All Actions in Triggers

What is this article about?

• Get an overview of all actions that can be executed, if an object meets your trigger conditions

Who is this article for?

• Account admins and users with the AddOn Permission to create Triggers

Introduction

When a trigger is activated, it instructs the system to carry out specific tasks for objects that meet the conditions. These Actions are typically repetitive tasks you want to automate without manual intervention, such as sending emails, creating new objects, or updating information in existing ones.

Key characteristics of Actions and Trigger Configurations: 

• A single trigger configuration can execute multiple actions. 
• When an object meets the trigger conditions, all specified actions will be performed, one after the other.
• You can choose whether subsequent actions should still be executed if a previous action fails.
• In case more than one object meets the trigger conditions at the same time, the system will first execute the first action for all matching objects, then proceed to the second action for all matching objects, and so on, until all actions are completed.
• Actions can be scheduled using a cron expression or relative to another field, which is explained in the guide 'Schedule an Action'.

Connect with your ecosystem by integrating with partner APIs and external systems. 

Using no-code, you can preconfigure template messages in XML or JSON format. These will be posted to the indicated endpoint automatically, as soon as an object is meeting the trigger conditions.

Your XML or JSON messages can also be sent to a SFTP server. Simply specify the connection details and select one of your preconfigured templates. Once the specified conditions are met for an object, the XML or JSON file will be transferred.

Last but not least, your predefined XML or JSON file can be submitted as an email attachment, once the object meets the trigger conditions.

Use this action to automate the dispatch of an email, based on one of your email templates. As soon as an object meets the trigger conditions, the corresponding email will be sent to the predefined recipients. 

Use this action to automatically generate a predefined PDF. The file will be attached to the object, as soon as the trigger conditions are met.

Workflows are complex automations across data tables and objects in your account. You can use triggers to schedule or execute one of these Workflows, as soon as an object meets the trigger conditions.

Actions do not have to be executed immediately, but can be scheduled. Use this action to take back a schedule when specific conditions are met.

Learn more in our guides on how to 'Schedule an Action' and how to 'Cancel a scheduled Action'.

This guide is part of a series. For more insights into how to set up triggers or schedule actions, have a look into the related articles below.

If you have additional questions, please do not hesitate to reach out to us at: [email protected]