How do I use blueprint and step level webhooks?

blueprint webhook or step webhook emits information from Tallyfy (with data) to just about any URL on the public web.

In general, a webhook is like throwing a "ball" to a specific link on the web. As soon as an action happens, we throw a "ball" (a package of data and what happened - directly to your link). This enables you to kick off other actions as a result of that event.

You can emit step or blueprint-level webhooks.

Blueprint-level webhooks 

These fire when any task is completed in the process and they send over the entire process (all the data) as it stands. It can be a bit noisy, but if that's what you want - that's what we offer! It's equivalent to the loudspeaker at a train station announcing each and every train coming and going.

Blueprint webhook settings are found in the  Blueprint's  'More Details' drawer:


Step-level webhooks 

These fire when that specific task is completed. This is useful for handling via an app like Zapier, which lets you "catch" the webhook and do other actions as a result of it in 1000+ other cloud apps. Webhooks push information out of Tallyfy.

Step webhook settings are found in the  step's 'Advanced' tab:  


Here's an example - showing you how to push form fields from Tallyfy to Google Sheets - via Zapier.

If you're looking to do more advanced integrations, which includes pulling information to/from Tallyfy - please use our API:

https://go.tallyfy.com/api/

If you would like help with integrations and setting up advanced features, please contact Tallyfy Support to learn more about additional services.


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