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 attach to process templates to collect essential information before workflow execution begins enabling both internal teams and external stakeholders to initiate processes while providing comprehensive data collection through various field types and seamless integration with subsequent workflow steps.
Magic links are special URLs that automatically perform Tallyfy actions like creating tasks launching processes or completing workflows when clicked by logged-in users enabling seamless automation across emails websites and other tools.
Tallyfy process launch triggers offer multiple methods including manual buttons API calls email addresses magic links scheduled automation task completion events and kick-off forms to initiate workflows automatically or manually while enabling data pre-population and integration with external systems.
The Tallyfy API enables automated process launching through REST API calls with proper authentication and template IDs allowing seamless integration with external systems for sophisticated workflow automation including real-time triggers bulk launches and dynamic data population.
