Actions

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.

What an action contains

Setting	What it does
Service	The connected provider that sends the event.
Trigger	The event that starts the action, such as a new message, file, item, or record.
Trigger configuration	Required provider-specific fields. These change depending on the selected trigger.
Filters and conditions	Rules that decide whether the worker should act on the event.
Target work	The workflow or task the worker runs when the event matches.
Enabled	Turns the action on or off without deleting it.

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.

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.

Basics

Capabilities

Features

Settings

What an action contains

Using action cards

When to use Actions

​What an action contains

​Using action cards

​When to use Actions

What an action contains

Using action cards

When to use Actions