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Synchronization

Automation Example: Synchronization (Wait for Multiple Things)

Ever needed your process to wait for several approvals before moving forward? That’s synchronization - and Tallyfy makes it simple.

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Here’s the secret: use the AND operator in Tallyfy automations. When you connect conditions with AND, all of them must be true before anything happens. It’s like needing two keys to open a vault - you can’t proceed with just one.

Example: Wait for HR and Manager Approval

Let’s make this real. You’re setting up an Employee Onboarding process, and new hires can’t start until both HR and their direct manager give the thumbs up. Sound familiar?

First, create two Approve/Reject tasks - one assigned to HR, another to the manager. Simple.

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Now here’s where it gets interesting. 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]
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See that AND between the conditions? That’s your synchronization point. The onboarding steps stay hidden until both approvals come through. No more chasing people or wondering who approved what.

Summary

Want processes that wait for multiple green lights? The AND operator is your answer. It ensures nothing moves forward until every required condition is met.

Automations > Logic operations explained

Tallyfy’s automation logic uses simple IF-THEN rules that watch user inputs and automatically adjust workflows based on conditions like form selections task approvals or specific requirements while combining multiple conditions with AND/OR logic to create intelligent processes that adapt to different business scenarios.

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.

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.

Automations > Examples

Complete catalog of automation examples showing practical patterns for assignment rules visibility controls deadline management approval workflows and other common business scenarios.