Tallyfy lets you launch reusable templates into independent trackable processes, each with its…
Triggers
Process launch triggers
Section titled “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.
Available trigger methods
Section titled “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 - A middleware tool like Zapier, Make, or Power Automate (or a script that calls the Tallyfy API) launches the process on a schedule you set, such as daily, weekly, or monthly. See launch via a schedule.
- 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
Section titled “Process trigger flow”Sending data when launching
Section titled “Sending data when launching”Some triggers can pre-fill kick-off form fields automatically:
| Trigger | How data is sent |
|---|---|
| API trigger | Include a prerun object in the API request body |
| Magic links | Append data as URL query parameters |
| Kick-off forms | Form field values map directly to kick-off fields |
Picking the right trigger
Section titled “Picking the right trigger”- A person starts it - manual launch, or a public kick-off form for people outside your organization.
- Another system starts it - an API trigger or an email trigger.
- It runs on a timetable - a recurring schedule.
- Finishing a task starts it - a task completion trigger.
- Data must be filled in at launch - an API trigger, a magic link, or a kick-off form, as the table above shows.
You’ll find setup details for each trigger type in the articles below.
- Email triggers
- Launch via a kick-off form
- Launch via a magic link
- Launch via a schedule
- Launch via API
- Launch via middleware
Related articles
Section titled “Related articles” Tallyfy’s REST API lets you launch processes by sending a POST request with a template ID and…
Triggers > Launch via a magic link
Magic links in Tallyfy are special URLs that let logged-in users trigger actions like launching…
Launching > Launch from a form
External web forms can automatically launch Tallyfy processes. Use a public kick-off form link…
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