Launching > Launch a process from a web form
Tallyfy enables automatic population of process fields by connecting web form submissions to workflow initiation through URL parameters and matching field names.
Structure intake
Tallyfy integrates forms with subsequent workflow processes, creating visibility and accountability throughout the entire sequence from initial submission to completion. This approach transforms standalone form submissions into the first step of a structured, trackable process.
The platform connects intake forms directly to downstream processes by:
- Placing kick-off forms at the beginning of process templates
- Automatically initiating defined workflows upon form submission
- Tracking progress through all subsequent steps
- Making the entire process visible to relevant stakeholders
- Including external participants through guest access capabilities
As a comprehensive work intake software ↗ solution, Tallyfy ensures all incoming requests are properly captured, routed, and tracked from submission to completion.
Unlike standalone forms where visibility ends after submission, the integrated approach provides continuous status tracking for both internal and external participants. This eliminates the need for manual follow-up inquiries about submission status.
Information collected through kick-off forms remains accessible throughout the process:
- Form field data flows automatically to subsequent steps
- Variables can reference form field values in later stages
- Webhook functionality can transmit form data to external systems
- All submitted information remains accessible to authorized participants
The system includes validation capabilities that help ensure authentic submissions:
- Email verification for external participants
- Access control through verified email links
- Options for public access forms when appropriate
Existing forms from various formats can be migrated to the integrated system:
- Web forms
- Document-based forms (Word, Excel, PDF)
- Paper forms
- Conversion tools to facilitate migration
Real-time workflow monitoring enables automatic status tracking notifications for task assignments and standardized analysis of process performance to achieve predictable operational outcomes through documented execution.
The platform enables creation of standardized process templates through AI assistance document digitization multilingual support responsive design compliance tracking continuous improvement framework maintenance scheduling analytics integration and conditional logic capabilities.
The platform features a comprehensive navigation system with a left sidebar containing essential functions like process creation and task management along with a top bar offering search functionality language settings and notifications for streamlined workflow operations.
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