Tallyfy connects forms with the later workflow steps, creating visibility and accountability through the whole sequence from submission to completion. This turns separate form submissions into the first step of a structured, trackable process.
Form-to-process integration
The platform connects intake forms directly to later steps by:
Placing kick-off forms at the start of process templates.
Automatically starting defined workflows when a form is submitted.
Tracking progress through all following steps.
Making the entire process visible to relevant people.
Including external participants using guest access.
As a complete work intake software ↗, Tallyfy ensures all incoming requests are captured, routed, and tracked properly from start to finish.
Visibility throughout the process lifecycle
Unlike separate forms where visibility stops after submission, Tallyfy provides ongoing status tracking for everyone involved (internal and external). This eliminates the need for manual follow-ups about submission status.
Data continuity
Information collected in kick-off forms is available throughout the process:
Form field data flows automatically to later steps.
Variables can pull form field values into later steps.
All submitted info remains accessible to authorized people.
Submission verification
The system has validation features that help ensure real submissions:
Email verification for external guests.
Secure access control through verified email links.
Options for public access forms when needed.
Form migration options
You can migrate existing forms (web forms, Word/Excel/PDF docs, paper forms) into Tallyfy, using available conversion tools to help with the migration.
Forms in Tallyfy connect data collection directly to trackable workflows while offering features like email verification field validation conditional branching and automatic document generation to streamline information gathering and process execution.
Workflow automation platform Tallyfy helps organizations streamline operations by documenting processes tracking tasks in real-time and enabling continuous improvement through AI-powered automation and standardized templates.
Tallyfy streamlines complex approval workflows by enabling trackable processes with automated routing clear visibility real-time status updates and integrated communication tools for efficient decision-making across organizations.
Kick-off forms in Tallyfy enable data collection at the start of workflows and can be used internally or shared publicly to initiate processes automatically while tracking progress throughout the workflow lifecycle.
