Triggers control how processes start in Tallyfy. Some are manual (a person clicks a button), others are automatic - fired by an event, a schedule, or another system.
What you need
A Tallyfy account with permission to launch processes
At least one template ready to launch
Available trigger methods
Manual launch - Click Launch on any template inside Tallyfy.
API trigger - Another system calls the Tallyfy API (POST /organizations/{org}/runs) to start a process programmatically.
Email trigger - Send an email to a template-specific Tallyfy address. The email subject becomes the process name.
Magic links - A special URL launches a process when clicked. You can embed these links in emails or websites and pre-fill data via URL parameters.
Recurring schedule - Tallyfy’s built-in scheduler launches processes automatically on hourly, daily, weekly, monthly, or yearly intervals.
Task completion trigger - Completing a specific task in one process auto-launches another process, creating a chain.
Kick-off form - Submitting a form (public or internal) launches the process and fills in kick-off fields from the submission.
Process trigger flow
All seven methods lead to the same result - a running process.
Sending data when launching
Some triggers can pre-fill kick-off form fields automatically:
Trigger
How data is sent
API trigger
Include a prerun object in the API request body
Magic links
Append data as URL query parameters
Kick-off forms
Form field values map directly to kick-off fields
This cuts manual entry and reduces errors.
Picking the right trigger
Ask yourself:
What event should start the process - a person, another system, or a schedule?
Do you need data pre-filled automatically?
How technical is your team?
How often will the process run?
See the articles below for setup details on each trigger type.
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.
Tallyfy lets you launch reusable templates into independent trackable processes — each with its own name and deadlines and assignments — through six different methods including manual clicks and API calls and email triggers and magic links while template edits only affect future launches and never alter already-running work.
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.
External web forms can automatically launch Tallyfy processes either through a public kick-off form link that anyone can access without logging in or through a magic link with pre-filled fields using JSON-encoded parameters for logged-in users.
