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Actions

Understanding automation actions

Actions are the “THEN” part of “if-this-then-that” automation rules. When your conditions are met, actions tell Tallyfy exactly what to do - automatically.

What you’ll need

  • You understand basic “if-this-then-that” logic
  • You can edit template automations
  • You’re familiar with your workflow processes

Why automation actions matter

Here’s what actions do for you:

  • Reduce manual work: No more repeating the same assignments or toggling step visibility.
  • Ensure consistency: Your processes run the same way. Every time.
  • Prevent errors: Human mistakes from routine decisions? Gone.
  • Speed up workflows: Actions happen instantly - no waiting for someone to click buttons.
  • Enforce business rules: Critical policies get followed automatically (yes, even that one everyone forgets).

The four action types

Tallyfy gives you four types of actions to automate your workflows:

Assignment actions

These actions decide who’s responsible for tasks.

What you can do:

  • Add assignees: Bring more people onto a task - the current assignees stay put.
  • Replace assignees: Clear the deck and start fresh with new people.
  • Clear assignees: Remove everyone. Period.
  • Use an “Assignee Picker” form field to let someone else decide who gets assigned.

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

Simple.

Learn more about assignment actions

Want to see this in action?

Deadline actions

These actions automatically adjust when tasks are due.

You can:

  • Set deadlines based on specific 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"

Premium customers get their drafts faster. Makes sense, right?

Learn more about deadline actions

Real-world examples:

Status actions

These actions change a task’s status.

Here’s the main thing: they re-open1 completed tasks. That’s it.

When is this useful? Think approval loops. Someone reviews the work, wants changes, and boom - the task reopens for edits. It only works on tasks that are already marked complete (you can’t re-open something that’s not closed).

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

Learn more about status actions

Check out how this works in practice:

Visibility actions

These control whether steps appear or stay hidden - and yes, this is the action type you’ll use most.

With visibility actions, you can:

  • Show or hide tasks based on form answers
  • Create different process paths depending on conditions
  • Let processes adapt automatically to each situation

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

Big purchases need the CFO’s eyes on them. Smaller ones? They skip right past.

Learn more about visibility actions

See it in action:

Templates > Automations

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 > Automate task assignments

Assignment actions automatically route tasks to the right people by adding replacing or clearing assignees based on workflow conditions and can assign to specific individuals groups or use form field selections to determine responsibility.

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.

Footnotes

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