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What are automation actions?

Section titled “What are automation actions?”

Actions are the “THEN” part of automation rules. When conditions are met, actions tell Tallyfy what to do - automatically.

Why actions matter

Section titled “Why actions matter”
  • Cut manual work - stop repeating the same assignments or toggling step visibility
  • Stay consistent - your processes run the same way, every time
  • Prevent errors - no human mistakes from routine decisions
  • Move faster - actions fire instantly, no waiting for someone to click buttons
  • Enforce rules - critical policies get followed automatically

Types of automations

Visibility
IF this THEN show/hide that step
Assignment
IF this THEN assign someone
Deadline
IF this THEN shift the deadline
Status
IF this THEN re-open a task

The five action types

Section titled “The five action types”

Tallyfy gives you five types of actions:

Assignment actions

Section titled “Assignment actions”

Control who’s responsible for tasks.

  • Add assignees - more people join a task without removing current assignees
  • Replace assignees - swap out everyone and assign new people
  • Clear assignees - remove all assignees from the task
  • You can also use an “Assignee Picker” form field to let someone else choose who gets assigned

Example: IF (Office Location) is "Toronto" THEN assign task "Mentor Meeting" to "Jane Doe"

Learn more about assignment actions

Related examples:

Deadline actions

Section titled “Deadline actions”

Automatically adjust when tasks are due.

  • Set deadlines based on conditions
  • Push deadlines back or pull them forward
  • Base due dates on other steps or form field dates

Example: IF (Package Purchased) is "Premium" THEN shift deadline -3 days for "Send First Draft"

Learn more about deadline actions

Related examples:

Status actions

Section titled “Status actions”

These re-open1 completed tasks. That’s their only function.

Think approval loops - someone reviews work, requests changes, and the task reopens for edits. This only works on tasks already marked complete. Also, a status action can’t reopen the same task that triggered it.

Example: IF (Decision) is "Requires changes" THEN re-open task "Make changes for next draft"

Learn more about status actions

Related examples:

Visibility actions

Section titled “Visibility actions”

Control whether steps appear or stay hidden. You’ll likely use this type most.

  • Show or hide tasks based on form answers
  • Create different process paths depending on conditions
  • Won’t affect tasks that are already completed

Example: IF (Purchase Amount) is ">$10,000" THEN SHOW "Approval by CFO" step

Learn more about visibility actions

Related examples:

Webhook actions

Section titled “Webhook actions”

Fire an HTTP webhook to an external URL when conditions are met. This lets you connect Tallyfy automations to outside systems and services.

Section titled “Related articles”

Templates > Automations

Tallyfy automations are simple IF-THEN rules added to templates that automatically adapt running…

Automations > Examples

Tallyfy offers tested automation patterns for task assignment, workflow control, and deadline…

Footnotes

Section titled “Footnotes”

  1. Status changes from completed back to in-progress, preserving task history and data ↩

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