Tagged: actions
135 documents
clear filterArray Data
Configure forms to receive and display array data by mapping arrays to multi-input containers with line items that render each element.
Replace text in action field mappings
Use the find-and-replace feature to update text across multiple action field mappings simultaneously in your automation workflows.
Test Account Selection
Control which connected service account runs during testing by selecting from a dropdown when multiple accounts are configured for an app.
Comparing Versions
View changes between automation and subroutine versions using visual diff comparisons, comparing the latest version against earlier versions or any two saved versions.
Data-mapped settings
Configure action settings to receive values dynamically at runtime through data mapping instead of using static configurations.
Action functionality
Actions are the executable tasks within workflows that automate manual processes and eliminate repetitive work, saving time and resources across your operations.
Embedded Forms
Embed forms on any web page by adding a script tag and container div to your HTML. Get the embed code from the automation settings or form editor.
Obtaining a step number in graphical history
Right-click any action in graphical history to copy its step number to your clipboard for reference or debugging.
Create a group
Organize multiple actions into collapsible groups within the editor by selecting actions and using the context menu to create named groups for better workflow structure.
Default Rate Limit
Connection-level rate limits control how frequently HTTP calls can be made from an app, enforced either per connection or globally across all accounts and connections in the system.
Browser storage
Browser storage actions save and fetch data in the user's local storage, persisting across page reloads and multiple chat widgets on the same domain. Data can expire after a configured number of hours.
AI field mapping assistant
AI-powered assistant that helps configure field mappings through conversation, making bulk edits, transforming data with code, and explaining complex mapping logic across action chains.
Action Assemblies
Structuring actions with input modules, data formatting, API invocation, error handling, and output modules to process external system requests within automations.
Assembly editor settings
Configure assembly editor behaviors including scroll speed, grid snapping, service account visibility, data reuse optimization, automatic module execution, and debug mode options for diagram construction.
Action settings
Configuration options that control action behavior and appear before mappable data fields in the action interface.
Collector
Aggregates items into named buckets for later retrieval and processing. Stores collected data in the system database until explicitly dumped, enabling batch operations like sending daily email digests.
Refreshing trigger fields
Reloading dynamic output fields from your connected systems when new custom fields are added to triggers.
Adding a Licensed User
Steps to add paid Zoom users to your main account and assign them host licenses so they can be connected to your ZoomConnect integration.
Emit first non-empty value
The emit first non-empty value action selects the first populated value from a prioritized list, with optional fallback default, useful for conditional branching scenarios.
Break Iterator
Halting Array Iterator iterations based on conditional evaluations using break statements scoped to the nearest iterator level.
Creating a subroutine
Step-by-step process for building a new subroutine, including configuring input triggers, adding actions, defining output fields, and saving with a name and description.
Connecting app accounts
Enabling users to establish app connections directly within form automations using the Human Interaction app's connection workflow action.
Date Time
The Date Time system utility provides triggers to schedule when automations execute and actions to pause or snooze automation processing.
Error handling
Configure how automations respond when actions fail, using options to halt processing, ignore non-critical errors, or continue regardless of errors.
Retrying multiple errors
Batch retry failed executions from the execution history using stored data or by refetching from triggers, with options to specify retry behavior across multiple errors.
Replace text in action names
Search for specific text in action names across your automation, then replace all instances with new text in a single operation.
Searching for actions in graphical history
Filter and navigate workflow actions in graphical history view by searching output data, names, settings, field mappings, or step numbers with highlighted results.
Executing a form automation
Configure child form automations to process form submissions when triggered by a parent automation using the "executed by automation (instant)" System app trigger.
Automations
Foundational concepts for the APIANT automation platform, including automations, triggers, actions, apps, and the automation editor used to build workflows.
App Assemblies
App assemblies handle user credential collection and validation for API integrations, supporting patterns like no authentication, user-entered credentials, and OAuth workflows.
Array Iterators
Looping mechanism that processes array elements by iterating based on the largest array emitted by a selected action, commonly used for processing grouped data like order line items.
Changing the mapped parent action
Replacing a parent action in field mappings by selecting a different action that emits the same output fields through the swap arrow icon.
Execution history
View detailed records of each automation execution including processed rows, errors, billing units, and searchable history with retention based on system configuration or subscription plan.
Form Actions
Creates dynamic forms with data-mapped values and generates unique URLs for distribution. Includes await form submission actions that pause automations until forms are submitted and return field values.
Retrying a single errored data row
Manually retry individual errored data rows from the data row history screen using stored data, edited data, or fresh data fetching from triggers.
Concurrency
Configure how many instances of an automation can run simultaneously, controlling parallel execution for webhook triggers and execution chains.
Dynamic Lists
Populate Dropdown and Multi-Select List elements with dynamic values from automation arrays at runtime instead of using static predefined options.
Copy-paste field mappings
Copy field mappings between actions by right-clicking to transfer configurations for shared input fields, saving time when configuring similar actions.
Form Apps
Multiple forms can be sequentially displayed to end users within a single automation session, with conditional logic determining which form appears next based on user input and processing logic.
Subassemblies
Reusable assembly diagrams with defined inputs and outputs that can be nested within other diagrams to reduce complexity and promote functionality reuse.
API Integrations
Build apps, triggers, and actions by creating assemblies in the Assembly Editor that control automation execution, configuration, and error handling.
Group actions
Group menu options enable bulk operations on the currently selected folder and its contents through actions accessible from the top right interface.
Retrying multiple errored data rows
Bulk retry failed data rows from the data row history screen by selecting errors and choosing whether to reuse stored data or refetch from triggers.
Searching the list
Find automations by name, number, tag, implementation content, or execution history data using the dashboard search feature.
Automatic Error Retries
Configures which errors trigger automatic retries with exponential backoff scheduling up to eight attempts, primarily for transient HTTP and communication failures in transaction modules.
Viewing input/output
Easily track and monitor triggers and actions in real-time with graphical history. Hover over each one to view detailed input and output information. Enhance your user experience and optimize your workflows effortlessly.
Disabling data storage
Configure automations to prevent the system from storing processed data, useful for compliance with privacy regulations like HIPAA.
Conditional branches
Configure conditional branches to direct automation workflows through different execution paths based on criteria logic, supporting AND/OR operators and nested conditions.
Chatbot goal automations
Goal automations steer chatbot conversations toward specific outcomes by collecting user information and executing sequential tasks. They operate independently from AI invocation and can be nested to accomplish complex workflows.
Graphical history view
Visual representation of how a single data row flows through triggers and actions, with color coding showing execution status and errors.
Searching execution history
Search execution history using text queries across transaction data, trigger outputs, and action fields, with support for AND/OR logic, status filters, and date range restrictions.
Search by action name
Locate actions within your workflows by searching for their names, with automatic expansion of groups and navigation between matches using arrow buttons or keyboard shortcuts.
Feed
Monitor RSS, Atom, and RDF news feeds with triggers, or create custom feeds using automation to aggregate and filter content.
Data Transforms
Data transforms convert and manipulate values between formats, with categorized actions for text, dates, numbers, and other data types accessible through the interface.
Importing an automation
Restore previously exported automation files to your account using the Import menu, choosing between standard import to update existing automations or create new to duplicate them.
Integration Decision Trees
Visual flowcharts for determining which app, action, and trigger assembly types to use when building APIANT integrations.
File
Creates temporary files on the server with specified text content and generates accessible URLs for use in other workflow actions.
Sorting the list
Organize your automations list by name, ID, or runtime references to find specific automations and visualize parent-child relationships between automations and subroutines.
Disabling logging
Turn off debug logging for automation triggers and actions to save filesystem space, while maintaining the ability to re-enable it anytime via menu settings.
Search by action setting
Search automations for actions with specific named settings and values, like finding all actions where scope is set to My account.
Viewing item details in history
View configuration settings and debug logs for triggers, actions, conditionals, and loops directly from the graphical history view by clicking items or using the Details button.
Your first assembly
Step-by-step walkthrough of building your first assembly by fetching and displaying article titles from an RSS feed using the assembly editor.
Ungrouping
Removing group containers from actions while preserving the individual actions within them for independent use and management.
Datafiles
Capture automation data into daily CSV files for export to external tools like ChatGPT, organized by topic with configurable columns and file size limits.
Chatbot tool automations
Tool automations extend chatbot capabilities by wrapping actions that the AI model can invoke based on conversation context. Build them with input fields, actions, and output definitions.
Copy-paste multiple items
Select multiple consecutive actions using right-click options, then copy and paste them within or across different automation diagrams in the editor.
Features that are not supported in ShopConnect
ShopConnect does not synchronize gift cards between platforms, and refunds require manual processing on both systems. Mindbody packages are not supported but can be replicated using Shopify collections.
Building Automations
Build automated workflows by connecting triggers to actions in APIANT's low-code automation editor. Learn workflow structure, configuration, and execution.
Settings annotations
Control which trigger and action settings display to end users during template deployment and initial automation configuration, with optional annotation text.
Field mappings
Connect action input fields to dynamic data from triggers and previous actions using field mapping, with search and full-screen editing capabilities.
Copy-paste via clipboard
Transfer action items between automations by copying them to your system clipboard and pasting into a different browser session or tab.
HTTP
HTTP app provides triggers to fetch data from URLs and actions to make REST API calls using common HTTP verbs like GET, POST, PUT, and DELETE.
Determine if an automation is referenced
Find which automations reference another automation through execute automation or turn automation on/off System actions using the gear menu option.
Conversation memory
Conversation memory stores temporary values during a single chat session using actions to save and retrieve named data scoped to that conversation's unique identifier.
Latch groups
Synchronization mechanism allowing parent automations to execute multiple child automations in parallel and wait for all of them to complete before continuing processing.
Refreshing action fields
How to refresh dynamic action fields when the connected system updates its available input or output fields.
Executing a subroutine
Configure and call subroutines from automation workflows by selecting the execute subroutine action, choosing a subroutine, mapping input fields, and accessing output values in subsequent steps.
Service Accounts
Service accounts in the assembly editor group multiple API connections under a single named context so credentials can be rotated or scoped without touching each module individually.
Form Triggers
Generating shareable URLs for public forms that trigger automations when submitted, with a drag-drop designer and field processing capabilities.
Search by field mappings (cloned)
Locate actions containing specific values in their input field mappings by searching across automation configurations.
Manage account data
Access and search automation data stored at the account scope, with options to filter by column, sort by creation date, and perform individual row actions.
Search by field names
Locate actions within an automation by searching for specific input field names, with navigation controls to move between matching results.
Managing stored data
Access and manage automation scope data stored in your account, including searching entries and performing row-level actions like deletion and editing.
Testing actions
Run individual actions with test data in the automation editor to verify outputs and troubleshoot errors before deploying your workflow.
Trigger Assemblies
Mechanisms that execute automation actions when criteria are met, including polling, webhooks, scheduled time-based triggers, gated threshold triggers, protocol connections, and bulk export options.
External account association
Link user identities between your business system and the chat widget by appending query parameters to the embed URL or storing values in browser local storage.
Webhook Triggers
Webhook triggers enable automations to execute immediately when third-party systems push data via webhook URLs, supporting both manually configured and API-registered webhook variations.
CalendarConnect: Calendly → Mindbody
Turnkey one-way integration that automatically creates Mindbody appointments from Calendly bookings with real-time sync, client profile creation, and custom question mapping.
Human interaction
Human Interaction enables triggers for form submissions and actions to create forms, await responses, and manage moderation queues within automations.
URL query parameters
Pre-populate form fields and control element visibility using URL query parameters by matching parameter names to input field names or appending _visible=false to hide elements.
Trigger/Action Commonality
Shared capabilities of trigger and action assemblies including API credential handling, error handling behavior, and configuration settings exposed to automation editors.
Lookup tables
Database storage utility that enables creating, managing, and querying lookup tables for storing reference data like countries, regions, and custom information in the system.
Search by step number
Use step numbers to quickly locate specific steps in large automation diagrams by entering the number in the search field to highlight and navigate to that step.
Forms Overview
Native form functionality for automations using a drag-drop editor. Includes form triggers for public submissions and form actions with data mapping and submission awaiting.
Convert text into a PDF file easily using the PDF system utility app. Generate a temporary PDF file on the server and obtain a URL for easy access. Perfect for creating PDFs to send as email attachments. Try it now!
Disabling multiple items
Prevent multiple consecutive actions from executing by selecting a range of items and disabling them together during automation runs.
Replace one assembly with another
Substitute an assembly's implementation with another assembly of the same type, using the latest version of the source assembly.
MCP Tools
MCP (Model Context Protocol) is an open-source standard that allows artificial intelligence models to connect with external data sources and tools, enhancing their ability to access information and...
Two-Way Sync
Bidirectional synchronization between systems using specialized triggers and actions that prevent infinite loops by tracking unique row identifiers and mapping data fields between applications.
CRMConnect: Cliniko → ActiveCampaign
Automates patient data synchronization from Cliniko to ActiveCampaign, including appointments, invoices, and engagement tags, enabling targeted communications and real-time record updates for healthcare practices.
Moderation Queues
Implement human review checkpoints in automations using queues where reviewers approve or deny items before processing continues, with optional scope-based routing to different reviewers.
System
System utility app providing triggers for workflow testing, stub operations, and actions to control automations and retrieve system information about apps and automation status.
Documentation notes
Notes attached to automation actions support rich text formatting with hyperlinks and images to document your workflows.
Export an automation
Download an automation and all its dependencies as a portable file for transferring between systems or sharing with other users.
Rate Limits
Enforce request throttling across automations using named rate limiters with configurable scope levels, from single automation to entire tenant system.
Web Service
Synchronous trigger that receives input data from external systems via HTTP and returns output data back to the caller after processing the automation logic.
04 - New sale (instant) In Mindbody → _zapier
Triggers when a sale completes in Mindbody, providing client information, transaction details, items purchased, payment amounts, and sale metadata.
Webhook
Webhook triggers receive incoming data payloads in JSON or XML format from external systems, automatically queuing automation execution when events occur without polling.
Snoozing automations
Pauses automation execution for a specified duration, allowing workflows like marketing drip campaigns to resume processing at a scheduled time without server overhead.
04B - New sale line item (instant) In Mindbody → _zapier
Webhook event triggered instantly when a new sale is recorded in Mindbody, providing comprehensive details about the client, transaction, purchased items, and payment information for downstream automation.
System Utilities
Built-in trigger and action capabilities available natively within the system without requiring external integrations.
Enable multiple items
Activate multiple disabled items at once by selecting a range of actions and using the enable option from the context menu.
04C - New sale itemized payment (instant) In Mindbody → _zapier
Triggers when a new sale is recorded in Mindbody, providing client details, transaction information, itemized payment data, and staff member responsible for the sale.
Finding mapped items
Locate all mappings from a specific trigger or action throughout your workflow using the find feature to highlight and navigate between connected items.
CRMConnect: Mindbody → ActiveCampaign
Turnkey bi-directional integration that syncs client profiles, 120+ custom fields, memberships, class bookings, appointments, visits, sales pipelines, and marketing automation data between Mindbody and ActiveCampaign — instantly.
Publish template to production
Publish automation templates from development to production systems using gear or group menu options, selecting destination systems and tenants.
Groups
Collapse and organize related automation actions into groups to simplify workflow visuals and hide implementation details from specific users.
Trigger functionality
Exploration of what initiates automations, covering instant webhooks, polling schedules, datetime controls, and two-way sync triggers that emit data rows for processing.
Moving a single item
Reposition triggers horizontally and action items vertically within automation workflows using directional arrows, with confirmation prompts for ambiguous placements.
Your first automation
Building your first automation requires adding a trigger and an action. Start by selecting an app or system utility trigger, configure any settings, then add an action to complete the workflow.
Mindbody Pricing Option/Service Discontinuation: Integration with Shopify
Manage discontinued Mindbody pricing options and track their synchronization with Shopify, including product archival across single or multiple locations.
Moving multiple items
Select multiple consecutive actions using right-click options, then move them together to a new location in your workflow using the plus icon menu.
Open a trigger or action assembly
Access the assembly implementation for triggers and actions through right-click context menu if you have Assembly Developer or Switch Account permissions.
Explore our documentation
Central hub for navigating APIANT documentation by subscription type or task, with quick links to account management, automation building, app connections, and platform features.
Removing a single item
Deletes individual automation items and manages field mapping references when removing triggers or actions from workflows.
Refreshing Product sync list when using the setting 'Fetch products Sellable Online Only'
Manually queue Mindbody retail products marked as Sell Online for immediate synchronization to your Shopify storefront without waiting for the standard 15-minute sync interval.
Removing multiple items
Select a range of consecutive items by right-clicking the first and last items, then remove them all at once from the editor.
ShopConnect Error Alert Reporting
ShopConnect error alerts notify you of sync issues between Mindbody and Shopify with detailed problem descriptions and resolution steps sent to your configured admin email address.
Replace an item
Substitute triggers or actions in automations while preserving downstream mappings when output field names match between the old and new items.
What is APIANT?
APIANT is an integration platform you drive through Claude Code and the APIANT plugin. Describe the integration in plain English; Claude builds, tests, and ships it.
Shared App Connections
Sharing one connection from a parent account across all of a multi-location customer's linked child accounts — keeps config simple and applies one rate-limit budget across every location.
Assembly Editor
Visual drag-and-drop editor for building automations, API endpoints, batch jobs, and widgets by connecting app integrations, triggers, and actions into assembly diagrams.
Automation Editor
Build and manage sophisticated automation workflows with a visual editor that connects triggers, actions, and conditions to orchestrate complex business processes.
Alert Mappings
Alert mappings generate descriptive messages in email reports when triggers, actions, or automations fail, configurable at trigger/action, automation, or system level.
Keyvalue Storage
Generic database storage mechanism organized in a five-level hierarchy of scopes, key groups, keys, value names, and values with modules for inserting, retrieving, and deleting data.