How does integrated form and process management work?
Tallyfy connects forms with the later workflow steps. This creates Tallyfy 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.
How does form-to-process integration work?
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 work intake software ↗, Tallyfy ensures all incoming requests are captured, routed, and tracked properly from start to finish.
How does Tallyfy provide 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.
How does data continuity work throughout processes?
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.
Tallyfy’s integrated approach to form building connects form submissions directly to trackable workflows while offering features like email verification conditional branching field validation and document generation to create seamless end-to-end processes rather than isolated data collection.
Tallyfy is a workflow management platform that solves business efficiency problems by helping non-technical users document standardize track and automate processes through AI-powered templates that ensure consistent execution and continuous improvement across organizations.
Kick-off forms in Tallyfy attach to process templates to collect essential information before workflow execution begins enabling both internal teams and external stakeholders to initiate processes while providing comprehensive data collection through various field types and seamless integration with subsequent workflow steps.
Process launching in Tallyfy transforms static workflow templates into active trackable processes with specific assignments and deadlines that operate independently with their own timeline participants and progress tracking.
