Automations

What are automations?

Tallyfy automations are IF-THEN rules you add to a template. They make each process adapt based on what users enter in form fields and what happens to tasks. No manual routing needed. For AI-powered task completion, see BYO AI integration.

Think of automations like a thermostat

Your thermostat follows a simple rule: IF temperature drops below a set point, THEN turn on the heat.

Tallyfy automations work the same way:

• IF something happens in your process (a form answer is “Urgent”, a task gets approved, or a step expires)
• THEN Tallyfy fires an action (assign a task to a manager, show a hidden step, or trigger a webhook)

Automations are like “choose your own adventure”

A customer selects “Complaint” as a support ticket type - the automation routes it to a specialized team. They pick “Feature Request” instead - it goes to the product backlog. One template handles multiple scenarios, guiding each process down the right path.

Rule components

Every automation rule has two parts: conditions and actions.

Conditions (the “IF” part)

Conditions tell the automation when to fire. Two categories:

Step conditions - based on what happens to a task:

• Task completed, reopened, approved, rejected, acknowledged, or expired
• Task not assigned

Form field conditions - based on data entered in step form fields or kick-off form fields:

• Contains / doesn’t contain a value
• Equals / doesn’t equal a value
• Equals any of several values
• Greater than / less than (for numbers)
• Is empty / isn’t empty

You can combine multiple conditions with AND/OR logic.

Actions (the “THEN” part)

When conditions are met, Tallyfy fires one or more actions on a target step:

• Visibility - show or hide a step
• Assignment - assign, unassign, replace assignees, or clear all assignees on a task
• Deadline - set a deadline before or after the trigger point, in minutes, hours, days, weeks, or months
• Status - reopen a completed task (useful for approval loops)
• Webhook - send an HTTP request to an external URL when conditions are met

Note

Visibility and deadline actions can only target each step once within a single automation rule.

Naming your rules

Good names save time when debugging. Be specific:

• “Show steps for USA customers only” beats “Customer rule”
• “Assign to manager if urgent” beats “Rule 1”

Getting started

• Actions
• Conditional visibility
• Conditionals
• Examples
• Logic operations explained

Browse automation examples for common patterns like service-level routing, approval loops, and dynamic assignment.

Related articles

Tutorials > Create an automation

Tallyfy’s automation rules use simple IF-THEN logic to dynamically adapt workflows at runtime — such as hiding and revealing onboarding steps based on a new hire’s role selection in a form field — so processes self-adjust without any manual intervention.

Automations > Actions

Tallyfy’s automation actions are the “THEN” part of IF-THEN rules that automatically assign tasks to the right people adjust deadlines reopen completed steps for approval loops show or hide steps based on form answers and fire webhooks to external systems — eliminating manual work and ensuring processes run consistently every time.

Automations > Conditionals

Tallyfy’s conditional logic lets workflows make automatic decisions using simple “IF X happens” rules based on form field answers and step statuses so processes adapt in real time without manual intervention or complex flowcharts.

Automations > Logic operations explained

Tallyfy automations use simple IF-THEN rules instead of complex flowcharts to watch user inputs and automatically adjust workflows by showing or hiding steps and reassigning tasks and changing deadlines based on conditions that can be combined with AND/OR logic and evaluated left to right in the order you add them.

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