Starting a Tallyfy process from a web form submission
You can set up an external web form (like on your website, or using Typeform or Google Forms) so that when someone submits it, a Tallyfy process starts automatically, and answers from the form fill in specific Tallyfy fields. This saves time and avoids manual data entry.
What you need
A Tallyfy account with permission to launch processes.
An external web form (e.g., Typeform, Google Forms, your website form).
A Tallyfy process template with kick-off form fields that have the exact same internal names as the fields in your web form (or the names you will send in the URL parameters).
How to set it up
1. Prepare your Tallyfy template
Design the Tallyfy process template you want the web form to launch.
Add kick-off form fields to this template to capture the data from your web form.
Important: Make sure the internal names of these Tallyfy fields exactly match the field names you’ll send from your web form (e.g., if your web form field is named customer_email, the corresponding Tallyfy kick-off field must also be named customer_email).
2. Set up the web form / link
The goal is to make your web form’s “submit” action redirect the user to a special Tallyfy launch URL, adding the form answers to the end of the URL.
Get the launch URL for your Tallyfy template (often called a “Kick-off Form Link” or “Public Form Link”). Find it in the template’s Triggers settings.
Modify your web form so that upon submission, it sends the user to that Tallyfy URL.
Append the data from the web form fields to the end of the URL as query parameters. The format is ?fieldName1=value1&fieldName2=value2.
Important: The fieldName parts must exactly match the internal names of the kick-off form fields in your Tallyfy template.
Important: The value parts need to be URL-encoded if they contain spaces or special characters (e.g., a space becomes %20, the @ symbol becomes %40). Most web form tools or simple scripts handle URL encoding automatically.
Example URL
If your Tallyfy template kick-off link is https://example.tallyfy.com/launch/xyz and your template has kick-off fields named customer_name and customer_email, the final URL your web form should send the user to might look like:
When the user visits this URL, Tallyfy will automatically start the process and pre-fill the customer_name field with “John Doe” and the customer_email field with “john.doe@example.com”.
Kick-off forms in Tallyfy enable data collection at the start of workflow processes through customizable fields that can be shared internally or publicly while allowing tracking of progress throughout the process execution.
The process enables automatic document creation by connecting Tallyfy form field data to document generation services through middleware tools like Zapier or Microsoft Power Automate for seamless workflow automation.
A comprehensive walkthrough of setting up a custom Zapier integration that automates process launches in Tallyfy by connecting Google Forms responses with customizable process attributes and task assignments.
Tallyfy enables process initiation through email by providing unique addresses for templates allowing users to start workflows remotely while capturing email content and attachments into designated form fields.
