Actions

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What are automation actions?

Section titled “What are automation actions?”

Actions are the “THEN” half of an automation. When conditions are met, actions tell Tallyfy what to do - automatically.

Actions run once per process

Whatever the action type, an automation fires at most once in a given process, and Tallyfy only checks it at launch or when a task is completed or reopened. See when an automation runs.

Types of automations

Visibility

IF this THEN show/hide that step

Assignment

IF this THEN assign someone

Deadline

IF this THEN shift the deadline

Status

IF this THEN re-open a task

Webhook

IF this THEN fire a webhook

The five action types

Section titled “The five action types”

Tallyfy gives you five types of actions:

Assignment actions

Section titled “Assignment actions”

Control who’s responsible for tasks.

• Add assignees - more people join a task without removing current assignees
• Replace assignees - swap out everyone and assign new people
• Clear assignees - remove all assignees from the task
• You can also use an “Assignee Picker” form field to let someone else choose who gets assigned

Example: IF (Office Location) is "Toronto" THEN assign task "Mentor Meeting" to "Jane Doe"

Learn more about assignment actions

Related examples:

• Dynamic member assignment from kick-off forms
• Service level-based task assignment

Deadline actions

Section titled “Deadline actions”

Automatically adjust when tasks are due.

• Set deadlines based on conditions
• Push deadlines back or pull them forward
• Base due dates on other steps or form field dates

Example: IF (Package Purchased) is "Premium" THEN shift deadline -3 days for "Send First Draft"

Learn more about deadline actions

Related examples:

• Countdown deadline automation
• Combined visibility and deadline automations

Status actions

Section titled “Status actions”

These re-open¹ completed tasks. That’s their only function.

Think approval loops - someone reviews work, requests changes, and the task reopens for edits. This only works on tasks already marked complete. Also, a status action can’t reopen the same task that triggered it.

Example: IF (Decision) is "Requires changes" THEN re-open task "Make changes for next draft"

Learn more about status actions

Related examples:

• Multi-level approval loops

Visibility actions

Section titled “Visibility actions”

Control whether steps appear or stay hidden. You’ll likely use this type most.

• Show or hide tasks based on form answers
• Create different process paths depending on conditions
• Won’t affect tasks that are already completed

Example: IF (Purchase Amount) is ">$10,000" THEN SHOW "Approval by CFO" step

Learn more about visibility actions

Related examples:

• Combined visibility and deadline automations

Webhook actions

Section titled “Webhook actions”

Fire an HTTP webhook to an external URL when conditions are met. The template editor doesn’t offer this action yet, so today you can only add it through the API. In the editor, use a step’s own Emit a webhook when this task is completed? setting instead.

• Automate deadline shifts on tasks
• Automate hiding or showing tasks
• Automate task assignments
• Status actions

Check your automations before anyone runs the process

A step can end up hidden on every path, or a deadline can count from a step that never happens. If two automations act on the same step, for example one shows it and one hides it, the result depends on which one Tallyfy applies last.

Connected AI can walk every path through your template and tell you what is broken, without launching anything or involving anyone. Just ask: “Test my template and tell me what is broken.” See Test a template before anyone runs it.

Related articles

Section titled “Related articles”

Templates > Automations

A Tallyfy automation pairs conditions with actions on a template, so running processes adapt to…

Actions > Automate hiding or showing tasks

Visibility actions show or hide workflow steps based on conditions like form field values or…

Actions > Automate task assignments

Assignment actions let you add, replace, or clear task assignees in a workflow. Use form-based…

Actions > Status actions

Status actions in Tallyfy automatically re-open a previously completed task when a specific…

Footnotes

Section titled “Footnotes”

1. Status changes from completed back to in-progress, preserving task history and data ↩