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.
- Launch via a kick-off form
- Launch via a magic link
- Launch via inbound email
- Launch via middleware
- Launch via a schedule
- Launch via API
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Triggers > Launch via API
Developers can conveniently launch a process using Tallyfy’s open API by sending the appropriate request payload.
Pro > Launching
Launching a process involves creating a unique instance of a template for a specific scenario, allowing multiple iterations to be run from the same template.
Triggers > Launch via inbound email
Tallyfy allows you to automatically launch a process by sending an email to a specific address.
Launching > Launch manually
A step-by-step guide on how to manually launch a process in Tallyfy, including naming, assigning tasks, setting deadlines, and tracking progress.