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Launch from a form

Launch a Tallyfy process from an external web form

You can connect an external web form (your website, Typeform, Google Forms, etc.) to Tallyfy so that form submissions trigger a process launch - with form field data filled in automatically.

There are two approaches:

  1. Public kick-off form link - share your template’s public kick-off URL so anyone can fill it out and launch a process as a guest.
  2. Magic link with pre-filled fields - build a URL that pre-fills kick-off form fields for logged-in Tallyfy users, using the ko_fields parameter.

Approach 1 - Public kick-off form link

This is the simplest method. Tallyfy generates a public URL for your template’s kick-off form. Anyone with the link can submit the form and launch a process - no Tallyfy login required.

  1. Create a process template with kick-off form fields.
  2. Open the template, go to the kick-off form step, and click Share.
  3. Copy the public kick-off link. It follows this format: https://go.tallyfy.com/public/library/{orgId}/blueprint/{templateId}/kick-off
  4. Redirect your web form’s submit action to this URL, or embed it on your website.

When someone visits the link, Tallyfy asks for their email, then shows the kick-off form. On submission, the process launches automatically.

Approach 2 - Magic link with pre-filled fields

For logged-in users, you can build a launch URL that pre-fills kick-off form values using the ko_fields query parameter. The ko_fields value is a JSON-encoded array where each element maps a field alias to its value.

  1. Create a template with kick-off form fields. Note each field’s alias (the internal identifier).
  2. Build the launch URL: https://go.tallyfy.com/#/org/{orgId}/process/{templateId}/create?ko_fields={json}&launchprocess=true
  3. The ko_fields parameter takes URL-encoded JSON. Each array element is an object like {"field_alias": "value"}.
  4. Set launchprocess=true to auto-launch. You can also set default_run_name to pre-fill the process name.

Example URL

If your template has kick-off fields with aliases customer_name and customer_email:

https://go.tallyfy.com/#/org/{orgId}/process/{templateId}/create?ko_fields=[{"customer_name":"John Doe"},{"customer_email":"john@example.com"}]&launchprocess=true

Triggers > Launch via a kick-off form

Kick-off forms in Tallyfy collect essential information at the start of a template and feed that data directly into subsequent workflow steps while also supporting public sharing so external users like customers or vendors can submit a form to automatically launch an internal process with email verification and progress tracking.

Triggers > Launch via a magic link

Magic links in Tallyfy are special URLs that let logged-in users trigger actions like launching processes or completing tasks simply by clicking a link and these can be embedded in emails or intranet pages with pre-filled data using URL parameters and JSON-encoded field values.

Launching > Triggers

Tallyfy offers seven ways to start a process — manually clicking launch or submitting a form or automatically through API calls and emails and magic links and recurring schedules and task completion chains — with some triggers able to pre-fill kick-off form data to cut manual entry and reduce errors.

Triggers > Launch via API

Tallyfy’s REST API lets you programmatically launch processes by sending a POST request with a template ID and optional pre-filled data so that external events like CRM deal closures or form submissions can automatically kick off tracked workflows with custom names and assignments and deadlines.
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