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Launch via API

How can I launch processes via the Tallyfy® API for automation?

What prerequisites are needed for API-based process launching?

Before starting, make sure you have:

  • A Tallyfy® account with API access enabled for your account for technical integration.
  • API authentication credentials (API key or OAuth token) for secure access.
  • The ID of the template(s) you want to launch for proper targeting.
  • A basic understanding of REST API concepts and JSON for implementation.

These requirements ensure successful API integration and secure process automation.

How do API-triggered Tallyfy process launches enhance workflow automation?

Tallyfy’s REST API allows starting processes automatically using code - enabling sophisticated workflow automation. This enables smooth integration with other systems and allows building custom ways to launch processes based on external events or conditions.

API-triggered launches provide the highest level of automation flexibility for complex enterprise workflows.

What are the key implementation steps for API process launching?

  1. Get authentication details

    • Generate an API key (or set up OAuth) in your Tallyfy account settings.
    • Store credentials securely for making API requests.

  2. Find the process template ID

  3. Build the API request

    • Use the /api/processes endpoint with a POST request.
    • Include authentication headers.
    • Format the request body (JSON) with the template ID and process details.

  4. Handle the response

    • Get the Process ID from a successful response.
    • Add error handling for failed requests.

For full details, including request payload formats and authentication, see the API Process Launch Guide.

What key features does API launching provide for advanced automation?

Launching via the API offers several strategic benefits:

What automation capabilities are available?

  • Start processes based on events in other systems for real-time workflow initiation.
  • Schedule repeating process launches for recurring business activities.
  • Start many processes at once (bulk launch) for efficient batch processing.

How does data integration work?

  • Fill kick-off form fields with external data for seamless information transfer.
  • Send complex data structures into processes for sophisticated workflow parameterization.
  • Link Tallyfy processes to records in other systems (like a CRM) for comprehensive data connectivity.

What process customization options exist?

  • Use custom process names for dynamic identification and organization.
  • Control task assignments via code for intelligent resource allocation.
  • Set custom deadlines using logic for adaptive timeline management.

These capabilities enable enterprise-grade workflow automation with sophisticated business logic.

What does a sample API request look like?

POST /api/processes HTTP/1.1
Host: go.tallyfy.com/api
Authorization: Bearer YOUR_API_TOKEN
Content-Type: application/json


{
  "template_id": "your-template-id",
  "name": "API Triggered Process - Customer Onboarding",
  "kickoff_fields": {
    "customer_name": "Acme Corporation",
    "contract_value": 15000,
    "start_date": "2023-05-01T00:00:00.000Z"
  }
}

What are common business use cases for API-based Tallyfy process launching?

Launching via API is ideal for:

  • Connecting a CRM to start customer onboarding when new deals close.
  • Starting approval workflows from document management systems when documents are uploaded.
  • Starting inspection processes from IoT devices when sensors trigger alerts.
  • Creating processes from external form submissions for automated intake workflows.
  • Starting workflows from database changes for real-time process automation.

These use cases demonstrate how API launching enables seamless workflow integration across diverse business systems.

Launching > Triggers

Tallyfy process launch triggers offer multiple methods including manual buttons API calls email addresses magic links scheduled automation task completion events and kick-off forms to initiate workflows automatically or manually while enabling data pre-population and integration with external systems.

Workato > Launch Tallyfy processes from Workato

This guide demonstrates how to integrate Workato with Tallyfy to automatically launch processes by configuring HTTP connections setting up API authentication and mapping dynamic data from external systems to trigger workflows through REST API calls.

Pro > Launching

Process launching in Tallyfy transforms static workflow templates into active trackable processes with specific assignments and deadlines that operate independently with their own timeline participants and progress tracking.

Triggers > Launch via a schedule

Tallyfy processes can be automatically launched on recurring schedules through middleware platforms like Zapier or custom API solutions to ensure critical business workflows run consistently without manual intervention.
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