How do I create and customize a 'Launch Process' zap?
This article walks you through the process of customizing your zap for 'Launch Process' usecase.
You can set a number of attributes in your zap with the data pulled in from the webhook or data fields from the integrated app.
Let's look at this process with the help of the following usecase:
Employee requests leave through a Google form which triggers an approval process in Tallyfy
1. Create a new zap and select 'Google Forms' as the app for Step 1
2. Use 'New or Updated Response in Spreadsheet' as the Trigger for this step
3. Connect your Google Account which hosts this form
4. Select the spreadsheet that documents all responses for the above form
5. Select the worksheet within the spreadsheet for target data
6. Pick a sample response. (This step assists in automatic form filling in the next step of the process)
7. Now you are setting up the action steps (Tallyfy Launch Process) for the trigger encountered (every time someone fills in the leave request form). Choose Tallyfy as the action App
8. Select 'Launch Process' as the action event
9. Choose a Tallyfy Account that hosts the required blueprint (how to connect my Tallyfy account to Zapier)
- Select the blueprint from the options available
- At this point, you can customize the process name. This name will be assigned to the process when the zap is triggered. In our example, we have used the employee's name from the Google form and the timestamp the request was submitted to create a dynamic process name
10. You can also customize any process notes to be entered
11. You can customize and fill in data into the Tallyfy process using data from the Google form
12. You can also customize step assignees. Step assignees can be members of your Tallyfy org or guests (external users). In our example, we have used the contact email address of the employee from the Google form to assign additional tasks
13. If there was a date field in the Google form that would have corresponded to a suggestive deadline, we can customize deadlines in this zap too
For reference, the blueprint used for the above use case is as follows:
Custom entries assigned in the zap will override blueprint level attributes such as assignees, deadlines, form values etc.
If assignees and deadlines are left blank in the zap, whatever is set in the blueprint will be inherited.