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Triggers

Understanding process launch 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.

What you need

  • A Tallyfy account with permission to launch processes.
  • Process templates ready to launch.
  • An idea of how you want your processes to start.

Different ways to trigger a process launch

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.

Sending data when launching

Some triggers let you send data automatically when the process starts:

Trigger TypeHow Data is Sent
API TriggersInclude data in the API call code.
Magic LinksAdd data as URL parameters to the web link.
Email TriggersTallyfy can sometimes extract data from the email body.
Web FormsPass form data via URL parameters.
Kick-off FormsForm data directly fills fields in the process.

This saves time and reduces errors by avoiding re-typing data.

Choosing the right trigger

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.

Pro > Launching

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 > Launch via API

The Tallyfy API enables automated process launches through REST endpoints by utilizing authentication credentials template IDs and JSON payloads to trigger workflows and integrate with external systems.

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.