Overview
Learn how to use Actions to automate your workflows.
Switchboard Boards implement Actions. Actions are tools that can be used within your workflows for additional functionalities such as data transformation, filtering, conditional logic, save cross-system references, and more.
Available Actions
Transformer
This action allows you to transform data using a drag and drop interface - it allows you to expand objects, iterate over arrays, and more.
Filter
This action allows you to filter data as it passes through your workflow. You can filter by a specific value, or by a condition, or by a combination of both.
Datamapper
The datamapper is used to create a system reference between two entities of data - typically across different system. For example, you may want to map a customer from your CRM to a customer in your accounting system for future consideration/use within your flows.
Splitter
This action accepts an input of an array property. The splitter will iterate through each item and perform the rest of the flow journey for each item.
Databuilder
The databuilder is similar to the transformer, however provides a form interface with a user experience focused
more on templating values, for example passing {firstName} {lastName}
to create a full name.
Batch
The batch action allows you to gather requests over a period of time and combine them into a single request.
Delay
Delay can be used to delay the execution of the next action in your workflow.
Trigger
The trigger action can be used to trigger requests that otherwise would never be triggered externally, or if you want to trigger on a defined schedule - such as every 24 hours.