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Tallyfy

Interact with Tallyfy workflow automation platform
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Overview

This node integrates with the Tallyfy workflow automation platform to find the ID of a process by searching for a name or search term. It is useful when you need to programmatically retrieve the unique identifier of a process instance within an organization, enabling further automated actions such as updates, task retrievals, or archival based on that process ID.

A practical example: You have a process running in Tallyfy and only know its name or partial name. Using this node's "Find Process ID" operation, you can search for the process and get its ID to use in subsequent workflow steps, like fetching tasks related to that process or updating it.

Properties

Name Meaning
Search Term The name or search term used to find the process ID. This is a required string input.

Output

The output is a JSON array where each item represents a found resource matching the search term. For the "Find Process ID" operation, each item includes:

  • id: The unique identifier of the process.
  • name: The name or title of the process.
  • type: The type of resource found, here it will be "process".

Example output JSON item:

{
  "id": "12345",
  "name": "Quarterly Budget Approval",
  "type": "process"
}

No binary data is output by this node.

Dependencies

  • Requires an API key credential for authenticating with the Tallyfy API.
  • Needs the organization ID configured in the credentials.
  • Uses the Tallyfy REST API endpoint (default: https://go.tallyfy.com/api).

Troubleshooting

  • No results returned: Ensure the search term exactly or partially matches existing process names. Also verify the organization ID and API credentials are correct.
  • Authentication errors: Check that the API key credential is valid and has access to the specified organization.
  • API rate limits or connectivity issues: Confirm network connectivity and that the Tallyfy API service is operational.
  • Unexpected errors: Enable "Continue On Fail" in the node settings to capture error messages in the output for debugging.

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