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If-this-then-that

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

Section titled “How do if-this-then-that rules work in Tallyfy?”
Railroad switch routes a role-labeled train down an automated track

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?

Section titled “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?

Section titled “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?

Section titled “Can teams manage their own rules?”

Yes - teams can adjust their own workflow logic and don’t need IT help every time something changes.

How does this connect to other tools?

Section titled “How does this connect to other tools?”

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

What actions can rules trigger?

Section titled “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?

Section titled “How can I convert existing flowcharts?”

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

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