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Tallyfy

Triggers

Process launch triggers

Triggers control how processes start in Tallyfy. Some are manual (a person clicks a button), others are automatic - fired by an event, a schedule, or another system.

What you need

  • A Tallyfy account with permission to launch processes
  • At least one template ready to launch

Available trigger methods

  • Manual launch - Click Launch on any template inside Tallyfy.
  • API trigger - Another system calls the Tallyfy API (POST /organizations/{org}/runs) to start a process programmatically.
  • Email trigger - Send an email to a template-specific Tallyfy address. The email subject becomes the process name.
  • Magic links - A special URL launches a process when clicked. You can embed these links in emails or websites and pre-fill data via URL parameters.
  • Recurring schedule - Tallyfy’s built-in scheduler launches processes automatically on hourly, daily, weekly, monthly, or yearly intervals.
  • Task completion trigger - Completing a specific task in one process auto-launches another process, creating a chain.
  • Kick-off form - Submitting a form (public or internal) launches the process and fills in kick-off fields from the submission.

Process trigger flow

All seven methods lead to the same result - a running process.

Diagram

Sending data when launching

Some triggers can pre-fill kick-off form fields automatically:

TriggerHow data is sent
API triggerInclude a prerun object in the API request body
Magic linksAppend data as URL query parameters
Kick-off formsForm field values map directly to kick-off fields

This cuts manual entry and reduces errors.

Picking the right trigger

Ask yourself:

  • What event should start the process - a person, another system, or a schedule?
  • Do you need data pre-filled automatically?
  • How technical is your team?
  • How often will the process run?

You’ll find setup details for each trigger type in the articles below.

Pro > Launching

Tallyfy lets you launch reusable templates into independent trackable processes, each with its…

Triggers > Launch via API

Tallyfy’s REST API lets you launch processes by sending a POST request with a template ID and…

Triggers > Email triggers

Launch a Tallyfy process by sending an email to a template’s unique trigger address. Tallyfy…
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