Action functionality
Discover how actions are the building blocks of workflows and how they can revolutionize efficiency in this document. Explore the benefits of automating repetitive tasks and learn how it can translate into significant cost and time savings.
Actions put the work into workflows. They are what will free someone's time from mundane everyday tasks and generally save time and money.
In this section
Action settings
Learn how to customize actions using settings above data fields. Understand the three options available to determine how actions will behave. Get assistance by accessing help information below each setting's name.
Array Iterators
Explore how automation loops are distinct from traditional programming loops and how they iterate through arrays of data values. Unlike programming loops, automation loops do not rely on variable increments. Learn how loops are added and their scope deter
Conditional branches
Learn how to use conditional branches in your automations to customize execution paths based on specific criteria. By simply clicking on a "plus" icon and selecting the option, users can easily configure the condition's criteria. These criteria are usuall
Field mappings
Learn how to effectively use input fields in an automation system with this comprehensive document. Discover how to add both static text and dynamically inserted data values, as well as access helpful resources like help text and available mappable fields
Refreshing action fields
Learn how to dynamically determine input and output fields for actions with our document! Discover how CRM actions, such as adding a new contact, can have custom fields and how the "Refresh Fields" button can update automations when new fields are added t
Testing actions
Actions can be individually tested in the automation editor via the Test button in their settings: