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Overview

This node integrates with the Tallyfy workflow automation platform to manage users within an organization. Specifically, the User - Invite operation allows you to send invitations to new users by providing their email, name, role, and a custom invitation message. This is useful for automating user onboarding processes in your organization, ensuring that new members receive timely invitations with personalized messages.

Practical examples:

  • Automatically invite new team members when they are added to your HR system.
  • Send customized onboarding invitations to contractors or external collaborators.
  • Manage user roles and access levels during the invitation process.

Properties

Name Meaning
Email Email address of the user to invite
First Name First name of the user (max 32 characters)
Last Name Last name of the user (max 32 characters)
Role Role for the user; options: Admin, Standard, Light
Invitation Message Message to include in the invitation (max 5000 characters); default is a standard invite

Output

The output JSON contains the response from the Tallyfy API after sending the invitation. It typically includes details about the invited user such as their ID, email, name, role, status, and any metadata returned by the API.

No binary data is output by this operation.

Example output structure (simplified):

{
  "id": "user-id",
  "email": "user@example.com",
  "first_name": "First",
  "last_name": "Last",
  "role": "standard",
  "status": "invited",
  "created_at": "2024-01-01T00:00:00Z"
}

Dependencies

  • Requires an API key credential for authenticating with the Tallyfy API.
  • The node uses the base URL https://go.tallyfy.com/api or a custom base URL if configured.
  • Requires the organization ID to target the correct Tallyfy organization.

Troubleshooting

  • Common issues:

    • Invalid or missing API credentials will cause authentication errors.
    • Providing invalid email formats or missing required fields will result in validation errors.
    • Insufficient permissions for the API key may prevent inviting users.
    • Network connectivity issues can cause request failures.

  • Error messages:

    • "401 Unauthorized": Check that the API key credential is valid and has proper permissions.
    • "400 Bad Request": Verify all required fields (email, first name, last name, role, message) are correctly provided and formatted.
    • "403 Forbidden": Ensure the API key has rights to invite users in the specified organization.
    • "404 Not Found": Confirm the organization ID is correct and accessible.

Resolving these usually involves verifying credentials, input data correctness, and network connectivity.

Links and References

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