Connecting n8n

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 most common 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 most 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 many operations across multiple 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

Available resources and 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.

Test vs Production URL - common mistake

When building workflows with webhooks, n8n provides two different URLs: a Test URL and a Production URL. The production URL only becomes active when you switch the workflow to “Active” status.

Many users spend hours debugging because they:

1. Build and test with the Test URL
2. Switch the workflow to Active mode
3. Forget to update the URL in Tallyfy to the Production URL

Always update your webhook URLs in Tallyfy when going live. The Test URL stops working once you activate the workflow.

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": "2024-03-15T10:30:00Z",
    "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

Debugging with the Executions panel

The Executions panel is one of n8n’s most powerful features for debugging workflows. Every time a workflow runs - whether in test or production - n8n records the complete execution with input and output data at each node.

Viewing execution history:

• Click Executions tab at the top of the workflow editor
• Each execution shows status (success/error), timing, and trigger source
• Click any execution to see the data that flowed through each node
• Use filters to find specific executions by date or status

Data Pinning - skip expensive operations during testing:

When building complex workflows with AI agents or external API calls, re-running every node each time you test is slow and expensive. Data Pinning lets you “freeze” a node’s output so it’s reused in subsequent test runs.

To pin data:

1. Run your workflow to get real data through the nodes
2. Click on any node that has output data
3. Click the Pin icon to lock that output
4. Now when you test, n8n skips that node and uses the pinned data instead

This is particularly useful when:

• Testing AI agent workflows (avoid repeated LLM calls)
• Debugging nodes downstream of slow API calls
• Developing with rate-limited external services

Copy execution to editor:

If a production execution fails or produces unexpected results, you can load that exact execution back into the editor to debug:

1. Find the problematic execution in the Executions panel
2. Click the three-dot menu and select Copy to Editor
3. The workflow opens with all the original input data loaded
4. Test individual nodes or modify and re-run

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
Webhook works in test but not production	Using Test URL instead of Production URL	Update Tallyfy to use Production URL after activating workflow
AI node timing out during development	Re-running expensive operations	Use Data Pinning to cache AI outputs while building

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 AI 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.

Related articles

Middleware > n8n

n8n connects Tallyfy with over 400 business applications through visual workflows and offers a dedicated connector with 60+ operations while supporting both cloud and self-hosted deployment options for teams wanting AI-native automation capabilities.

N8N > Common n8n workflow examples

n8n workflows automate Tallyfy integrations by triggering process launches from CRM deals and form submissions while enabling parallel multi-system updates with intelligent AI-powered task routing and human-in-the-loop approval checkpoints

Pro > Integrations

Tallyfy integrates with existing business software through multiple methods including APIs webhooks middleware platforms email connections and AI agents allowing teams to automate data sharing trigger cross-platform actions and maintain system synchronization without manual copying and pasting.

Open Api > API integration guide

The Tallyfy REST API enables workflow automation through two authentication methods (user-based tokens obtained from Settings or application-based OAuth credentials) requiring specific headers and proper token management while supporting multi-organization contexts and webhook integrations with standardized date formats.

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