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Triggers

Triggers are ways to launch a process

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.

Triggers > Launch via inbound email

Process automation can be achieved by sending emails to specific addresses with the ability to include email content and attachments as form fields, while also allowing task comments through email responses.

Triggers > Launch via API

Developers can utilize Tallyfy’s open API to programmatically launch processes by sending specific request payloads and following the documented integration guidelines.

Pro > Launching

A template serves as a reusable blueprint that can spawn multiple unique processes, with changes to the template only affecting future process launches rather than existing ones.