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 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.

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.

• Launch via a kick-off form
• Launch via a magic link
• Launch via API
• Launch via inbound email
• Launch via middleware
• Launch via a schedule

Related articles

Triggers > Launch via middleware

Middleware platforms enable automatic process launches in Tallyfy by connecting external applications through triggers and data mapping without requiring custom code development.

Pro > Launching

Process launching transforms static workflow templates into active projects by assigning tasks and creating unique instances that can be initiated through manual or automated triggers while maintaining independence from the original template.

Triggers > Launch via API

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

Launching > Launch manually

Manual process launching in Tallyfy involves selecting a template from the Home screen or navigation bar naming the instance customizing settings and tracking progress through the Tracker view while allowing post-launch modifications and ad-hoc task additions.