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Tallyfy

Interact with Tallyfy workflow automation platform

Overview

This node operation allows you to create a standalone ("one-off") task in the Tallyfy workflow automation platform. Unlike tasks that are part of a process or blueprint, one-off tasks are independent and can be customized with various properties such as title, type, deadline, assignees, and more.

Typical use cases include:

  • Quickly creating an ad-hoc task that does not belong to any predefined workflow.
  • Assigning tasks to specific users, guests, or groups with deadlines and notifications.
  • Managing approvals, expiring tasks, or email-related tasks outside of formal processes.

For example, you might use this node to create a task titled "Review Quarterly Budget" assigned to your finance team with a deadline next week, without having to launch a full process.

Properties

Name Meaning
Task Title The title of the task (max 600 characters).
Task Type The type of task. Options: Task, Approval, Expiring, Email.
Deadline The deadline for completing the task (date and time).
Additional Fields Optional extra fields to customize the task:
- Summary A brief summary describing the task.
- Assign Users Comma-separated list of user IDs to assign the task to.
- Assign Guests Comma-separated list of guest emails to assign the task to.
- Assign Groups Comma-separated list of group IDs to assign the task to.
- Start Date When the task should start (date and time).
- Everyone Must Complete Boolean flag indicating if all assignees must complete the task (true/false).
- Comment Comment to add when completing the task.
- Webhook URL URL to call on task events (for notifications or integrations).
- Tags Comma-separated list of tag IDs to categorize or label the task.

Output

The node outputs the created task's data as JSON. The structure corresponds to the task object returned by the Tallyfy API and includes all properties of the newly created task such as its ID, title, type, deadline, owners (users, guests, groups), summary, tags, and other metadata.

No binary data is output by this node.

Example output snippet (simplified):

{
  "id": "task_12345",
  "title": "Review Quarterly Budget",
  "task_type": "approval",
  "deadline": "2024-07-01T17:00:00Z",
  "owners": {
    "users": ["user1", "user2"],
    "guests": ["guest@example.com"],
    "groups": ["group1"]
  },
  "summary": "Please review the budget before the meeting.",
  "tags": ["finance", "quarterly"]
}

Dependencies

  • Requires an API key credential for authenticating with the Tallyfy API.
  • Needs the organization ID configured in the credentials.
  • The node makes HTTP requests to the Tallyfy REST API endpoint (default base URL: https://go.tallyfy.com/api).

Troubleshooting

  • Invalid or missing API credentials: Ensure the API key and organization ID are correctly set up in n8n credentials.
  • Invalid input values: Required fields like Task Title, Task Type, and Deadline must be provided and valid.
  • Malformed assignee lists: Comma-separated lists for users, guests, and groups must be properly formatted without extra spaces or invalid IDs/emails.
  • API errors: If the Tallyfy API returns errors (e.g., permission denied, resource not found), check that the authenticated user has rights to create tasks and that referenced users/groups exist.
  • Webhook URL issues: If using webhook URLs, ensure they are reachable and accept incoming calls from Tallyfy.

If the node throws errors, enabling "Continue On Fail" can help process multiple items even if some fail.

Links and References

Discussion