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If-this-then-that

How do if-this-then-that rules work in Tallyfy?

If-this-then-that automation visualized as a decision tree with conditional branches on the left flowing to different automated actions on the right

Tallyfy uses “if-this-then-that” rules (also called automations) to make decisions and trigger actions in your processes automatically. Your workflows respond to changing conditions, user inputs, and process states - without manual intervention or coding.

Why simple rules instead of flowcharts?

Complex flowcharts confuse business users and are hard to maintain. Tallyfy’s clear if-this-then-that statements are easier to read, manage, and stay accessible to all team members - even for sophisticated scenarios with multiple conditional branches.

Do I need programming skills?

No. You don’t need any programming expertise. You can set up rules like “IF the amount exceeds $500, THEN show the manager approval step” through a simple configuration screen.

Can teams manage their own rules?

Yes - teams can adjust their own workflow logic without needing IT help every time something changes.

How does this connect to other tools?

While rules are simple to create, they can trigger actions in other systems using Tallyfy’s API, Middleware, or Webhooks.

What actions can rules trigger?

  • Change task assignments
  • Adjust task deadlines
  • Show or hide steps
  • Re-open completed tasks

How can I convert existing flowcharts?

If you have existing flowcharts, Tallyfy’s AI import tool can help turn them into runnable templates.

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.

Templates > Automations

Tallyfy automations are IF-THEN rules added to templates that automatically adapt running processes based on form field entries and task events by showing or hiding steps and assigning tasks and setting deadlines without any manual routing.

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 > 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.