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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).

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).

Automations > Logic operations explained

Tallyfy employs straightforward IF-THEN logic rules for automating workflow actions based on specific conditions that can be combined using AND/OR operators to create sophisticated business process automation.

Templates > Automations

Smart automation rules in Tallyfy watch process activities and automatically perform actions based on predefined conditions to streamline workflows and reduce manual work.

Features > If-this-then-that

Tallyfy replaces complex flowcharts with simple if-then rules that allow users to automate workflow decisions and actions without programming knowledge while integrating with external tools through APIs and webhooks.

Conditionals > Conditionals (IF) explained

Tallyfy’s automation system enables users to create conditional rules based on step status and form field values to automatically trigger actions in their workflows.