Skip to content
Tallyfy

Launch from a form

Launch a Tallyfy process from an external web form

You can connect an external web form (your website, Typeform, Google Forms, etc.) to Tallyfy so that form submissions trigger a process launch - with form field data filled in automatically.

There are two approaches:

  1. Public kick-off form link - share your template’s public kick-off URL so anyone can fill it out and launch a process as a guest.
  2. Magic link with pre-filled fields - build a URL that pre-fills kick-off form fields for logged-in Tallyfy users, using the ko_fields parameter.

Approach 1 - Public kick-off form link

This is the simplest method. Tallyfy generates a public URL for your template’s kick-off form. Anyone with the link can submit the form and launch a process - no Tallyfy login required.

  1. Create a process template with kick-off form fields.
  2. Open the template, go to the kick-off form step, and click Share.
  3. Copy the public kick-off link. It follows this format: https://go.tallyfy.com/public/library/{orgId}/blueprint/{templateId}/kick-off
  4. Redirect your web form’s submit action to this URL, or embed it on your website.

When someone visits the link, Tallyfy asks for their email, then shows the kick-off form. On submission, the process launches automatically.

Approach 2 - Magic link with pre-filled fields

For logged-in users, you can build a launch URL that pre-fills kick-off form values using the ko_fields query parameter. The ko_fields value is a JSON-encoded array where each element maps a field alias to its value.

  1. Create a template with kick-off form fields. Note each field’s alias (the internal identifier).
  2. Build the launch URL: https://go.tallyfy.com/#/org/{orgId}/process/{templateId}/create?ko_fields={json}&launchprocess=true
  3. The ko_fields parameter takes URL-encoded JSON. Each array element is an object like {"field_alias": "value"}.
  4. Set launchprocess=true to auto-launch. You can also set default_run_name to pre-fill the process name.

Example URL

If your template has kick-off fields with aliases customer_name and customer_email:

https://go.tallyfy.com/#/org/{orgId}/process/{templateId}/create?ko_fields=[{"customer_name":"John Doe"},{"customer_email":"john@example.com"}]&launchprocess=true

Triggers > Launch via a kick-off form

Kick-off forms in Tallyfy attach to process templates to collect essential information before workflows begin and can be shared publicly for external stakeholders to initiate processes while automatically launching trackable workflows upon submission.

Triggers > Launch via a magic link

Magic links are special URLs that enable logged-in Tallyfy users to automatically trigger actions like launching processes completing tasks adding comments or updating form fields when clicked from emails websites or other tools.

Launching > Triggers

Tallyfy offers seven flexible process launch triggers including manual buttons API calls email triggers magic links scheduled automation task completion chains and kick-off forms to accommodate different organizational needs and technical capabilities while enabling automatic data pre-population for smooth workflow initiation.

Pro > Launching

Launch a process in Tallyfy to turn a reusable template into an active tracked instance with assignments and deadlines - using manual, API, form, email, or magic link methods.
Get in touch
About Tallyfy