Tallyfy integrates forms directly with the workflow steps that follow. Unlike standalone form tools, Tallyfy connects data collection to the actual work - forms trigger trackable processes automatically.
Form submission triggers processes
With standalone form tools, users often wonder what happens after they click submit. Tallyfy connects submission directly to a trackable workflow:
From “submit” to “submit and track”: Tallyfy links form submission to the first step of a visible, trackable workflow.
Integrated process context: Forms start processes that already have context and defined action steps.
End-to-end visibility: Submitters can see what happens to their request after submission.
Continuous visibility: Access status updates, approvals, and downstream task progress.
Tallyfy calls these initial forms “kick-off forms” because they start processes, not just collect data.
Email verification for public forms
Public forms can cause problems if submitters use fake or wrong email addresses:
Email verification: Tallyfy’s public kick-off forms include email verification to confirm submitters are genuine.
Secure access links: Submitters get unique links via email to access and finish forms.
Permanent tracking: This verification also lets submitters track the status of their submission later.
Reduced spam: Verification helps cut down on form spam and fake entries.
Selecting field types
Short text: For names, references, or short answers (max 200 characters).
Long text: For detailed descriptions or notes (max 6,000 characters).
Dropdown: For selecting one option from a predefined list.
Radio buttons: For choosing one option when only a few choices are available.
Checklist: For selecting multiple items or verifying steps.
Date: For capturing specific dates (e.g., deadlines, start dates).
File upload: For collecting documents or images.
Table: For structured data that repeats (like line items).
Assignee picker: For letting the submitter choose who should do a later task.
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.
Tallyfy’s integrated form and process management connects intake forms directly to workflow steps creating end-to-end visibility and accountability by automatically starting trackable processes when forms are submitted and maintaining data continuity throughout the entire sequence.
Tallyfy transforms complex approval workflows into trackable processes with clear visibility and accountability by providing kick-off forms conditional logic dynamic assignments real-time status tracking automated reminders and organized archiving to eliminate confusion and bottlenecks.
Tallyfy transforms static business documentation into live workflows through three template types - Procedure Templates for sequential processes Document Templates for reusable formatted content and Form Templates for data collection - ensuring consistent execution with real-time tracking and continuous improvement capabilities.
