Synchronization

Automation example - synchronization (wait for multiple things)

Use the AND operator in Tallyfy automations to make your process wait for several approvals before moving forward. When you connect conditions with AND, all of them must be true before anything happens.

Think of it like needing two keys to open a vault - you can’t proceed with just one.

Example - wait for HR and manager approval

Say you’re setting up an Employee Onboarding process, and new hires can’t start until both HR and their direct manager approve. Create two Approve/Reject tasks - one assigned to HR, another to the manager.

Then create a single automation rule that checks if both tasks show “Approved” status:

• Rule:

  IF (HR Approval task) is "Approved"
  AND (Manager Approval task) is "Approved"
  THEN SHOW steps [List of next onboarding steps]

The AND between conditions is your synchronization point. Onboarding steps stay hidden until both approvals come through. No more chasing people or wondering who approved what.

Related articles

Automations > Logic operations explained

Tallyfy automations use IF-THEN rules with AND/OR logic to adjust workflows based on form selections, task completions, and other conditions.

Power Automate > Building approval workflows with Power Automate

This guide explains how to use Power Automate’s approval features to handle formal sign-offs that extend beyond Tallyfy’s built-in task assignments by creating automated workflows that request approvals and update Tallyfy processes based on the outcomes.

Conditionals > Conditionals (IF) explained

Conditionals are the IF part of Tallyfy automations - checking step statuses or form field values to trigger actions automatically.

Examples > Multi-level approval loops

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