Actions & Building Blocks

Learn about the pre-built actions and components you can use to create powerful workflows.

Available Actions

Communication Actions

Send Email Send personalized emails to customers, partners, or team members.

• Custom subject lines with variables
• HTML and plain text templates
• Attachment support
• Multiple recipients
• Track delivery status

Send SMS Send text messages for urgent notifications.

• International phone number support
• Template messages with variables
• Delivery confirmations
• Opt-out handling

Slack/Teams Notification Send messages to team channels or direct messages.

• Rich formatting with buttons and images
• Channel or user targeting
• Thread replies
• Custom bot integration

Data Actions

HTTP API Call Connect to any external system with API support.

• GET, POST, PUT, DELETE methods
• Custom headers and authentication
• JSON, XML, or form data
• Response data available for next steps
• Automatic retry on failures

Database Query Retrieve or update data in your databases.

• SQL query support
• Multiple database types (PostgreSQL, MySQL, etc.)
• Parameterized queries for security
• Result data available as variables
• Transaction support

Transform Data Convert data from one format to another.

• JSON to CSV conversion
• Date format changes
• Field mapping and renaming
• Data validation and cleaning
• Custom transformation rules

Generate Document Create PDFs, reports, or other documents.

• Template-based generation
• Variable substitution
• Multiple output formats
• Custom styling and branding
• Attachment to emails

System Actions

Delay/Wait Pause workflow execution for a specified time.

• Fixed delays (5 minutes, 2 hours, etc.)
• Dynamic delays based on variables
• Business hours only option
• Skip weekends and holidays

File Operations Work with files and documents.

• Upload files to cloud storage
• Download files from URLs
• Process file contents
• Convert file formats
• Organize files in folders

Webhook Send data to external systems.

• Custom payload formatting
• Authentication headers
• Retry logic for failures
• Response handling

Conditional Logic

If/Then Conditions

Make simple yes/no decisions based on data:

Supported Comparisons

• Equals / Not equals
• Greater than / Less than
• Contains text
• Is empty / Is not empty
• Starts with / Ends with
• Matches pattern (regex)

Common Use Cases

• If order amount > $1000 → require manager approval
• If customer is VIP → use expedited shipping
• If email contains "urgent" → escalate to support lead

Switch Conditions

Route workflows based on multiple possible values:

Example: Customer Type Routing

• If customer type = "Enterprise" → Enterprise support team
• If customer type = "SMB" → Standard support team
• If customer type = "Individual" → Self-service portal
• Default → General inquiry queue

Filter Conditions

Process only items that meet specific criteria:

• Process only orders from last 30 days
• Handle only high-priority tickets
• Include only customers in specific regions

Triggers

Webhook Triggers

Receive data from external systems:

• Unique webhook URL for each workflow
• JSON payload parsing
• Custom authentication
• Rate limiting protection
• Request logging for debugging

Schedule Triggers

Run workflows on a timetable:

• Daily - Every day at 9 AM
• Weekly - Monday mornings
• Monthly - First day of each month
• Custom - Complex schedules using cron expressions
• Timezone Support - Run in your local timezone

Manual Triggers

Start workflows with a button click:

• Dashboard buttons
• Email links
• Mobile app triggers
• API endpoint calls

Event Triggers

Respond to system events:

• New document uploaded
• User account created
• Payment processed
• Status changes in connected systems

Organization-Specific Actions

Your organization can create custom actions for unique needs:

Custom API Integrations

• Connect to proprietary systems
• Handle special authentication methods
• Custom data transformation logic
• Organization-specific validation rules

Business Rule Actions

• Apply your specific business logic
• Compliance checking
• Custom approval workflows
• Industry-specific calculations

Legacy System Integration

• Connect to older systems without APIs
• File-based integrations
• Database direct connections
• Custom protocol handling

Error Handling Components

Retry Logic

Automatically handle temporary failures:

• Network timeouts
• Rate limiting
• Server busy responses
• Connection interruptions

Manual Intervention

When human review is needed:

• Workflow pauses at specific points
• Notification sent to designated users
• Dashboard review interface
• Continue, retry, or abort options

Fallback Actions

Alternative paths when primary actions fail:

• Use backup email service if primary fails
• Route to human agent if automated response fails
• Log error and continue with default values

Advanced Features

Parallel Execution

Run multiple actions simultaneously:

• Process large datasets faster
• Call multiple APIs at once
• Send notifications while updating records
• Automatically wait for all to complete

Loop Actions

Process lists and arrays:

• Send email to each customer in list
• Update multiple records
• Process files in batch
• Handle variable-length datasets

Conditional Branches

Complex decision trees:

• Multiple if/then conditions
• Nested decision logic
• Priority-based routing
• Exception handling paths

Data Flow

Variable System

Pass data between actions:

• Output from one action becomes input to next
• Global variables available throughout workflow
• Typed data validation
• Automatic data conversion

Data Transformation

Modify data as it moves through workflow:

• Field mapping and renaming
• Data type conversion
• Calculations and formulas
• Text manipulation

Data Validation

Ensure data quality:

• Required field checking
• Format validation (email, phone, etc.)
• Business rule enforcement
• Data sanitization

Performance Considerations

Efficient Action Selection

• Use built-in actions when possible
• Batch operations for multiple items
• Minimize external API calls
• Cache frequently accessed data

Timeout Settings

• Set appropriate timeouts for each action
• Consider network latency
• Plan for slow external systems
• Implement circuit breakers

Resource Management

• Monitor execution time
• Track memory usage
• Optimize data transfers
• Plan for peak loads

Security Features

Authentication

• Secure credential storage
• OAuth integration
• API key management
• Certificate-based authentication

Data Protection

• Encrypted data transmission
• Secure variable storage
• Access logging
• Data retention policies

Compliance Support

• Audit trail generation
• Data lineage tracking
• Retention policy enforcement
• Regulatory reporting

Getting Help

Action Documentation

Each action includes:

• Clear description of what it does
• Required and optional parameters
• Example configurations
• Common use cases
• Troubleshooting tips

Testing Tools

• Test actions with sample data
• Preview generated content
• Validate API connections
• Debug variable values

Support Resources

• Video tutorials for common actions
• Template library with examples
• Community forum discussions
• Direct support for complex cases