馃攷 Action 路 Overview 路 Workflow Automation

An Action is one of the three parts of an automation and it is the third block in the automation editor. Multiple actions can be configured, each with its own block.

To enable any type of automation, you鈥檒l need to set up a trigger and one or more actions. Some automations also use filters.

  • A trigger is an event that starts an automation. The 鈥淲hen this happens鈥 statement. For example, 鈥淲hen a status changes鈥 Learn more about 鈫
  • Filters are optional and start actions only if certain conditions are met. The 鈥淎nd if conditions are met鈥 statement. For example, "only if the status changes to done" Learn more about 鈫
  • An action is an event the automation performs automatically after it is triggered. The 鈥淭hen do that鈥 statement. For example, 鈥渢hen send an email to a customer鈥.

:bulb: Note: The following topic assumes you鈥檙e an admin or owner. Otherwise, you won鈥檛 see all these options.

Set an action by creating a new automation

  • Go to an app

  • Click on the ... menu next to the app name

  • Tap on Workflow automation

  • Click either the New automation button on the top right or click the + Create new automation card in the gallery

  • Name the brand new automation with a title, that appeared with some options first. In order to further describe your automation, hover over the name and click on Add description .

  • First automation block - Trigger - the 鈥淲hen this happens鈥 automation statement

    • Choose a trigger - the event when this automation should be triggered, for example When a record is created
    • Set your trigger, for example, 鈥淲hen a record is created鈥 by selecting the app where the automation should be triggered
  • Second automation block - Filter (optional) - the 鈥淎nd if conditions are met鈥 automation statement

    • Choose the existing filter or click + Add filter to add another filter
    • Set your filter to start actions only if certain conditions are met:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
      • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. 鈥渋s empty鈥 and 鈥渋s not empty鈥 do not require you to input a field value
  • Third automation block - Action - the 鈥淭hen do that鈥 automation statement

    • Click on + Add action and choose between various actions for example Update record
    • Click + Add field - every field type has its own row. Add as many as you like.
    • Set up the action condition to create the new record:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu depends on the selected field type i.e., Set value, Set options, Set date, etc.
      • A field value - enter the field value for the selected field from the first dropdown
  • Click on Create automation at the top right

:bulb: The automation will run automatically in the background to look for the trigger event and it will run the action steps every time the trigger event occurs.

Edit and manage action

The automation editor allows you to edit or manage actions and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation at the gallery of the automation center. From this point, you can choose between various options.

Edit and manage action

Action settings

  • Hover over the action block and click on the ... at the very right
  • Choose between the following settings:
    • Select an author for the automation - Automation is selected by default
    • Silent - if switched on, notifications will not be sent for this action
    • Trigger other automations - if switched on, other automations will be triggered from this action
    • Trigger webhook - if switched on, a webhook event will fire from this action
    • Turn into - to change to another action
    • Duplicate
    • Remove

Action setup

Each action, whether basic or advanced, has its own setup that allows you to create the best automation possible. Click on the link for each action in the list below to get specific detail.

As an example the setup for the action 鈥淯pdate record鈥:

  • Set up the action condition:

    • A field to be evaluated, at the first dropdown menu
    • An operator at the second dropdown menu depends on the selected field type i.e., Set value, Set options, Set date, etc.
    • A field value - enter the field value for the selected field from the first dropdown
  • Click on each action condition麓s ... menu to:

    • Duplicate
    • 锘縍emove
  • Rearrange action conditions or any action, if there are several in one automation:

    • Hover over the drag & drop 鈦濃仢 icon on the left of every action condition and hold it
    • Drag and drop

Add multiple actions to the same automation

  • You can create more actions and combine the actions at the same automation. These can be nested up multiple layers deep. Here鈥檚 how:
    • Add multiple actions by clicking + Add action and choose between various actions
    • Setup each action for itself
    • Actions execute one by one

Keyboard shortcuts

Tape麓s automations are fully equipped with keyboard shortcuts, so you can do everything without ever touching the mouse. Check out more 鈫

Save changes

Click the save change button on the top right or use the keyboard shortcut cmd/ctrl + S

Action types and status

:blue_heart: Released

BASIC

ADVANCED

Check out how to create an automation 鈫

馃啎 Action 路 Create PDF 路 Workflow Automation
馃啎 Action 路 Send email 路 Workflow Automation
馃啎 Action 路 Get previous values 路 Workflow Automation
馃啎 Action 路 Search for records 路 Workflow Automation
馃啎 Action 路 Restore the current record action 路 Workflow Automation
馃啎 Action 路 Sort collected 路 Workflow Automation
馃啎 Action 路 End run 路 Workflow Automation
馃啎 Trigger 路 When a record is deleted 路 Workflow Automation
馃啎 Trigger 路 When a record is created 路 Workflow Automation
馃啎 Trigger 路 When a record is updated 路 Workflow Automation
馃啎 Trigger 路 When a date field arrives 路 Workflow Automation
馃啎 Trigger 路 When a webhook is received 路 Workflow Automation
馃啎 Action 路 Comment on collected 路 Workflow Automation
馃啎 Action 路 Clear collected 路 Workflow Automation
馃啎 Action 路 Update collected 路 Workflow Automation
馃啎 Trigger 路 When another automation calls 路 Workflow Automation
馃啎 Action 路 Call automation 路 Workflow Automation
馃啎 Trigger 路 On schedule 路 Workflow Automation
馃啎 Action 路 Update related records 路 Workflow Automation
馃啎 Action 路 Call automation on collected 路 Workflow Automation
馃啎 Action 路 Get view 路 Workflow Automation
[UPDATE 馃専] Action 路 Create web link 路 Workflow Automation
馃啎 Trigger 路 Web link clicked 路 Workflow Automation
馃啎 Action 路 Rollup collected 路 Workflow Automation
馃啎 Action 路 Display a message on a web page 路 Workflow Automation
馃啎 Trigger 路 When a comment is added 路 Workflow Automation
馃啎 Action 路 Delete current comment 路 Workflow Automation
馃啎 Action 路 Reply to comment 路 Workflow Automation
馃啎 Action 路 Send email to collected 路 Workflow Automation
馃啎 Action 路 Filter collected 路 Workflow Automation