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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

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

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 simple IF-THEN rules added to templates that automatically adapt running…

Automations > Examples

Tallyfy offers tested automation patterns for task assignment, workflow control, and deadline…

Footnotes

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

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