TRIGGER > EMAIL-TO-LAUNCH > How can I launch a process via email or reply to tasks via email?

Tallyfy is able to launch a process via an incoming email. It's simple - you just send an email to a pre-configured email address, and the process launches! 

This is the format of the email address - where TEMPLATEID is the unique ID of your template:

You can find the TEMPLATEID in the URL while editing your template, like this:

Please note these potential failure points and comments:

  1. If the orgID does not exist - we reply to your email with a failure message.
  2. If the templateID does not exist - we reply to your email with a failure message.
  3. If the FROM address on the email does not match the email address of a member in the org - we reply to your email with a failure message. This is a security precaution to prevent non-members launching processes.
  4. If the template contains required kick-off form fields - and therefore, it's impossible to launch a process automatically - we reply to your email with a failure message.
  5. The subject line on your email becomes the process name

You can also capture the email body and attachments into a kick off form field - illustrated on the trigger itself. If the two specially named kick off fields do not exist - you will be invited to create them with a link named "CREATE IT NOW"

Replying to a task - add a comment to the body of your response

If you'd like to reply to a task via email - the reply (in the body) gets entered as a comment on the task automatically. The format of the "FROM" address on emails will be this. Note that TASKID is the unique ID of the task. We will auto-discover other information from the sender of the email, to see if they're authorized to make a comment on that task within that organization. Remember that the body of the email is used to make the comment, not the subject line.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us