Triggers are the different ways a process can be started (launched) in Tallyfy for workflow automation. Some triggers are manual (a person clicks a button), while others are automatic - starting a process based on an event or schedule.
This flexibility enables organizations to initiate workflows in ways that align with their specific operational needs and technical capabilities.
What prerequisites are needed for using process triggers?
A Tallyfy account with permission to launch processes for security compliance.
Process templates ready to launch with complete configuration.
A clear understanding of how you want your processes to start based on business requirements.
These prerequisites ensure successful trigger implementation and proper workflow automation.
What different methods are available to trigger Tallyfy process launches?
Tallyfy provides several flexible ways to start processes based on organizational needs:
Manual Launch: A user clicks the ‘Launch Process’ button in Tallyfy for direct, simple initiation.
API Trigger: Another system uses code (the Tallyfy API) to tell Tallyfy to start a process, enabling seamless integration with other business software.
Email Trigger: Sending an email to a specific Tallyfy address automatically launches a process, useful for starting workflows without logging into the platform.
Magic Links: Clicking a special web link (‘magic link’) launches a process with the ability to share or embed links and pre-fill data automatically.
Schedule Trigger: Using middleware (like Zapier or Power Automate), you can schedule automatic launches (e.g., daily, weekly) for recurring workflows.
Task Completion Trigger: Completing a specific task in one process can launch another process, enabling seamless workflow chaining.
Kick-off Form: Filling out a form (public or internal) launches the process while often pre-filling data from the form submission.
These diverse trigger options accommodate different automation scenarios and technical skill levels.
Process trigger flow visualization
This diagram shows how all seven trigger methods converge to launch a process in Tallyfy.
What to notice:
All seven trigger methods ultimately lead to the same outcome - launching a process
Some triggers (API, Magic Links, Forms) can automatically pass data to pre-fill process fields, while manual launch cannot
The mix of manual and automatic triggers provides flexibility for both technical and non-technical users
How can data be sent automatically when launching processes?
Some triggers let you send data automatically when the process starts, eliminating manual data entry:
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.
How should I choose the right trigger for my needs?
Consider these factors when selecting a trigger method:
What event should start the process (a person, another system, a schedule) based on your workflow requirements?
Do you need to send data automatically when it starts to reduce manual work?
What technical skills are available on your team for implementation and maintenance?
How often will the process run and what volume of launches do you expect?
These considerations help ensure you select the most appropriate trigger method for your specific organizational needs and technical capabilities.
See the specific articles in this section for detailed setup instructions for each trigger type.
Magic links are special URLs that automatically perform Tallyfy actions like creating tasks launching processes or completing workflows when clicked by logged-in users enabling seamless automation across emails websites and other tools.
Tallyfy’s API enables automated process launching through REST endpoints that integrate with external systems to trigger workflows based on events conditions or schedules while supporting data pre-population and custom process parameters for enterprise-grade automation.
Tallyfy’s process launching feature transforms reusable workflow templates into active trackable instances with specific assignments and deadlines that operate independently through multiple launch methods including manual API webhooks forms email triggers and magic links while allowing customization during launch and protecting running processes from template changes.
Middleware platforms enable automatic launching of Tallyfy workflows by connecting external applications as triggers and seamlessly transferring data between systems without requiring manual intervention or custom coding.
