Skip to content

Launch via inbound email

Automatically launch a process via email

You can launch a process automatically by sending an email to a specific email address.

  • To find this address. Go to the edit view of the template you want to add a trigger and select Other options in the triggers section.
Image

  • Then, select the Via inbound email option. You should be able to see the email address you have to mail in order to launch your process!

  • You can also capture the email body and attachments into a kick-off form field - illustrated on the trigger itself. If the two specially named kick-off fields do not exist - you will be invited to create them with a link named “CREATE IT NOW”

More details on launching via email

Tallyfy makes launching a process via email super simple. Just send an email to a specific address, and the process will start automatically!

The email address format is:

bot+[TemplateID]-launch@tallyfy.com

To find the TemplateID, check the URL when editing your template:

There’s a number of important things to keep in mind:

  1. If the organization ID doesn’t exist, we’ll send you a failure message.
  2. If the template ID doesn’t exist, we’ll also send you a failure message.
  3. Make sure the FROM address matches the email address of a member in the organization. We do this for security reasons - non-members can’t launch processes.
  4. If the template requires kick-off form fields, you’ll need to fill them out manually. We’ll send you a failure message if you don’t.
  5. The subject line of your email will become the name of the process.

You can even include the email body and attachments as kick-off form fields.

Adding a comment to a task via an email response

When it comes to replying to a task via email, simply add your comment to the body of the email.

Tallyfy will automatically add it as a comment to the task.

The format of the FROM address should be this:

bot+TASKID-comment-task@tallyfy.com

The body of the email is used as the body of your comment, not the subject line.

Launching > Triggers

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.

Triggers > Launch via API

Developers can utilize Tallyfy’s open API to programmatically launch processes by sending specific request payloads and following the documented integration guidelines.

Triggers > Launch via a kick-off form

Kick-off forms streamline process initiation by collecting necessary information, offering public accessibility, and providing tracking capabilities through a permanent guest link that enables submitters to monitor their submissions and subsequent tasks.
Get in touch
About Tallyfy