Details about webhooks
Webhooks are automated messages sent from Tallyfy to external systems when specific events occur. They transmit JSON data packets to predefined URLs, enabling real-time integration with other applications without manual intervention. This guide explains how to configure and implement webhooks in Tallyfy.
Tallyfy offers two webhook configuration levels:
Template-level webhooks trigger when any step within a process is completed. They also trigger when a process is initially launched, before any tasks are even completed. They transmit the complete process data, including all form fields and step statuses.
Use cases:
- Track overall process progress in external systems
- Update dashboards when any step changes
- Trigger comprehensive data exports
- Capture new process launches in external systems
Step-level webhooks trigger when a specific step is completed. They provide targeted integration for individual tasks within a process.
Use cases:
- Send notifications at critical process milestones
- Trigger follow-up actions in other systems
- Export specific form field data collected at a particular step
- Navigate to the template you want to configure
- Click Edit to enter template editing mode
- Open the Advanced Settings drawer
- Locate the Webhooks section
- Toggle webhook functionality on
- Enter the destination URL in the Template webhook URL field
- Note the Template alias for reference in your integration

- Navigate to the template containing your target step
- Click Edit to enter template editing mode
- Select the specific step that should trigger the webhook
- Open the Advanced tab
- Toggle webhook functionality on
- Enter the destination URL in the webhook URL field
- Save your changes

This example demonstrates how to send automated notifications to a Slack channel when an employee completes an onboarding process in Tallyfy.
- Tallyfy account with Professional or Enterprise plan
- Zapier account (or alternative middleware like Make.com or Power Automate)
- Slack workspace with administrative access
- Sign in to your Zapier account
- Create a new Zap
- Select Webhooks by Zapier as the trigger app
- Choose Catch Hook as the trigger event

- Copy the custom webhook URL provided by Zapier (you’ll need this for Tallyfy)

- Add an action step to your Zap
- Select Slack as the action app
- Choose Send Channel Message as the action event

- Connect your Slack account if not already connected
- Configure the message:
- Select the destination channel (e.g., #general)
- Create a message template using webhook data
- Include relevant details like process name, step name, and assignee

- Navigate to your onboarding template in Tallyfy
- Enter Edit mode
- For template-level notifications:
- Open the Advanced Settings drawer
- Toggle webhooks on
- Paste the Zapier webhook URL into the Template webhook URL field
- For step-specific notifications:
- Select the final onboarding step
- Open the Advanced tab
- Toggle webhooks on
- Paste the Zapier webhook URL
- Save your changes
- Run your onboarding process
- Complete the relevant step
- Verify that the notification appears in your Slack channel

For webhook security, Tallyfy includes the X-Tallyfy-OrgID
header in all webhook requests. You can use this header to verify that incoming webhooks are legitimate by checking against your organization’s ID.

- Use HTTPS URLs for webhook destinations
- Implement webhook authentication in your receiving system
- Test webhooks thoroughly before relying on them in production
- Monitor webhook delivery using your middleware platform’s logging tools
- Consider implementing retry logic for failed webhook deliveries
Webhooks > Send emails using webhooks
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