TallyfyInstall

Overview

This node integrates with the Tallyfy workflow automation platform, allowing users to manage various resources such as blueprints, processes, tasks, users, guests, groups, and more. Specifically, for the Guest resource with the Convert to Member operation, the node converts a guest user into a full member within the organization.

This operation is useful in scenarios where you initially invite someone as a guest (with limited access) and later want to upgrade their status to a full member, granting them broader permissions and capabilities within Tallyfy.

Practical example:
You have a contractor working on a project as a guest but now want to convert them to a full team member so they can participate fully in workflows and access additional features.

Properties

Output

The output JSON contains the response from the Tallyfy API after attempting to convert the guest to a member. Typically, this will include details about the updated user/member object or an error message if the conversion failed.

The node does not output binary data.

Example output structure:

{
  "id": "user-id",
  "email": "guest@example.com",
  "status": "member",
  "name": "Full Name",
  ...
}

Dependencies

• Requires an API key credential for authenticating with the Tallyfy API.
• The node uses the base URL https://go.tallyfy.com/api by default unless overridden in credentials.
• Requires the organization ID to construct API endpoints.

Troubleshooting

• Common issues:

  • Providing an incorrect or non-existent guest email will result in an error because the API cannot find the guest to convert.
  • Missing or invalid API credentials will cause authentication failures.
  • Insufficient permissions for the API key may prevent converting guests to members.

• Error messages:

  • "Guest not found": Verify the email address is correct and that the guest exists.
  • "Unauthorized" or "Authentication failed": Check that the API key credential is valid and has necessary permissions.
  • "Conversion not allowed": The guest might already be a member or there are restrictions on conversion; verify the guest's current status.

Links and References

• Tallyfy API Documentation (general reference for API endpoints and usage)
• Tallyfy Workflow Automation Platform

If you need details on other operations or resources, feel free to ask!