Tallyfy offers multiple process launch methods including manual buttons API integration email triggers magic links scheduled launches task completion triggers and kick-off forms with options to automatically populate data during initiation.
Launch via middleware
- A Tallyfy account with permission to launch Tallyfy processes.
- An account with a middleware platform (e.g., Make.com, Power Automate, Zapier).
- A Tallyfy process template to launch automatically.
- Access to the system (e.g., CRM, form tool, database) that will trigger the launch.
Middleware tools act like a bridge between Tallyfy and other software. They watch for an event in another application (the “trigger”) and then automatically tell Tallyfy to start a specific process, often sending data too. This lets you start Tallyfy workflows based on outside events, without custom coding.
- Connect: Connect your middleware tool to Tallyfy and the other app using your account details.
- Trigger: Set up a trigger in the middleware – what event in the other app should start things? (e.g., “New contact added in HubSpot”, “Form submitted in Typeform”).
- Map Data: Tell the middleware how to map data from the trigger app to the fields in your Tallyfy kick-off form.
- Launch Action: Add an action in the middleware to “Launch Process” in Tallyfy, using the mapped data.
- Run: When the trigger happens, the middleware automatically launches the Tallyfy process with the data.
Middleware makes it easy to:
- Start Tallyfy processes based on events in other tools (new CRM deal, calendar event, database update).
- Automatically send data from those tools into the Tallyfy process.
- Automatically fill Tallyfy kick-off forms.
- Change data formats between systems if needed.
- Add logic (e.g., only launch the Tallyfy process if a certain condition is met in the other tool).
Middleware is great for connecting form tools (like Google Forms, Typeform) to Tallyfy. When someone submits the form, the middleware can take the answers and use them to launch a Tallyfy process.
| Form Tool | Connection Difficulty | Data Sent |
|---|---|---|
| Google Forms | Easy (Built-in Connector) | All form answers |
| Microsoft Forms | Easy (Built-in Connector) | All form answers |
| Typeform | Medium (Webhook) | All form answers |
| Wufoo | Medium (Webhook) | All form answers |
| Cognito Forms | Medium (Webhook) | All form answers |
- Make.com (Recommended): Very flexible, good for complex mapping.
- Microsoft Power Automate (Recommended): Good choice if you use Microsoft 365.
- Zapier: Simple, wide app support.
- Pabbly: Often affordable, good basic features.
- Workato / Tray.io: More powerful, for enterprise/complex needs.
Consider:
- How complex is the connection?
- What is your budget?
- Which apps do you use?
- How much data changing is needed?
- Team’s technical comfort.
- Plan: Decide which event/app should trigger which Tallyfy launch.
- Choose: Select your middleware tool.
- Build: Create the workflow/scenario: set trigger, add Tallyfy “Launch Process” action, map data.
- Test: Test to ensure processes launch correctly with the right data.
- Activate: Turn on your workflow/scenario.
See our specific guides for Zapier and Power Automate linked below or in the sidebar.
The Tallyfy API enables automated process launching through REST endpoints by utilizing authentication credentials template IDs and JSON requests to trigger workflows and integrate with external systems.
Launching > Automatically schedule a process
Middleware tools like Zapier Make or Power Automate enable automatic scheduling of recurring process launches in Tallyfy by setting up triggers and configuring process templates to execute at specified intervals.
Zapier > Action to 'Launch Process'
A comprehensive walkthrough of setting up a custom Zapier integration that automates process launches in Tallyfy by connecting Google Forms responses with customizable process attributes and task assignments.
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