Tallyfy uses simple “If this, then that” rules, also called Automations or conditional logic, to automate decisions and actions within your processes.
Why simple rules instead of flowcharts?
Complex flowcharts can be confusing and hard to update. Tallyfy uses clear IF/THEN statements that are easier for everyone to understand and manage, even for complex situations.
Easy for anyone to use
You don’t need to be a programmer to create these rules. Tallyfy’s interface lets business users easily set up logic like “IF the amount is over $500, THEN show the manager approval step.”
Business teams can manage their own rules
Teams can often adjust their own workflow logic without needing IT help every time a change is needed.
Connects to other tools
While the rules are simple to create, they can trigger actions in other systems using Tallyfy’s integration options like the API, Middleware, or Webhooks.
More than just showing/hiding steps
These IF/THEN rules can trigger various actions:
Change task assignments.
Adjust task deadlines.
Show or hide steps.
Re-open completed tasks.
Convert existing flowcharts
If you have existing flowcharts, Tallyfy offers tools (like AI import) to help turn them into runnable Tallyfy templates.
Tallyfy employs straightforward IF-THEN logic rules for automating workflow actions based on specific conditions that can be combined using AND/OR operators to create sophisticated business process automation.
Conditional logic enables automated decision-making in processes by using simple IF-THEN rules based on specific criteria like form responses task statuses user roles and time triggers.
Tallyfy’s automation system enables users to create conditional rules based on step status and form field values to automatically trigger actions in their workflows.
Tallyfy offers four automation action types - assignment deadline status and visibility - that enable automatic task management through IF-THEN rules to streamline workflows and reduce manual work.
