Launch via API

How to launch processes via the Tallyfy API

Requirements

Before starting, make sure you have:

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

API-triggered process launches

Tallyfy’s REST API allows starting processes automatically using code. This enables smooth integration with other systems and allows building custom ways to launch processes.

Implementation steps

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

   • Locate the Template ID (e.g., from the URL when viewing the template).
   • Note any kick-off form fields that need data.

3. Build the API request

   • Use the /api/v1/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.

Key features

Launching via the API offers several benefits:

Automation capabilities

• Start processes based on events in other systems.
• Schedule repeating process launches.
• Start many processes at once (bulk launch).

Data integration

• Fill kick-off form fields with external data.
• Send complex data structures into processes.
• Link Tallyfy processes to records in other systems (like a CRM).

Process customization

• Use custom process names.
• Control task assignments via code.
• Set custom deadlines using logic.

Sample API request

POST /api/v1/processes HTTP/1.1
Host: api.tallyfy.com
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"
  }
}

Common use cases

Launching via API is good for:

• Connecting a CRM to start customer onboarding.
• Starting approval workflows from document management systems.
• Starting inspection processes from IoT devices.
• Creating processes from external form submissions.
• Starting workflows from database changes.

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