Connect n8n to Tallyfy

How can I connect n8n to Tallyfy?

Connecting n8n to Tallyfy takes about 5 minutes now that we have a dedicated connector. You have two options: use our community-built Tallyfy node for instant setup, or use HTTP Request nodes for maximum flexibility. Both approaches work with Tallyfy’s Open API and handle authentication seamlessly.

The dedicated connector covers 95% of use cases, while HTTP Request nodes give you complete control for advanced integrations.

Integration architecture overview

This diagram shows the two connection methods and the bidirectional flow between n8n and Tallyfy.

What to notice:

• The Tallyfy node provides instant setup for 95% of use cases, while HTTP Request nodes offer complete flexibility for custom integrations
• Both methods converge at the authentication test - if this fails, check your API token and permissions before proceeding
• After successful connection, you gain access to 60+ operations across 10 resources, with webhook support for real-time event handling

Prerequisites

Before starting, you’ll need:

• An active Tallyfy account with API access
• n8n installed (self-hosted, cloud, or local development)
• Your Tallyfy API key and Organization ID
• For custom integrations: basic understanding of REST APIs

Step 1: Get your Tallyfy API credentials

1. Log into your Tallyfy account and navigate to Settings > Personal Settings > API Tokens.

2. Click Create Personal Access Token and give it a descriptive name like “n8n Integration”.

3. Copy your API token immediately - you won’t see it again after closing the dialog.

4. Find your Organization ID in your Tallyfy URL: https://go.tallyfy.com/o/YOUR_ORG_ID/ or check the API settings.

5. Note the base URL: https://go.tallyfy.com/api for all API calls.

API Key Security

Treat your API key like a password. Never share it publicly or commit it to version control. In n8n, use the Credentials feature to store it securely.

Step 2: Set up Tallyfy credentials in n8n

Using the Tallyfy Node (Recommended)

1. Install the Tallyfy community node:

   • For self-hosted: npm install n8n-nodes-tallyfy
   • For n8n Cloud: Request community node installation via support
   • Manual installation: Download from GitHub ↗

2. In n8n, go to Credentials and create Tallyfy API credential:

   • Access Token: Your Personal Access Token from Step 1
   • Organization ID: Your Organization ID from your Tallyfy URL
   • Base URL: https://go.tallyfy.com/api (default)

3. Test the connection using the built-in credential test (calls /me endpoint).

Alternative: HTTP Request Method

1. For custom integrations, create HTTP Request credential:

   • Authentication: Header Auth
   • Name: Authorization
   • Value: Bearer YOUR_ACCESS_TOKEN

2. Add recommended headers: X-Tallyfy-Client: n8n, Accept: application/json

Step 3: Test your connection

1. Create a new workflow in n8n.

2. Add a Tallyfy node from the node palette (under “Regular nodes”).

3. Configure the test:

   • Credential: Select your Tallyfy API credential
   • Resource: User
   • Operation: Get Current

4. Click Test step to verify the connection.

5. Success shows your user details, confirming authentication works.

Alternative test with HTTP Request:

• Method: GET, URL: https://go.tallyfy.com/api/me
• Use your configured credential

Step 4: Available operations in the Tallyfy node

10 Resources with 60+ Operations:

Resource	Operations Available	Key Use Cases
Blueprint	Get, Get Many, Create, Update, Delete	Template management and process design
Process	Launch, Get, Get Many, Update, Archive, Get Tasks	Process lifecycle and monitoring
Task	Create One-Off, Complete, Get, Get Many, Update Properties, Delete, Clone	Task management and workflow control
Form Field	Get Fields, Update Value (with guest access)	Dynamic data collection
Comment	Create, Create Bot, Report Problem, Resolve Issue, Update, Delete	Communication and issue tracking
User	Get Current, Get, Get Many, Invite, Update Role, Enable, Disable, Convert to Guest	Team management
Guest	Create, Get, Get Many, Update, Delete, Convert to Member	External participant management
Group	Create, Get, Get Many, Update, Delete	Team organization
Search	Global, Tasks, Processes, Blueprints	Resource discovery
ID Finder	Find Process/Task/Blueprint/Form Field/User/Group IDs	Resource identification utilities

Key features:

• Built-in pagination handling (“Return All” option)
• Automatic error handling and retry logic
• Field validation and type checking
• Support for dynamic field values using expressions

Step 5: Launch a process using the Tallyfy node

1. Add a Tallyfy node and configure:

   • Resource: Process
   • Operation: Launch
   • Blueprint ID: Enter your template ID (e.g., blueprint_abc123)

2. Set the Process Name: “Process launched from n8n - {{$json.customer_name}}”

3. Configure Launch Data (kickoff fields):

   {
     "customer_name": "{{$json.customer_name}}",
     "project_value": "{{$json.amount}}",
     "priority": "High"
   }

4. Optional settings:

   • Assignees: Specify users, guests, or groups for task assignment
   • Due Date: Set process deadline
   • Visibility: Control who can see the process

5. The node returns the launched process details including process ID and status.

Launch data tips:

• Field names must match your blueprint’s kickoff form fields exactly
• Use n8n expressions to map data from previous nodes
• Support for text, numbers, dates, users, and file attachments
• Leave optional fields empty - the node handles undefined values gracefully

Step 6: Handle real-time updates with webhooks

1. Add a Webhook node as your workflow trigger:

   • HTTP Method: POST
   • Path: /tallyfy-events (or custom path)
   • Response Mode: Last Node

2. Copy the generated webhook URL from n8n.

3. In Tallyfy, go to Settings > Organization Settings > Webhooks.

4. Create a webhook:

   • URL: Your n8n webhook URL
   • Events: Choose from 15+ event types:
     • task.completed
     • process.launched
     • task.assigned
     • form.submitted
     • process.completed
   • Headers: Optional custom headers
   • Secret: For webhook signature verification

5. Test using Tallyfy’s built-in webhook tester.

6. Activate your n8n workflow to start receiving events.

Real webhook payload structure:

{
  "event": "task.completed",
  "organization_id": "org_123",
  "data": {
    "task_id": "task_456",
    "run_id": "run_789",
    "blueprint_id": "blueprint_abc",
    "user_id": "user_123",
    "completed_at": "2025-01-15T10:30:00Z",
    "form_data": { /* task form responses */ }
  }
}

Webhook event flow

This sequence diagram illustrates how Tallyfy sends real-time events to n8n with retry logic.

What to notice:

• Events are queued immediately when triggered (step 3), ensuring no events are lost even during high load
• The retry mechanism uses exponential backoff (steps 8-10) to handle temporary network issues without overwhelming your n8n instance
• Failed webhooks after 3 attempts trigger admin notifications (step 12) so you can investigate integration issues

Troubleshooting guide

Issue	Cause	Solution
401 Unauthorized	Invalid or expired token	Regenerate API token in Tallyfy settings
403 Forbidden	Insufficient permissions	Check user role allows API access
404 Not Found	Wrong endpoint or missing resource	Verify Organization ID and resource IDs
422 Unprocessable Entity	Invalid data format	Check required fields and data types
Rate limiting (429)	Too many requests	Add 1-2 second delays between calls
Connection timeout	Network or server issues	Add retry logic with exponential backoff
Webhook not receiving data	URL or events misconfigured	Verify webhook URL and selected events

Advanced debugging:

• Enable Retry on Failure in node settings
• Use Split in Batches for processing large datasets
• Add Function nodes to log request/response data
• Test authentication with the /me endpoint first

Security and performance best practices

Security:

• Store API tokens in n8n credentials, never in code
• Use webhook secrets to verify payload authenticity
• Rotate API tokens quarterly or after team changes
• Enable n8n’s IP whitelist for production environments

Performance and reliability:

• Use Split in Batches for processing 50+ items
• Add 500ms delays between API calls to avoid rate limits
• Enable Retry on Failure with exponential backoff
• Set appropriate timeouts (30s for complex operations)

Monitoring and maintenance:

• Add error notifications via email or Slack
• Log important workflow events for debugging
• Test critical workflows monthly with sample data
• Monitor n8n execution metrics and set alerts

Data handling:

• Use pagination for large datasets (Tallyfy returns 25 items by default)
• Validate required fields before sending API requests
• Handle edge cases like missing users or archived processes
• Cache frequently accessed data to reduce API calls

Advanced integration patterns

Once connected, you can build sophisticated automations:

AI-enhanced workflows:

• Analyze form responses with GPT-4 and route processes accordingly
• Generate process summaries and executive reports using LLMs
• Automatically categorize and prioritize incoming requests

Multi-system orchestration:

• Launch Tallyfy processes from CRM deal updates
• Sync completed tasks back to project management tools
• Create approval workflows spanning multiple platforms

Real-time business intelligence:

• Stream process metrics to BI dashboards
• Send alerts when SLAs are at risk
• Generate compliance reports automatically

Explore the workflow examples below to see these patterns in action.

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