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Actions

What are automation actions?

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

Why actions matter

  • Cut manual work - stop repeating the same assignments or toggling step visibility
  • Stay consistent - your processes run the same way, every time
  • Prevent errors - no human mistakes from routine decisions
  • Move faster - actions fire instantly, no waiting for someone to click buttons
  • Enforce rules - critical policies get followed automatically

The five action types

Tallyfy gives you five types of actions:

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:

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:

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:

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:

Webhook actions

Fire an HTTP webhook to an external URL when conditions are met. This lets you connect Tallyfy automations to outside systems and services.

Templates > Automations

Tallyfy automations are IF-THEN rules added to templates that automatically adapt running processes based on form field entries and task events by showing or hiding steps and assigning tasks and setting deadlines without any manual routing.

Actions > Automate task assignments

Assignment actions automatically route tasks to the right people - add to existing assignees, replace all current assignees, or clear assignees entirely.

Actions > Automate hiding or showing tasks

Tallyfy’s visibility actions let you dynamically show or hide specific process steps based on conditions like form field values or task completion status so users only see relevant steps and you can enforce sequential task order by hiding steps by default and revealing them through IF-THEN automation rules.

Tutorials > Create an automation

Tallyfy automation rules use IF-THEN conditional logic to adapt workflows based on user inputs task completions and other triggers eliminating manual adjustments while automatically showing relevant steps assigning tasks and responding to changing circumstances throughout your processes.

Footnotes

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

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