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Launch via a schedule

How can I launch Tallyfy processes on a recurring schedule for automation?

What prerequisites are needed for scheduled process launches?

Before setting up scheduled process launches, make sure you have:

  • A Tallyfy® account with the right permissions for process management.
  • Process templates ready for scheduled launch with complete configuration.
  • Access to middleware platforms (like Zapier, Make.com) or API capabilities for automation.
  • A clear idea of your schedule needs (e.g., daily, weekly, monthly) based on business requirements.

These requirements ensure successful implementation of automated recurring workflows.

Why is recurring Tallyfy process scheduling essential for business operations?

For workflows that need to repeat on a consistent schedule (daily, weekly, monthly), setting up automatic launches improves consistency and reduces manual work. Scheduled launches ensure important business processes run on time - without needing someone to start them manually.

This automation eliminates human error and ensures critical workflows never get missed due to oversight or absence.

What implementation options are available for recurring process scheduling?

Repeating processes can be set up in several ways based on your technical capabilities and infrastructure:

1. How can middleware platforms enable automated scheduling?

Use scheduling features in tools like Zapier, Make.com, or Microsoft Power Automate for user-friendly automation.

Implementation steps:

  1. Sign up for your chosen middleware platform.
  2. Connect it to your Tallyfy account.
  3. Create a new workflow/scenario with a schedule trigger.
  4. Set the schedule (time, day, frequency).
  5. Add a Tallyfy action to launch a specific process.
  6. Set the process name format and fill any required fields.
  7. Test and turn on the scheduled launch.

Example: Daily equipment check

Trigger: Schedule (Every day at 8:00 AM)
Action: [Launch](/products/pro/launching/) Tallyfy [process](/products/pro/tracking-and-tasks/processes/)
Template: Equipment Safety Check
Process name: Equipment Check - {date}

2. How can I implement API-based scheduling for custom solutions?

Build a custom solution using the Tallyfy API and a scheduler on your server for maximum control and flexibility.

Implementation steps:

  1. Write a server-side script that calls the Tallyfy API.
  2. Set up the script to launch specific process templates.
  3. Set up a task scheduler (like cron job, Windows Task Scheduler).
  4. Schedule the script to run at the desired times.
  5. Add logging and error handling.
  6. Test thoroughly.

Example: Node.js script

const cron = require('node-cron');
const axios = require('axios');


// Schedule task to run at 9:00 AM every Monday
cron.schedule('0 9 * * 1', async () => {
  try {
    await axios.post('https://go.tallyfy.com/api/processes', {
      template_id: 'your-template-id',
      name: `Weekly Report - ${new Date().toLocaleDateString()}`
    }, {
      headers: {
        'Authorization': 'Bearer YOUR_API_TOKEN',
        'Content-Type': 'application/json'
      }
    });
    console.log('Weekly report process launched successfully');
  } catch (error) {
    console.error('Failed to launch process:', error);
  }
});

3. How can integrated workflows leverage existing business systems?

Connect to existing systems in your company (like ERP, HRIS) that can trigger Tallyfy processes for seamless enterprise integration.

Implementation steps:

  1. Identify scheduling systems already used (ERP, HRIS, etc.).
  2. Set up integration points between these systems and Tallyfy.
  3. Trigger based on scheduled events in those systems.
  4. Map data from the source system to Tallyfy process fields.
  5. Test the integration thoroughly.

The simplest current solution is to use middleware schedulers for ease of setup and maintenance. For a detailed example, see our Monthly Process Launch with Zapier guide for step-by-step implementation.

This approach requires minimal technical expertise while providing robust scheduling capabilities.

What are common business use cases for scheduled process launches?

Process TypeFrequencyExample Implementation
Compliance auditsMonthlySchedule equipment inspection process on the 1st of each month for regulatory adherence
Financial reportingWeeklyLaunch expense approval workflow every Friday at 4:00 PM for consistent reporting
Team updatesDailyTrigger daily standup checklist each morning at 9:00 AM for team coordination
Maintenance checksQuarterlySchedule facility inspection process on the first day of each quarter for preventive maintenance
Client reviewsAnnuallyLaunch client satisfaction survey process on client anniversary dates for relationship management

These examples demonstrate how scheduled launches support various business functions and compliance requirements.

Launching > Automatically schedule a process

Tallyfy users can schedule automatic process launches by connecting their account to middleware services like Zapier Make or Power Automate which provide scheduling triggers that launch specific process templates at predetermined intervals.

Triggers > Launch via middleware

Middleware platforms enable automated process launching in Tallyfy by connecting external applications through triggers that watch for events and automatically initiate workflows with mapped data transfer capabilities.

Triggers > Launch via API

Tallyfy’s API enables automated process launching through REST endpoints that integrate with external systems to trigger workflows based on events conditions or schedules while supporting data pre-population and custom process parameters for enterprise-grade automation.
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