Many business processes require formal sign-off. Tallyfy handles task assignments and completions well, but sometimes you need Power Automate’s approvals feature for audit trails, complex routing, or external stakeholders who aren’t in Tallyfy regularly.
Why use Power Automate approvals with Tallyfy
Power Automate approvals request and track formal sign-off through automated workflows. Connect a flow to Tallyfy’s API, trigger an approval action, and the request goes to your designated approvers.
The real value: you can wrap formal sign-off steps around your Tallyfy processes. For example, your Tallyfy process produces a document needing client approval. Power Automate handles that external approval loop, then updates your Tallyfy process based on the client’s decision.
Types of approval actions in Power Automate
When building approval flows for Tallyfy items, you’ll work with the “Approvals” connector:
Start and wait for an approval: Kicks off an approval for a Tallyfy-related item and waits for a response.
Common types:
Approve/Reject - First to respond: With multiple approvers, the first response determines the outcome.
Approve/Reject - Everyone must approve: All approvers must respond. One rejection means the item is rejected.
Create an approval and Wait for an approval (separate actions): For advanced scenarios like parallel approvals related to a Tallyfy process.
Building a simple approval flow for a Tallyfy scenario
Here is a practical example: completing a Tallyfy task triggers manager approval when a financial threshold in a form field is crossed.
The scenario: A team member completes a “Submit Budget Proposal” task in Tallyfy. The task has a form field for “Proposed Amount.” Amounts over $5,000 need manager approval through Power Automate, and the result updates back in Tallyfy.
Approval workflow visualization
This diagram shows how the budget approval flow routes between Tallyfy and Power Automate based on the amount threshold.
Diagram description: Budget approval workflow integrating Tallyfy with Power Automate. A completed task triggers conditional approval based on a $5,000 threshold, branching to bypass approval for smaller amounts or route through manager approval for larger ones.
What to notice:
Amounts below $5,000 bypass approval entirely, while higher amounts trigger the full approval flow
Manager approval happens in Power Automate, but the result updates back to the Tallyfy task
The rejection path includes an optional email notification for custom follow-up
Since the Tallyfy connector has no built-in triggers, use an HTTP action to poll the Tallyfy API for completed tasks, or use a Recurrence trigger combined with a Tallyfy API call to check for newly completed tasks.
Filter for the specific template containing the “Submit Budget Proposal” task.
Action: Retrieve task details via the Tallyfy API.
Use an HTTP action or the Tallyfy connector’s Get a member’s tasks action to retrieve form field data.
Task ID: Use the Task ID from the previous step’s output.
Value 1: Pick the dynamic content for “Proposed Amount” form field from the task details. You may need an expression like float(outputs('Get_task_details')?['body/forms/ProposedAmount/value']) since Tallyfy returns text values.
Details (optional): Provide context, e.g., Please review proposal for [Task Name]. Submitted by [User Name]. Link to Tallyfy Task: [URL].
Item Link (optional): Direct URL to the Tallyfy task.
Control: “Condition” (check approval outcome).
Value 1: Dynamic content Outcome from the approval action.
Operator:is equal to.
Value 2:Approve.
IF approved:
Action: Tallyfy - “Add comment, report issue, resolve issue on a task”.
Task ID: The task ID from your earlier step.
Content:Budget proposal approved by manager [Manager Display Name] on [Completion Date].
IF rejected:
Action: Tallyfy - “Add comment, report issue, resolve issue on a task”.
Task ID: The task ID from your earlier step.
Content:Budget proposal rejected. Reason: [Comments from approval].
(Optional) Action: “Send an email (V2)” to notify the submitter.
Save and test your flow. Complete a Tallyfy task that meets your criteria. (See managing and monitoring flows for testing tips).
Responding to approvals
Approvers can respond in three ways:
Email: Click the approval buttons directly in the notification email.
Power Automate portal: Find pending approvals under Action items > Approvals.
Microsoft Teams: With the Teams integration, respond without leaving Teams.
Sequential and parallel approvals
For more complex Tallyfy processes, you have two patterns:
Sequential approvals: The request moves from one approver to the next in order.
Parallel approvals: Requests go to multiple people at once for simultaneous review.
Combine these patterns to build approval routes that match how your organization works.
Tips for Tallyfy approval workflows
Define clear criteria: Know which Tallyfy event starts an approval and who the approvers are.
Include context: Pull data from Tallyfy tasks or form fields into your approval request so approvers have the full picture.
Close the loop: Always push the approval outcome back to the original Tallyfy task or process using the Tallyfy connector’s comment action.
Keep it simple: For basic approvals, use Tallyfy’s built-in task assignments. Reserve Power Automate for multi-level approvals, external stakeholders, or conditional routing.
Power Automate approval notifications can be routed directly into Microsoft Teams as interactive Adaptive Cards so approvers can approve or reject Tallyfy process requests without leaving Teams and the response automatically flows back to update the original Tallyfy task or process.
Tallyfy converts complex multi-level approval processes into visible and trackable workflows by using kick-off forms with validation and conditional logic to route tasks to the right approvers while providing real-time status tracking and automated reminders that eliminate bottlenecks and keep everything moving.
Tallyfy lets you build multi-level approval chains where rejections at any stage automatically reopen earlier steps for corrections using approve/reject task types and status action rules that handle sequential sign-offs through managers and executives while also supporting conditional routing based on field values and parallel approvals across multiple teams simultaneously.
Microsoft Power Automate serves as a no-code bridge between Tallyfy and your other business systems—including Office 365 and SharePoint and Dynamics—using a Premium-tier OAuth 2.0 connector with 13 actions to sync data and automatically launch processes or complete tasks based on events happening across your entire software stack.
