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Tallyfy

Launch via middleware

How can I launch Tallyfy processes using middleware?

What you’ll need

  • A Tallyfy account with launch permission (Admin, template owner, or granted PROCESS_LAUNCH access)
  • An account on a middleware platform (Make.com, Power Automate, or Zapier)
  • A published Tallyfy template ready to launch
  • Access to the external system that’ll trigger launches (CRM, form tool, database, etc.)

How middleware launching works

Middleware tools bridge Tallyfy and your other apps. They watch for an event in another application (the “trigger”), then automatically call the Tallyfy API to start a process - passing data along. No custom coding required.

The 5-step flow

  1. Connect - Link your middleware tool to Tallyfy and the trigger app using API credentials.
  2. Trigger - Pick the event that should start things (e.g., “New contact in HubSpot”, “Form submitted in Typeform”).
  3. Map data - Map fields from the trigger app to your Tallyfy kick-off form fields (the prerun data).
  4. Launch action - Add a “Launch Process” action pointing to your Tallyfy template’s checklist_id.
  5. Run - When the trigger fires, middleware auto-launches the Tallyfy process with mapped data.

Visualizing the middleware integration flow

This diagram shows how external applications trigger Tallyfy processes through middleware platforms.

Diagram

What to notice:

  • Middleware watches for events and translates between systems (steps 2-4)
  • Data mapping happens within the middleware before reaching Tallyfy
  • Once configured, everything runs automatically

What can middleware do with Tallyfy?

  • Launch Tallyfy processes from events in other tools (new CRM deal, calendar event, database update)
  • Pass external data straight into Tallyfy kick-off form fields
  • Transform data formats between systems when needed
  • Add conditional logic - only launch if certain criteria are met in the trigger app

Connecting online forms

When someone submits a form, middleware grabs the answers and launches a Tallyfy process automatically. It’s one of the most common use cases.

Form ToolConnection TypeData Sent
Google FormsBuilt-in connectorAll form answers
Microsoft FormsBuilt-in connectorAll form answers
TypeformWebhookAll form answers
WufooWebhookAll form answers
Cognito FormsWebhookAll form answers

Choosing a middleware platform

  • Make.com (Recommended) - Flexible, great for complex data mapping.
  • Microsoft Power Automate (Recommended) - Best if you’re already on Microsoft 365.
  • Zapier - Simple setup, wide app support.
  • Pabbly - Affordable, solid basics.
  • Workato / Tray.io - Enterprise-grade, for complex needs.

When deciding, think about: connection complexity, budget, which apps you already use, how much data transformation you need, and your team’s technical comfort.

Setting up middleware integration

  1. Plan - Decide which event/app should trigger which Tallyfy template launch.
  2. Choose - Pick your middleware tool.
  3. Build - Create the workflow: set a trigger, add a Tallyfy “Launch Process” action, map data fields.
  4. Test - Verify processes launch correctly with the right data.
  5. Activate - Turn on your workflow and monitor it.

See the middleware integration guide for platform-specific setup details.

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