How can I launch Tallyfy processes using middleware?
What you’ll need
A Tallyfy account with launch permission (Admin, template owner, or granted PROCESS_LAUNCH access)
An account on a middleware platform (Make.com, Power Automate, or Zapier)
A published Tallyfy template ready to launch
Access to the external system that’ll trigger launches (CRM, form tool, database, etc.)
How middleware launching works
Middleware tools bridge Tallyfy and your other apps. They watch for an event in another application (the “trigger”), then automatically call the Tallyfy API to start a process - passing data along. No custom coding required.
The 5-step flow
Connect - Link your middleware tool to Tallyfy and the trigger app using API credentials.
Trigger - Pick the event that should start things (e.g., “New contact in HubSpot”, “Form submitted in Typeform”).
Map data - Map fields from the trigger app to your Tallyfy kick-off form fields (the prerun data).
Launch action - Add a “Launch Process” action pointing to your Tallyfy template’s checklist_id.
Run - When the trigger fires, middleware auto-launches the Tallyfy process with mapped data.
Visualizing the middleware integration flow
This diagram shows how external applications trigger Tallyfy processes through middleware platforms.
What to notice:
Middleware watches for events and translates between systems (steps 2-4)
Data mapping happens within the middleware before reaching Tallyfy
Once configured, everything runs automatically
What can middleware do with Tallyfy?
Launch Tallyfy processes from events in other tools (new CRM deal, calendar event, database update)
Pass external data straight into Tallyfy kick-off form fields
Transform data formats between systems when needed
Add conditional logic - only launch if certain criteria are met in the trigger app
Connecting online forms
When someone submits a form, middleware grabs the answers and launches a Tallyfy process automatically. It’s one of the most common use cases.
Form Tool
Connection Type
Data Sent
Google Forms
Built-in connector
All form answers
Microsoft Forms
Built-in connector
All form answers
Typeform
Webhook
All form answers
Wufoo
Webhook
All form answers
Cognito Forms
Webhook
All form answers
Choosing a middleware platform
Make.com (Recommended) - Flexible, great for complex data mapping.
Microsoft Power Automate (Recommended) - Best if you’re already on Microsoft 365.
Zapier - Simple setup, wide app support.
Pabbly - Affordable, solid basics.
Workato / Tray.io - Enterprise-grade, for complex needs.
When deciding, think about: connection complexity, budget, which apps you already use, how much data transformation you need, and your team’s technical comfort.
Setting up middleware integration
Plan - Decide which event/app should trigger which Tallyfy template launch.
Choose - Pick your middleware tool.
Build - Create the workflow: set a trigger, add a Tallyfy “Launch Process” action, map data fields.
Test - Verify processes launch correctly with the right data.
Tallyfy processes can be automatically launched on a daily weekly or monthly schedule by connecting a time-based trigger in middleware tools like Zapier or Make to the Launch Process action without any manual effort.
Tallyfy lets you auto-launch processes on recurring schedules using middleware platforms like Zapier or Make.com without coding or by writing custom scripts that call the Tallyfy API on a cron schedule for use cases like daily checklists and monthly compliance audits.
Zapier’s “Launch Process” action automatically starts a Tallyfy process from any trigger event by mapping external data into kick-off form fields and assignees while any values set in the Zap override template defaults.
Tallyfy connects to thousands of business apps through middleware platforms like Zapier and Make.com using drag-and-drop visual tools that require no coding and let you automatically launch processes from external events and sync data between all your systems in minutes.
