Quick Reference Guide

Actions are the driving force behind your workflows. These tasks are triggered once specific conditions are met, transforming your data into dynamic automations. From updating dataset rows to sending emails or even launching a webpage, actions are what bring your automation to life!

Start by giving your workflow sequence a name that reflects its purpose. Then, it’s time to start adding actions!

Launch a form directly from your dataset! This is perfect for capturing additional details or initiating follow-up actions without leaving your workflow. It streamlines data collection and ensures that the necessary information is gathered efficiently.

Automatically send an email when specific conditions are met, ensuring your communication is always timely and relevant!

For example, if a sales rep updates a client’s status to “closed deal” in the dataset, an email can instantly be sent to the entire sales team to celebrate the win.

Or, when a technician marks a service call as complete, the system can automatically send a summary report to the client, keeping them in the loop without any extra effort.

This keeps your communication timely and relevant, whether you’re following up with a client, sending a report, or notifying a team member. No need for manual email drafting—just set it and forget it.

Seamlessly add new entries to your dataset when certain triggers occur. This is ideal for tracking new leads, logging completed tasks, or updating project statuses. It keeps your data comprehensive and up-to-date without any manual input.

Instantly update specific fields in your dataset based on workflow triggers. This ensures your information remains accurate and current, reducing the risk of outdated data affecting your decisions or operations.

Remove outdated or irrelevant data automatically when conditions are met. This action helps you maintain a clean and organized dataset, making sure only the most pertinent information is retained.

Prompt users to confirm before proceeding with an action. This adds an extra layer of security, preventing accidental triggers of important workflows and ensuring that only intentional actions are executed.

Once a workflow has been launched, display a confirmation message. This is a great way to empower users with clear information about whether the workflow is running.

Direct users to a specific webpage automatically as part of your workflow. Whether linking to external resources, tools, or reports, this action integrates smoothly into your operations, providing quick access to necessary information.

Pause the entire workflow at a specific point, giving you control over when and how the process continues. This is crucial for reassessing conditions or waiting for additional input before proceeding, ensuring workflows only advance when appropriate

Logic is what gives your workflows intelligence. By setting custom conditions, you can make sure actions only trigger when specific criteria are met. This level of customization enables precisely tailored automation to fit your unique needs.