to a spreadsheet

Exporting form field values from Tallyfy to a spreadsheet? We’ve got you covered! Watch this video to learn how.

​​ Example - How to automatically launch a new process after a task is completed

Automatically launch a new process when a task is completed. Learn how with this video.

​​ Example - Send form field data from multiple tasks via a webhook

Connect your Tallyfy template to a middleware system and easily send form data from previous steps to other services. Watch this video to find out how.

​​ Example - How to send an email to anyone when a task is completed

Want to trigger an email notification when a task is completed? Watch this video to see how it’s done.

In case you’re curious about the information passed along in a webhook, we’ve got you covered. Please refer to the table below for details:

📌 Webhook-Sample.json

Tallyfy allows you to choose between two date formats for your webhooks. Take a look at the screenshots below to see how they appear:



A note on security - our webhooks come with a header X-Tallyfy-OrgID which contains your organization ID - offering an extra layer of authentication.