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Archive or delete template

There are two ways to remove a template via the API:

  1. Archive (soft delete): Hides the template but keeps its data. Processes already launched from it keep running. Archived templates can be restored.
  2. Delete (permanent): Permanently removes the template and its associated data. This can’t be undone. The template must be archived first before it can be permanently deleted.

1. Archive a template

Endpoint

DELETE /organizations/{org_id}/checklists/{checklist_id}

This archives the specified template (soft delete).

Request

Replace {org_id} with your Organization ID and {checklist_id} with the template ID.

Headers
  • Authorization: Bearer {your_access_token}
  • Accept: application/json
  • X-Tallyfy-Client: APIClient
Body

No request body is needed.

Code samples

const accessToken = 'YOUR_PERSONAL_ACCESS_TOKEN';
const orgId = 'YOUR_ORGANIZATION_ID';
const checklistId = 'TEMPLATE_ID_TO_ARCHIVE';
const apiUrl = `https://go.tallyfy.com/api/organizations/${orgId}/checklists/${checklistId}`;
const headers = new Headers();
headers.append('Authorization', `Bearer ${accessToken}`);
headers.append('Accept', 'application/json');
headers.append('X-Tallyfy-Client', 'APIClient');
fetch(apiUrl, {
method: 'DELETE',
headers: headers
})
.then(response => {
if (!response.ok) {
return response.json().then(errData => {
throw new Error(`HTTP error! status: ${response.status}, message: ${JSON.stringify(errData)}`);
}).catch(() => {
throw new Error(`HTTP error! status: ${response.status}`);
});
}
console.log(`Successfully archived template ${checklistId}. Status: ${response.status}`);
return response.json();
})
.then(data => {
if (data) {
console.log('Response:', JSON.stringify(data, null, 2));
}
})
.catch(error => {
console.error('Error archiving template:', error);
});

Response

A successful archive returns 200 OK with a confirmation message and a list of deleted references (e.g., from automations or recurring jobs that referenced this template).

{
"message": "The Template was deleted, and references were also deleted from:",
"deleted_references": {}
}

2. Permanently delete a template

Endpoint

DELETE /organizations/{org_id}/checklists/{checklist_id}/delete

Note the extra /delete path segment compared to the archive endpoint.

Request

Replace {org_id} and {checklist_id} as appropriate.

Headers
  • Authorization: Bearer {your_access_token}
  • Accept: application/json
  • X-Tallyfy-Client: APIClient
Body

No request body is needed.

Code samples for delete

const accessToken = 'YOUR_PERSONAL_ACCESS_TOKEN';
const orgId = 'YOUR_ORGANIZATION_ID';
const checklistId = 'TEMPLATE_ID_TO_DELETE';
// Template must already be archived before permanent deletion
const apiUrl = `https://go.tallyfy.com/api/organizations/${orgId}/checklists/${checklistId}/delete`;
const headers = new Headers();
headers.append('Authorization', `Bearer ${accessToken}`);
headers.append('Accept', 'application/json');
headers.append('X-Tallyfy-Client', 'APIClient');
fetch(apiUrl, {
method: 'DELETE',
headers: headers
})
.then(response => {
if (!response.ok) {
return response.json()
.catch(() => response.text())
.then(errData => {
console.error(`Failed to delete template. Status: ${response.status}`, errData);
throw new Error(`HTTP error! status: ${response.status}`);
});
}
console.log(`Successfully deleted template ${checklistId}. Status: ${response.status}`);
return response.json();
})
.then(data => {
if (data) {
console.log('Response:', JSON.stringify(data, null, 2));
}
})
.catch(error => {
console.error(`Error deleting template ${checklistId}:`, error.message);
});

Response

A successful permanent deletion returns 200 OK. The response body contains a confirmation message and a list of deleted references. If the template isn’t archived yet, you’ll get an error - you must archive it first.

{
"message": "The Template was deleted, and references were also deleted from:",
"deleted_references": {}
}

Tasks > Archive task

Tallyfy’s API lets you soft-delete (archive) a standalone one-off task by sending a DELETE request to /organizations/[org_id]/tasks/[task_id] which hides it from default views while preserving all data and allowing restoration later through a separate restore endpoint.

Processes > Delete process

Tallyfy’s API lets admins permanently and irreversibly delete an already-archived process run along with all its associated tasks and data by sending a DELETE request to the /runs/[run_id]/delete endpoint with code samples provided in six languages.

Processes > Archive process

Tallyfy’s API lets you soft-delete (archive) a running process via a DELETE request so it disappears from default views while preserving all tasks and data intact and can be fully restored later using the activate endpoint.

Tags > Delete tag

Tallyfy’s DELETE endpoint at /organizations/[org_id]/tags/[tag_id] permanently removes a tag and all its associations with templates and processes and steps and tasks — returning a 204 No Content response even if the tag ID does not exist.