Processes can be initiated both manually and automatically through various triggers like emails, magic links, or API integrations, eliminating manual data entry by allowing direct data transfer from external systems.
Launch via API
If you’re a developer and you’re currently integrating your own tools and applications with Tallyfy - you might want a convenient way of launching a process using the API.
For that, we have a dedicated article on how and what to send on the request payload. See this article to learn more about this.
Open Api > Launch a process using Tallyfy API
The article explains how to initiate a process through Tallyfy’s API by obtaining an access token, preparing JSON with necessary process details, and making a POST request with specific headers and parameters to the API endpoint.
Tallyfy offers a REST API at go.tallyfy.com/api with comprehensive integration capabilities, requiring the X-Tallyfy-Client header for successful API requests.
Launching a process in Tallyfy involves naming it, selecting assignees, setting deadlines, and monitoring progress through the Tracker view while managing hidden steps and making necessary adjustments to task assignments and timelines.
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