Available Tallyfy APIs

Organization

Get all guests in a given organization

X

Get the forever link for a specified guest

X

Get all organization role

X

Get organization attributes

X

Get cadence days by guest

X

Get domains

X

Get saml config

X

Get all text template

X

Get text template

X

Get all signup questions

X

Get signup answers

X

Reset custom branding

X

Change custom branding

X

Create organization role

X

Remove a role from a organization

X

Update organization role

X

Create SMTP connection

X

Test SMTP connection

X

Update organization attributes

X

Create a new organization or tenant

X

Add cadence days by user

X

Add cadence days by guest

X

Create account's billing information

X

Change subscription plan

X

Updates billing account information

X

Create text template

X

Update text template

X

Delete text template

X

Check existence of text templates

X

Store signup answers

X

Guest

Get guest

X

Guest's organizations

X

Get form fields

X

Guest's checklists

X

Guest's checklist

X

Get guest preferences

X

Guest's process task

X

Get a list of processes

X

Get a guest single processs

X

Get a guest's tasks

X

Get a guest's task

X

Get thread reactions for guests

X

Get text template

X

Create guest

X

Create guests in bulk

X

Delete guest

X

Add guest

X

Update guest

X

Disable a guest

X

Enable a guest

X

Guest to member

X

Add guest preference

X

Update task data or guests

X

Complete a guest's Task

X

Add guest preference

X

Update task data or guests

X

Complete a guest's Task

X

Add a comment to a task

X

Edit a comment on a task

X

Delete a comment on a task

X

Report a problem on a task

X

Mark task thread as resolved

X

Add thread reaction

X

Delete guest's thread reaction

X

Members

Get all organization members

X

Export a users information

X

Get member profile

X

Get member's reassignment information

X

Get current member's organizations

X

Get my organization

X

Get domain organizations

X

Get current member's preferences

X

Get my preferences

X

Get custom process views

X

Get current member's profile

X

Get my profile

X

Get my profile

X

Get member profile based on org

X

Get rule logs

X

Remove a member from an organization

X

Update an account

X

Delete a member's profile picture

X

Delete a member's profile picture

X

Update current member's preferences

X

Create a process view

X

Edit a process view

X

Delete a process view

X

Update own account

X

Invite a member

X

Resend invitation

X

Withdraw invitation

X

Approve a member

X

Reject a member

X

Unsuspend a member

X

Update a member role

X

Change default admin

X

Disable a member

X

Enable a member

X

Delete current member's profile picture

X

Task

Get a member's tasks

X

Get current member's completed tasks

X

Get a checklist's tasks

X

Get a checklist's completed tasks

X

Get all tasks in an organization

X

Get a member's tasks

X

Get all tasks in a process

X

Get a task within a process

X

Get a member's completed tasks

X

Get current member's completed tasks

X

Send email reminder to process task assignees

X

Get task by ID

X

Send email to task assignees

X

Add thread reaction

X

Delete thread reaction

X

Search for a task

X

Create a task

X

Update a task inside a Process

X

Force action

X

Update deadlines and assignees in multiple tasks of a process

X

Re position

X

Mark a task completed

X

Re-open a completed task

X

Delete

X

Update a task

X

Delete a Task

X

restore oneofftask

X

Link one-off task to process

X

Delete link one-off task to process

X

Link one-off task to blueprint

X

Delete

X

Clone a task to an organization

X

Create multiple tasks

X

Add a form field

X

Reorder form fields

X

Delete a form field

X

Mark a task in a process completed

X

Re-open a completed task in a process

X

Add a comment to a task

X

Edit a comment on a task

X

Delete a comment on a task

X

Report a problem on a task

X

Mark task thread as resolved

X

Blueprint

Export a blueprint

X

Download exported blueprint

X

Get Step deadlines

X

Get a list of blueprints - include their IDs and names only

X

Get Step Start Date

X

Get form fields

X

Get blueprints

X

Get blueprint data

X

Delete a kick off field

X

Delete a blueprint

X

Clone or import a blueprint to an organization

X

Customize or import a blueprint to an organization from public library

X

Publish blueprint

X

Dual version blueprint

X

Update blueprints status

X

Pin blueprint

X

Check existence of checklists

X

Create a stage

X

Delete a stage

X

Get blueprints

X

Archive blueprint

X

Update blueprint

X

File

Get file meta data

X

Retrieve an uploaded file

X

Retrieve an uploaded file

X

Retrieve an uploaded file

X

Retrieve an uploaded file for guest

X

Get organization logo

X

Archive a file

X

Upload a file to a form

X

Create a file

X

Delete a file

X

Upload organization logo

X

Remove organization logo

X

Group

Create group

X

Update group

X

Delete group

X

Upload Group Logo

X

Get group

X

Get organization groups

X

Get a group's asset.

X

Security

Process permissions

X

Blueprint permissions

X

Update process permissions

X

Update blueprint permissions

X

Activity Feed

Get all ActivityFeeds in an organization

X

Folder

Get Folder by organizations ID

X

Get Folder by ID

X

Create a folder

X

Delete a folder

X

Update a folder

X

Add a process or task into a folder

X

Extract/Remove a process or task from a folder

X

Public

Create public tag

X

Get all public KO-forms

X

Get public KO-form

X

Get any organization's details

X

Public tags by type

X

All public tags

X

Get configuration of ENV file

X

Get all countries

X

Custom branding of any organization

X

Watching

Get watches of a guest

X

Add guest as a watcher by guest

X

Update a guest watcher by guest

X

Remove watcher for guest by guest

X

Get organization watchers

X

Add member as a watcher

X

Update a watcher

X

Add guest as a watcher

X

Remove watcher

X

Search

Search

X

Step

Reorder form fields

X

Add a form field

X

Update a form field

X

Delete a form field

X

Get all the steps of a blueprint

X

Create step

X

Get step

X

Update step

X

Delete step

X

Clone a step to an organization

X

Link step to stage

X

Unlink step from stage

X

Add a role into a step

X

Remove a role from a step

X

Add a comment to a step

X

Edit a comment on a step

X

Delete a comment on a step

X

Form field

Update form-field

X

Update form-field by guest

X

Favorites

Create a favorite

X

Delete a favorite

X

Create Bulk Favorite

X

List

Get lists

X

Create a list

X

Get list by ID

X

Update list

X

Delete a List

X

Get system guests list

X

Get system users list

X

Create rows in the list

X

Create columns in the list

X

Public blueprint

All public blueprints

X

Organization's Public Blueprints

X

Public Blueprint

X

Get Step deadlines

X

Get text template

X

Public process

Get all public process runs

X

Get a public process

X

Get form fields

X

Get all tasks in a public process

X

Get all public process

X

Selected text comment

Add a comment to a selected text

X

Edit a selected text comment

X

Delete selected text comment

X

Create description selected text comment

X

Edit description selected text comment

X

Delete description selected text comment

X

Tags

Add a tag to a blueprint, process, step or task

X

Remove a tag from a blueprint or process

X

Get tags

X

Create tag

X

Get tag data

X

Update tag

X

Archive tag

X

Process instances

Unarchive a process

X

Delete a process

X

Get a list of processes - include their IDs and names only

X

Mark the process kick-off forms 'complete'

X

Re-open the process kick-off forms

X

Process

Get process data

X

Update process

X

Archive process

X

Get processes

X

Create process

X

Recurring job

Get recurring jobs

X

Create recurring job

X

Get recurring job data

X

Update recurring job

X

Archive recurring job

X