When you configure an export, import, or another type of flow step using the form view designed for the Tallyfy connector, the following API operations are supported:
Note: You can also create a composite endpoint for this application. For more information, see Application-specific (simple) forms.
Resource | API endpoint | Export | Import |
---|---|---|---|
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 |
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