n8n-nodes-tallyfy

This is an n8n community node that lets you automate and integrate Tallyfy in your n8n workflows.

Tallyfy is a workflow automation platform that specializes in people-driven tasks - coordinating human work, approvals, and collaborative processes. It complements n8n perfectly: while n8n excels at automated, unattended tasks (API calls, data processing, system integration), Tallyfy handles the human elements of your workflows. Together, they create complete end-to-end automation that seamlessly blends automated processes with human decision points and actions.

n8n is a fair-code licensed workflow automation platform.

Installation

Follow the installation guide in the n8n community nodes documentation.

Community Installation

1. Go to Settings > Community Nodes
2. Select Install
3. Enter n8n-nodes-tallyfy in the input field
4. Agree to the risks of using community nodes
5. Select Install

Manual Installation

To install this node manually in n8n:

npm install n8n-nodes-tallyfy

Then restart your n8n instance.

Operations

Resources

The Tallyfy node supports 60+ operations across 10 resources:

📘 Blueprint (Process Templates)

Note: Blueprints in the API are called "Templates" in the Tallyfy UI

• Get - Get a specific blueprint/template
• Get Many - List all blueprints/templates with filtering options
• Create - Create a new blueprint/template with required type field
• Update - Update an existing blueprint/template
• Delete - Delete a blueprint/template

🔄 Process (Running Instances)

• Launch - Launch a new process from a blueprint
• Get - Get a specific process
• Get Many - List all processes with filtering options
• Get Tasks - Get all tasks in a process
• Update - Update process metadata
• Archive - Archive a process

✅ Task

• Get - Get a specific task
• Get Many - List all tasks with filtering options
• Create One-Off - Create standalone task with full configuration
• Update Properties - Update title, deadline, and assignees
• Clone - Duplicate an existing task
• Complete - Mark a task as complete
• Delete - Delete a task

📝 Form Field

• Get Fields - Get all form fields from a process or task
• Update Value - Update form field value (supports member and guest access)

💬 Comment

• Create - Add a regular comment to a task
• Update - Update an existing comment
• Delete - Delete a comment
• Create Bot - Add an automated bot comment
• Report Problem - Report a problem/blocker on a task
• Resolve Issue - Mark a problem thread as resolved

👤 User

• Get Current - Get current authenticated user info
• Get - Get a specific user
• Get Many - List all users in organization
• Invite - Invite a user with role assignment
• Update Role - Change user role (admin/standard/viewer)
• Enable - Activate a disabled user
• Disable - Deactivate a user
• Convert to Guest - Convert member to guest

👥 Guest

• Create - Create a new guest user
• Get - Get a specific guest
• Get Many - List all guests
• Update - Update guest information
• Convert to Member - Upgrade guest to full member
• Delete - Remove a guest

👨‍👩‍👧‍👦 Group

• Create - Create a new group
• Get - Get a specific group
• Get Many - List all groups
• Update - Update group and manage members
• Delete - Delete a group

🔍 Search

• Global - Search across all resources
• Tasks - Search only tasks
• Processes - Search only processes
• Blueprints - Search only blueprints

🔎 ID Finder

• Find Process ID - Find process by name
• Find Task ID - Find task by title
• Find Blueprint ID - Find blueprint by name
• Find Form Field ID - Get form field IDs from a process
• Find User ID - Find user by email or name
• Find Group ID - Find group by name

Credentials

To use this node, you need to create Tallyfy API credentials:

1. Access Token: Get your Personal Access Token from your Tallyfy account:

   • Log into Tallyfy
   • Go to Settings > Integrations > REST API
   • Generate or copy your access token

2. Organization ID: Find your organization ID from your Tallyfy URL:

   • Look at your browser URL when logged into Tallyfy
   • It will be in the format: https://app.tallyfy.com/org/YOUR_ORG_ID
   • Copy the YOUR_ORG_ID part

3. Base URL (optional): Default is https://go.tallyfy.com/api

   • Only change this if you're using a different Tallyfy environment

Usage Examples

Example 1: Launch a Process

Launch a new process instance from a blueprint:

1. Add a Tallyfy node to your workflow
2. Select Process as the resource
3. Select Launch as the operation
4. Enter the Blueprint ID
5. Enter a name for the new process
6. Optionally add additional fields like summary, due date, or tags

Example 2: Complete Tasks Automatically

Complete tasks based on external triggers:

1. Add a trigger node (webhook, schedule, etc.)
2. Add a Tallyfy node
3. Select Task as the resource
4. Select Complete as the operation
5. Use expressions to pass the Task ID dynamically
6. Optionally add a completion comment

Example 3: Create Comments from External Sources

Add comments to tasks from external systems:

1. Receive data from another system (email, Slack, etc.)
2. Add a Tallyfy node
3. Select Comment as the resource
4. Select Create as the operation
5. Map the task ID and comment text from your input data

Example 4: Sync Users

Keep user lists synchronized:

1. Add a Tallyfy node to get all users
2. Select User as the resource
3. Select Get Many as the operation
4. Process the user list as needed
5. Use another Tallyfy node to invite missing users

Advanced Features

Filtering and Pagination

When using "Get Many" operations, you can:

• Filter by status, tags, or search terms
• Sort results by various fields
• Control pagination with the "Return All" option or set specific limits

Error Handling

The node includes built-in error handling:

• Continues on fail option for batch processing
• Detailed error messages for troubleshooting
• Automatic retry with proper authentication headers

Dynamic Data

All fields support n8n expressions, allowing you to:

• Use data from previous nodes
• Build dynamic queries
• Create conditional workflows

API Rate Limits

Tallyfy API has the following rate limits:

• 600 requests per minute per IP address
• Automatic handling of rate limit responses
• Consider using delays between bulk operations

Support

For complete integration documentation and setup guides, visit: Tallyfy n8n Integration Guide

For issues specific to this node, please create an issue on GitHub.

For general n8n support, visit the n8n community forum.

For Tallyfy API documentation, visit Tallyfy API Docs.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

MIT

Resources

• Tallyfy n8n Integration Guide - Complete setup and usage documentation
• n8n community nodes documentation
• Tallyfy API documentation
• Tallyfy website