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Workflows as code

Treating Tallyfy templates like source code

Section titled “Treating Tallyfy templates like source code”

Export any blueprint to a JSON file, keep that file in version control, and review changes to your processes the same way your team reviews code. When a template is ready, import it into another organization. That’s the whole promotion story: build in a sandbox organization, review the change in git, then ship the approved version to production.

Why teams do this

Section titled “Why teams do this”
  • History and accountability. Every change to a template gets an author, a date, and a reason, and you can roll back to any earlier version.
  • Review before it goes live. A pull request on a template change catches mistakes before they reach the people running the process.
  • Identical templates everywhere. Franchises, regional subsidiaries, and client organizations can all run the exact same approved blueprint.
  • Cheap insurance. A folder of exported JSON files is a complete, restorable backup of your process designs.

The export, review, import loop

Section titled “The export, review, import loop”

Export writes a blueprint as git-committable JSON. Find the blueprint’s ID with tallyfy blueprint list, then:

Terminal window
tallyfy blueprint export BLUEPRINT_ID > client-onboarding.json

Commit that file, open a pull request, and let a teammate review the change like any other code. Once it’s approved, import it into the target organization. Do a dry run first:

Terminal window
tallyfy blueprint import client-onboarding.json --org PRODUCTION_ORG_ID --dry-run
tallyfy blueprint import client-onboarding.json --org PRODUCTION_ORG_ID

--dry-run prints the API calls the CLI would make without executing any of them, so you can confirm exactly what’s about to change. Nothing is written until you run the command again without the flag.

For developers

Section titled “For developers”

(Skip this unless you’re setting up the technical side.)

Promote to many organizations

Section titled “Promote to many organizations”

The --org global flag targets any organization you belong to, so promoting one approved blueprint to a whole fleet is a shell loop:

Terminal window
for org in ORG_US ORG_UK ORG_APAC; do
  tallyfy blueprint import client-onboarding.json --org "$org" --yes
done

Add --yes in scripts so confirmation prompts don’t stop the loop. Without it, the CLI refuses ask-level actions when no one’s at the terminal.

Scheduled snapshots

Section titled “Scheduled snapshots”

A nightly export gives you a versioned history of every template, even changes made in the web app. Keep the blueprint IDs you care about in a file and let your scheduler run:

Terminal window
while read -r id; do
  tallyfy blueprint export "$id" > "backups/$id.json"
done < blueprint-ids.txt

Commit the results and your git history becomes a daily changelog of your process designs. Use tallyfy blueprint list --json to build the ID list programmatically.

Good habits

Section titled “Good habits”
  • Format and diff the JSON like any other code so reviews stay readable.
  • One blueprint per file, named after the template, so changes are easy to spot.
  • Run imports from CI with the TALLYFY_API_TOKEN environment variable, as covered in authentication.
  • Preview every import with --dry-run before the real run.
Section titled “Related articles”

Cli > Command reference

Tallyfy CLI commands follow one resource-plus-verb pattern with aliases matching both UI and API…
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