Triggers are different ways you can launch a process manually or automatically.
You can use automatic triggers to launch a process, such as via email or magic link if there’s no required kick-off fields set on the process.
Certain triggers like magic links or API triggers allow you to send in the data needed for kick-off fields from other systems into Tallyfy, avoiding the need for anyone to re-type data into kick-off fields.
Launching processes through email allows automatic initiation by sending messages to designated addresses while enabling email body and attachment capture into kick-off fields and task commenting through email responses.
Developers can initiate processes through Tallyfy’s API by following specific payload request instructions detailed in a dedicated documentation article.
A template serves as a blueprint that can be copied and executed multiple times to create unique processes tailored for specific scenarios while maintaining the original template intact for future use.
Launching a process in Tallyfy involves selecting a template from the home screen naming it assigning tasks with deadlines and monitoring progress through the tracker view while managing hidden steps and making necessary adjustments.
