What are Actions in Automations?

Automation Actions define the task that is performed when an automation is run. An automation must include at least one action, but may also include any number of actions that all run in parallel when the automation is run.

Create an Element

This action creates an element in the specified category.

Element Name

The element name can either be the auto-generated element name or a custom element name.

Set Field Values

Manually set a Field Value

This option allows you to manually define a field and a value for the field that will be used when the element is created.

Insert a Field Value from Trigger Element

This option allows you to pull a field value from the element that triggered the automation and insert it into the newly created element. This option is available when the trigger is Element is Created, Element is Updated, Element in Category is Updated, or Element Matches a Filter.

A value may be inserted into the created element if:

• The field type from the triggering element matches to field type in the new element
• If the value from the triggering element can be converted to a string, and the field type of new element is text. Learn more about which fields can be converted to a string here.