Conditionals

Conditional logic (the “IF” part) in automations

Conditional logic is the “IF” part of Tallyfy’s automation rules. It lets your processes automatically make decisions based on specific information or events (the criteria).

Simpler than flowcharts

Drawing complex flowcharts can get confusing quickly. Tallyfy uses simple conditional logic (like “IF X happens…”) which is easier for everyone to build, understand, and change, while still handling complex scenarios.

Why use conditional logic?

• More efficient processes: Automate simple decisions.
• Consistency: Make sure the same rules are applied every time.
• Less manual work: Reduce the need for people to step in for predictable decisions.
• Adaptive workflows: Create processes that change based on the situation.

Types of conditions you can use

Tallyfy lets you set up conditions based on many things, including:

• Answers given in form fields.
• Whether steps are completed, approved, or rejected.
• The role of the user involved.
• Time triggers (like deadlines passing).
• Other process information (metadata).

• Conditionals (IF) explained

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