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! We offer two options for sending data through webhooks. Let’s dive into how you can use them to streamline your workflow.
When a Process or a Form 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 inside 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, check out our tutorial videos below. They demonstrate practical use-cases and provide step-by-step instructions.
A. How to export data from a Tallyfy Process Task to a spreadsheet
Exporting form field values from Tallyfy to a spreadsheet? We’ve got you covered! Watch this video to learn how.
B. How to automatically start a new Process after a Task in another Process is completed
Automate your workflow by automatically starting a new process when a task is completed. Learn how with this video.
C. How to send form fields from multiple Tasks via webhook
Connect your Tallyfy template to Zapier and easily send form contents from previous steps to other services. Watch this video to find out how.
D. 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:
Tallyfy allows you to choose between two date formats for your webhooks. Take a look at the screenshots below to see how they appear:
We prioritize your security, and all our webhooks come with a header X-Tallyfy-OrgID, offering an extra layer of authentication.
If you have questions or need assistance with a specific use case, don’t hesitate to reach out to our support team. We’re here to help!
Let Tallyfy’s webhooks supercharge your workflow today! 🚀