Skip to content
Tallyfy

Structure intake

How does integrated form and process management work?

Tallyfy connects forms directly to later workflow steps, turning separate form submissions into the first step of a structured, trackable process. You’ll get full visibility and accountability from submission to completion.

How does form-to-process integration work?

Tallyfy 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 captures, routes, and tracks all incoming requests from start to finish.

How does Tallyfy provide visibility throughout the process lifecycle?

With standalone forms, visibility stops after submission. Tallyfy provides ongoing status tracking for everyone involved - both internal and external - so there’s no need for manual follow-ups about submission status.

How does data continuity work throughout processes?

Information collected in kick-off forms stays available throughout the process:

  • Form field data flows automatically to later steps.
  • Variables can pull form field values into later steps.
  • Webhooks can send form data to other systems.
  • All submitted info remains accessible to authorized people.

How does submission verification work?

Tallyfy includes validation features to help ensure real submissions:

  • Email verification for external guests.
  • Secure access control through verified email links.
  • Options for public access forms when needed.

What form migration options are available?

You can migrate existing forms - whether they’re web forms, Word/Excel/PDF docs, or paper forms - into Tallyfy. Conversion tools can help with the migration.

Introduction

Tallyfy turns business processes into self-running workflows in minutes. Create templates with…

Tutorials > Key features

Tallyfy turns static process documentation into dynamic, trackable workflows. Key features…
Get in touch
About Tallyfy