Actions Reference

IF customer_tier = "Enterprise"
  → Send Message to Teams (priority channel)
  → Make Assignment (senior agent)

IF order_amount > $10,000
  → Start Approval Process (CFO approval)
OTHERWISE IF order_amount > $1,000
  → Start Approval Process (manager approval)
OTHERWISE
  → Update Record Fields (auto-approved)

Search Records (today's orders) → Repeat for Each order:
  → Run Calculation (shipping cost)
  → Update Record Fields (add shipping)
  → Send Email Notification (shipping confirmation)

Email Received → Create Record (Support Ticket)
  → Fields: Subject, Customer Email, Priority, Description
  → Result: New support ticket ready for assignment

AI Classification → Update Record Fields (Lead Record)
  → Fields: Lead Score, Priority, Qualification Status
  → Result: Lead record updated with AI insights

Create Record (Project) → Relate Records
  → Link: New Project → Customer Record
  → Result: Project connected to customer for tracking

Search Records (Customers)
  → Criteria: Email = trigger.sender_email
  → Result: Customer record for follow-up actions

Create Record (Purchase Order) → Start Approval Process
  → Approver: Manager (if < $5,000), CFO (if > $5,000)
  → Result: Approval workflow begins with notifications sent to approvers

Manager Decision → Update Approval Status
  → Status: Approved / Rejected / Pending
  → Result: Workflow advances to next step

Create Record (High Priority Issue) → Add Watcher
  → Watcher: Department Manager
  → Result: Manager receives updates on issue progress

Approval Process Complete → Record Field Locking
  → Lock: Price, Terms, Approval Status
  → Result: Critical fields protected from changes

AI Classification → Make Assignment
  → IF category = "Technical" → Assign to Technical Team
  → IF category = "Billing" → Assign to Billing Team

Find Related Records (Customer)
  → Find: All Orders, Support Tickets, Projects
  → Result: Complete customer interaction history

End of Month → Generate Report
  → Report Type: Sales Performance Summary
  → Data: Monthly sales, targets, performance metrics
  → Save Attachment (to attach the report to a record)
  → Result: Report file available for use in subsequent actions

Trigger → Generate Report → Save Attachment
  → Result: Report generated and attached to the specified record

Order Approved → Run Agent Task
  → Agent: Research Agent
  → Task: "Research customer {{customer.company}} industry trends and competitive landscape.
           Success: Provide 3-5 key insights relevant to their business"
  → Output Type: Structured
  → Fields: key_insights (list), competitive_threats (text), opportunities (text)
  → Result: Structured insights available for subsequent actions

Record Updated (structured) →
  Run Agent Task (autonomous intelligence) →
  Update Record Fields (structured output) →
  Send Email Notification (structured)

Contract Upload → AI File Analysis
  → Extract: parties, dates, terms, obligations
  → Result: Structured contract data ready for record creation

Customer Data Import → Transform Data with AI
  → Transform: Standardize addresses, format phone numbers
  → Result: Clean, consistent customer data

Support Email → AI Classification
  → Categories: Bug, Feature Request, General Support
  → Result: Email classified with confidence score

Long Customer Feedback → AI Summarization
  → Result: Brief summary of the customer's main concern and sentiment

Record is Updated (status = "Needs Review") → Send Record Update
  → Recipients: Assigned team members
  → Result: Users notified in-platform with a link to the record

Support Ticket Created → Send Email Notification
  → To: Customer, Account Manager
  → Subject: "Ticket #{{ticket_number}} - {{issue_summary}}"
  → Content: Professional acknowledgment with next steps
  → Attachments: Generated report PDF

AI Classification → Post Comment
  → Comment: "AI classified as {{category}} with {{confidence}}% confidence"
  → Result: Classification decision logged on the record

High Priority Alert → Send Message to Teams
  → Channel: #critical-alerts
  → Message: "Critical issue: {{issue_description}} - Customer: {{customer_name}}"

High Priority Ticket Created → Initiate Call
  → Agent: Support Agent
  → Phone Number: {{customer.phone}}
  → Context: "Follow up on ticket {{ticket_number}}"
  → Result: Agent calls customer while workflow continues

Attachment Added → Read File
  → Input: Uploaded contract PDF
  → Output: Full text content for downstream analysis

Multiple Files Uploaded → Read Bulk File
  → Process: All monthly report files
  → Result: Combined text content from all files

Email with PDF → Repeat for Each (attachment)
  → Save Attachment → Attach to: Customer Record
  → Result: Each document stored with the customer

Month End Trigger → Generate Report (Monthly Summary)
  → Save Attachment (attach report to company record)
  → Send Email Notification (with report as attachment)
  → Result: Report saved to record and emailed to stakeholders

ZIP File Uploaded → Unzip File
  → Extract: Monthly reports and data files
  → Result: Individual files ready for processing

/**
 * Access your input values from the `input.parameters` object
 * Example:
 *
const {
  recordType,
  id,
  title
} = input.parameters;
**/

return {};
// The value returned from this script will be used as the output of the action

{
  "parameters": {
    "inputName1": value1,
    "inputName2": value2
  }
}

// Calculate order totals with custom discount logic
const orders = input.parameters.orderData;
const discountTier = input.parameters.customerTier;

const discountRates = {
  "Enterprise": 0.20,
  "Professional": 0.10,
  "Standard": 0.05
};

const discount = discountRates[discountTier] || 0;
const subtotal = orders.reduce((sum, order) => sum + order.amount, 0);
const discountAmount = subtotal * discount;
const total = subtotal - discountAmount;

return {
  subtotal: subtotal,
  discountPercent: discount * 100,
  discountAmount: discountAmount,
  total: total,
  orderCount: orders.length
};

Order Created → Run Calculation
  → Calculate: (Subtotal × Tax Rate) + Shipping
  → Result: Total order amount with taxes

Run Calculation → Set Variable
  → Variable Name: discount_amount
  → Value: {{calculated_discount}}
  → Usage: Apply discount in subsequent actions

Record is Updated → Run Automation
  → Automation: "Notify Stakeholders"
  → Result: Stakeholder notification automation executes as part of the current flow

Technical Issue → Search Users
  → Criteria: Department = "Engineering"
  → Result: Engineering team members available for assignment

Support Ticket Created → Search User Groups
  → Criteria: Group = "Tier 2 Support"
  → Result: Tier 2 Support group available for assignment

Order Created → Send API Request
  → Endpoint: Inventory Management System
  → Method: GET
  → Request: Check stock levels for order items
  → Result: Current inventory status

Complex Data → Run Function
  → Function: Custom pricing algorithm
  → Input: Customer data, order details
  → Result: Specialized pricing calculation