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Actions let a worker respond to events from connected services. Instead of waiting for a person to ask or a calendar time to arrive, an action starts when a configured trigger occurs.
Actions are feature-gated. If your workspace does not have Actions enabled, this section will not appear in the app.

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What an action contains

SettingWhat it does
ServiceThe connected provider that sends the event.
TriggerThe event that starts the action, such as a new message, file, item, or record.
Trigger configurationRequired provider-specific fields. These change depending on the selected trigger.
Filters and conditionsRules that decide whether the worker should act on the event.
Target workThe workflow or task the worker runs when the event matches.
EnabledTurns the action on or off without deleting it.

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Using action cards

Each action appears as a card. From the card, you can:
  • Review the action summary.
  • See configured conditions.
  • Open details.
  • Enable or disable the action.

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When to use Actions

Use actions for work like:
  • Processing new inbound emails that match certain criteria
  • Starting a workflow when a record changes in an external system
  • Reviewing new files as they arrive
  • Creating follow-up work from operational events
Actions can trigger work automatically. Before enabling actions that send messages, edit records, or perform destructive operations, review the worker’s Security & Privacy settings.