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Common n8n workflow examples

Practical n8n workflows for Tallyfy automation

Need ready-to-use n8n workflows that actually work? You’re in the right place. These examples show common integration patterns with Tallyfy - complete with workflow structures and configuration details you can copy directly.

Example 1: CRM to Tallyfy process automation

Automatically launch a customer onboarding process when a deal is marked as “Won” in your CRM.

Workflow components:

  1. Webhook node (or CRM-specific trigger)

    • Receives notification when deal status changes
    • Filters for “Won” status only

  2. HTTP Request node - Get customer details

    • Method: GET
    • URL: Your CRM API endpoint for customer data

  3. HTTP Request node - Launch Tallyfy process

    • Method: POST
    • URL: https://go.tallyfy.com/api/runs
    • Body:
    {
      "blueprint_id": "customer_onboarding_template_id",
      "name": "Onboarding - {{$json.customer_name}}",
      "kickoff": {
        "customer_name": "{{$json.customer_name}}",
        "email": "{{$json.email}}",
        "package": "{{$json.deal_type}}",
        "account_manager": "{{$json.assigned_to}}"
      }
    }

  4. Slack node (optional)

    • Send notification to sales team about process launch

Example 2: Form submission to multi-system update

Here’s how to update multiple systems whenever someone submits a Tallyfy form. No manual copying required.

Workflow components:

  1. Webhook node

    • Configure in Tallyfy to trigger on task completion
    • Filter for specific form-containing tasks

  2. IF node - Check task type

    • Condition: {{$json.task.blueprint_step_id}} == "form_step_id"

  3. Set node - Extract form data

    • Map Tallyfy form fields to standardized variables

  4. HTTP Request node - Update CRM

    • Method: PUT
    • URL: CRM contact endpoint
    • Map form fields to CRM fields

  5. Google Sheets node - Log submission

    • Append row with form data and timestamp

  6. Email node - Send confirmation

    • To: Form submitter
    • Include summary of submitted data

Visualizing n8n workflow patterns

This diagram shows how n8n workflows handle multi-system updates with conditional branching and retry logic.

Diagram

What to notice:

  • Parallel processing branches - The workflow updates CRM, Google Sheets, and sends emails simultaneously, reducing total execution time
  • Exponential backoff retry pattern - Failed operations retry with increasing wait times (2s, 4s, 8s) to avoid overwhelming systems
  • Conditional path handling - The IF node prevents processing tasks without forms, saving resources and preventing errors

Example 3: Scheduled process launcher with data collection

Want to launch weekly review processes that automatically gather data from your tools? This workflow does exactly that.

Workflow components:

  1. Schedule Trigger node

    • Cron expression: 0 9 * * 1 (Every Monday at 9 AM)

  2. HTTP Request node - Get sales data

    • Connect to your analytics API
    • Fetch last week’s metrics

  3. HTTP Request node - Get support tickets

    • Query helpdesk API for open tickets

  4. Code node - Process data

    const salesTotal = items[0].json.total;
    const openTickets = items[1].json.count;
    const reviewData = {
      week_ending: new Date().toISOString().split('T')[0],
      sales_total: salesTotal,
      support_tickets: openTickets,
      review_priority: openTickets > 50 ? "High" : "Normal"
    };
    return [{json: reviewData}];

  5. HTTP Request node - Launch Tallyfy process

    • Method: POST
    • URL: https://go.tallyfy.com/api/runs
    • Include collected data in kickoff fields

Example 4: Document generation from completed processes

Need PDF reports when your Tallyfy processes finish? Here’s a workflow that creates them automatically.

Workflow components:

  1. Webhook node

    • Tallyfy webhook for process completion

  2. HTTP Request node - Get process details

    • Method: GET
    • URL: https://go.tallyfy.com/api/runs/{{$json.run_id}}

  3. HTTP Request node - Get all task data

    • Method: GET
    • URL: https://go.tallyfy.com/api/tasks?run_id={{$json.run_id}}

  4. Code node - Format report data

    const tasks = $input.all();
    const reportData = {
      process_name: tasks[0].json.run.name,
      completed_date: new Date().toISOString(),
      task_summary: tasks[1].json.map(task => ({
        name: task.name,
        completed_by: task.completed_by_name,
        form_data: task.form_fields
      }))
    };
    return [{json: reportData}];

  5. HTML node - Generate HTML template

    • Create formatted report layout

  6. Convert to PDF node (or external service)

    • Convert HTML to PDF

  7. Upload to cloud storage

    • Store in Google Drive, Dropbox, or S3

Example 5: Intelligent task routing with AI

Let AI analyze your Tallyfy form responses and route tasks to the right people. Your team gets the work they’re best at - automatically.

Workflow components:

  1. Webhook node

    • Trigger on Tallyfy form submission

  2. OpenAI node (or similar AI service)

    • Analyze form content for urgency and category
    • Prompt: “Categorize this request and assign priority”

  3. Switch node - Route based on AI analysis

    • Branch for each category/priority combination

  4. HTTP Request node (multiple) - Update task assignment

    • Method: PUT
    • URL: https://go.tallyfy.com/api/tasks/{{$json.task_id}}
    • Assign to appropriate Tallyfy member based on routing

  5. Notification nodes

    • Alert assigned team member via preferred channel

Best practices for n8n + Tallyfy workflows

  1. Error handling: Your workflows will fail eventually - plan for it:

    On Error: Continue (Error Output)
    → Log error details
    → Send alert notification
    → Store failed data for retry

  2. Rate limiting: Don’t hammer the APIs. Add Wait nodes between bulk operations:

    • Wait 1 second between API calls when processing many items

  3. Data validation: Check your data before sending it. Use IF nodes to validate:

    • Required fields actually exist
    • Data formats match what Tallyfy expects

  4. Workflow organization: Future you will thank present you. Use Sticky Note nodes to document:

    • Workflow purpose and triggers
    • Required credentials and configuration
    • Expected data formats

  5. Testing approach:

    • Start with Manual Trigger for testing
    • Add Set nodes with test data
    • Use Stop and Error nodes for debugging

Debugging tips

IssueSolution
Workflow not triggeringCheck webhook is active in both n8n and Tallyfy
Data not mapping correctlyUse expression editor’s “Current Node” tab to see available data
API errorsAdd HTTP Request “Full Response” option to see detailed errors
Performance issuesSplit large workflows into sub-workflows

Advanced patterns

Parallel processing: Process multiple items at once (without breaking things). Use Split In Batches node to handle batches while respecting rate limits.

Retry logic: Sometimes things fail. Here’s smart retry with Wait and IF nodes:

  1. Set retry counter
  2. On error, increment counter
  3. Wait exponentially longer between retries (2s, 4s, 8s…)
  4. Stop after max retries reached

Data enrichment: Need more context? Chain multiple API calls to gather comprehensive data before launching Tallyfy processes. Perfect for pulling customer history, support tickets, or sales data into one complete picture.

Ready to build? These examples give you working patterns to start from. Tweak them for your specific needs and systems.

N8N > Connect n8n to Tallyfy

Connecting n8n to Tallyfy takes about 5 minutes using either a dedicated connector for instant setup or HTTP Request nodes for maximum flexibility both working with Tallyfy’s Open API to enable 60+ operations across 10 resources with webhook support for real-time automation.

Middleware > n8n

N8n is an open-source workflow automation platform that connects Tallyfy with hundreds of business applications through visual workflows offering both cloud-hosted and self-hosted options with flexible HTTP Request and Webhook nodes for seamless integration without vendor lock-in.

Workato > Launch Tallyfy processes from Workato

Workato can automatically trigger Tallyfy workflow processes when external events occur in systems like Salesforce or Zendesk by using HTTP connectors that send properly formatted API requests with authentication headers and process data to launch templates with pre-populated kick-off forms.

Webhooks > Webhook scenarios

Tallyfy webhooks automatically send comprehensive JSON data to external systems when workflow events occur providing real-time integration capabilities that trigger immediate actions across your technology ecosystem while carrying all process information collected up to that specific point.
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