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 automation rules that enable users to create dynamic workflows by combining multiple conditions with AND/OR operators without requiring complex flowcharts or technical expertise.
Tallyfy’s automation system utilizes straightforward IF-based conditional logic to automate decisions in workflows based on form responses step completions user roles time triggers and other process data.
Tallyfy’s automation system enables checking step statuses and form field values to trigger conditional actions based on specific criteria like completion approvals expirations and input data types.
Tallyfy’s automation system offers four action types - assignment deadline status and visibility - to automatically handle task management based on predefined conditions and rules for streamlined workflow execution.
