Process launching transforms static workflow templates into active projects by assigning tasks and deadlines to specific team members while maintaining independence between running processes and offering multiple launch methods including manual API triggers and automated schedules.
Triggers
Triggers are the different ways a process can be started (launched) in Tallyfy. Some triggers are manual (a person clicks a button), while others are automatic, starting a process based on an event or schedule.
- A Tallyfy account with permission to launch processes.
- Process templates ready to launch.
- An idea of how you want your processes to start.
Tallyfy provides several ways to start processes:
- Manual Launch: A user clicks the ‘Launch Process’ button in Tallyfy. Simple, direct way.
- API Trigger: Another system uses code (the Tallyfy API) to tell Tallyfy to start a process. Good for connecting Tallyfy to other business software.
- Email Trigger: Sending an email to a specific Tallyfy address automatically launches a process. Useful for starting workflows without logging into Tallyfy.
- Magic Links: Clicking a special web link (‘magic link’) launches a process. These links can be shared or embedded, and can pre-fill data.
- Schedule Trigger: Using middleware (like Zapier or Power Automate), you can schedule automatic launches (e.g., daily, weekly).
- Task Completion Trigger: Completing a specific task in one process can launch another process. Good for linking workflows.
- Kick-off Form: Filling out a form (public or internal) launches the process, often pre-filling data from the form.
Some triggers let you send data automatically when the process starts:
| Trigger Type | How Data is Sent |
|---|---|
| API Triggers | Include data in the API call code. |
| Magic Links | Add data as URL parameters to the web link. |
| Email Triggers | Tallyfy can sometimes extract data from the email body. |
| Web Forms | Pass form data via URL parameters. |
| Kick-off Forms | Form data directly fills fields in the process. |
This saves time and reduces errors by avoiding re-typing data.
Think about:
- What event should start the process (a person, another system, a schedule)?
- Do you need to send data automatically when it starts?
- What technical skills are available on your team?
- How often will the process run?
See the specific articles in this section for details on how to set up each trigger type.
- Launch via a kick-off form
- Launch via a magic link
- Launch via a schedule
- Launch via API
- Launch via inbound email
- Launch via middleware
The Tallyfy API enables automated process launching through REST endpoints by using authentication credentials and template IDs to trigger workflows and integrate with external systems while supporting data population and customization options.
Triggers > Launch via a magic link
Magic links are special URLs that automate Tallyfy actions like creating tasks launching processes or updating fields when clicked by logged-in users through a simple web link integration.
Triggers > Launch via middleware
Middleware platforms enable automated process launches in Tallyfy by connecting external software events to trigger specific workflows and transfer data between systems without coding requirements.
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