Actions

Actions

Actions are the tasks your automation executes. You can chain multiple actions in sequence, and each action receives context from the trigger and previous steps.

Communication Actions

• Send Email — Send a templated email. Configure the recipient (to), subject, and body. The email body supports the same tokens available in the trigger context (e.g., recipient name, document title, payment amount).
• Send Reminder — Send a reminder notification for the current document or invoice. Choose the reminder type (payment reminder, signing reminder, etc.).
• Notify Owner — Send an internal notification to the document or record owner. Configure the subject and message.

Document Actions

• Update Status — Change the document’s status to a specified value.
• Log Activity — Add an activity log entry to the document with a custom message and activity type.
• Add Comment — Add a comment to the document’s comment thread.
• Archive Document — Archive the document (soft-hide from the main list).
• Void Document — Void the document with an optional reason.
• Generate PDF — Queue PDF generation for the document.
• Mark as Paid — Record a manual payment on the document. Configure the payment method and optional notes.
• Extend Due Date — Push the due date forward by a number of days, or set a specific new date.

Contact Actions

• Update Contact Field — Change a specific field on the contact associated with the trigger event. Select the field and the new value.
• Create Contact — Create a new contact from the data available in the trigger context (e.g., from form submission fields).
• Add Contact Note — Append a note to the contact record.

Tag Actions

• Add Tag — Apply a tag to the contact or record from the trigger context. Select the target type and the tag to add.
• Remove Tag — Remove a specific tag from the contact or record.
• Set Tags — Replace all tags on the contact or record with a new set of tags (sync operation).

Record Actions

• Create Record — Create a new custom entity record. Select the entity type and map fields from the trigger context.
• Update Record Field — Change a specific field on the record from the trigger context.

Scheduler/Booking Actions

• Update Booking Status — Change the booking status (e.g., confirm, cancel, mark as completed). Only available when the trigger is a booking event.
• Add Booking Note — Add admin notes to the booking record.
• Create Contact from Booking — Create a CRM contact from the guest's name and email. If a contact with that email already exists, the existing contact is linked instead.

Integration Actions

• Webhook — Send an HTTP request to an external URL. Configure the URL, HTTP method, and custom headers. The request payload includes the trigger context data.
• Trigger Automation — Start another automation. Select the target automation by ID. This lets you chain automations together for complex multi-step workflows.
• Create Task — Create an internal task with a title, description, and optional due date (as a number of days from now).