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.
Triggers
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.
- 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.
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.
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.
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.
- Launch via a kick-off form
- Launch via a magic link
- Launch via a schedule
- Launch via API
- Launch via inbound email
- Launch via middleware
Triggers > Launch via a magic link
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.
Triggers > Launch via middleware
Middleware platforms enable automated process launching in Tallyfy by connecting external applications through triggers that watch for events and automatically initiate workflows with mapped data transfer capabilities.
Triggers > Launch via inbound email
Tallyfy enables process launching through email triggers by assigning each template a unique email address where authorized organization members can send emails to automatically start workflows with the email subject becoming the process name and optional content capture into designated kick-off fields.
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