Tallyfy automations enable intelligent workflow adaptation through conditional IF-THEN rules that automatically modify processes based on user input form responses task completions and other triggers to create dynamic workflows that route tasks assign responsibilities and show or hide steps without manual intervention.
Actions
Actions are the “THEN” part of “if-this-then-that” automation rules. When your conditions are met, actions define what Tallyfy does automatically.
- Basic “if-this-then-that” logic understanding
- Permission to edit template automations
- Familiarity with your workflow processes
- Reduce manual work: Stop repeating tasks like assignments and step visibility.
- Ensure consistency: Your processes follow the same rules every time.
- Prevent errors: Eliminate mistakes from routine decisions.
- Speed up workflows: No more waiting for manual actions.
- Enforce business rules: Critical rules get followed automatically.
Tallyfy offers four main types of actions you can use in your automations:
These actions change who is responsible for tasks.
- Add assignees: Add people to a task without removing current assignees.
- Replace assignees: Remove everyone currently assigned and add new people.
- Clear assignees: Remove everyone currently assigned.
- Can use an “Assignee Picker” form field to decide who to assign.
Example: IF (Office Location) is "Toronto" THEN assign task "Mentor Meeting" to "Jane Doe"
Learn more about assignment actions
See practical examples:
These actions automatically adjust task due dates.
- Set or change deadlines based on conditions.
- Move deadlines earlier or later.
- Base deadlines on dates from other steps or form fields.
Example: IF (Package Purchased) is "Premium" THEN shift deadline -3 days for "Send First Draft"
Learn more about deadline actions
See practical examples:
These actions change the status of a task.
- Mainly used to re-open a task that was already completed.
- Useful for approval loops where changes are needed.
- Only works on tasks that are currently marked as complete.
Example: IF (Decision) is "Requires changes" THEN re-open task "Make changes for next draft"
Learn more about status actions
See practical example:
These actions control whether steps are shown or hidden (this is the most common action type).
- Show or hide tasks based on answers in forms.
- Create different paths through a process based on conditions.
- Make processes adapt automatically to different situations.
Example: IF (Purchase Amount) is ">$10,000" THEN SHOW "Approval by CFO" step
Learn more about visibility actions
See practical example:
- Automate changing the status of tasks
- Automate deadline shifts on tasks
- Automate hiding or showing tasks
- Automate task assignments
Actions > Automate task assignments
Assignment actions in Tallyfy automatically modify task assignments through three methods - adding assignees replacing all assignees or clearing assignments entirely - based on conditional logic that can target specific people groups or form field selections to streamline workflow management.
Tutorials > Create an automation
Tallyfy automates processes through intelligent if-this-then-that conditional logic that dynamically adapts workflows based on specific conditions like form field values task completions and approval decisions eliminating manual adjustments and reducing administrative overhead.
Actions > Automate hiding or showing tasks
Visibility actions in Tallyfy automatically show or hide process steps based on specific conditions to ensure complete process integrity while displaying only relevant steps when needed preventing missed requirements and maintaining workflow efficiency.
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