Processes can be initiated either manually or automatically through various triggers which enable data transfer from external systems into Tallyfy without manual data entry.
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
Starting a process through Tallyfy API requires obtaining an access token preparing JSON with process details and making a POST request to the API endpoint with appropriate headers and task assignment configurations.
Launching a process in Tallyfy involves selecting a template from the home screen naming it assigning tasks with deadlines and monitoring progress through the tracker view while managing hidden steps and making necessary adjustments.
The REST API at go.tallyfy.com/api requires an X-Tallyfy-Client header for making direct API calls and offers various integration options for developers and organizations.
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