Actions in Automations

Actions in Penbox automations define what happens when a trigger is activated. These actions allow you to automate workflows by performing tasks such as sending emails, making API calls, or executing core operations within Penbox. Below is a detailed overview of each available action.

Available Actions

API Call

Description: Makes an API call to a specified URL with a configurable payload.
Use Cases:
- Integrate with external systems, such as CRMs or ERPs, to sync data automatically.
- Send notifications or updates to third-party services.
- Trigger custom workflows or actions in external applications.

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You can configure the payload and authentication for the API call, ensuring secure and accurate communication with external systems. Refer to the API Action Section for detailed instructions.

Email

Description: Sends an email with a customized message, attached files, or a summary of the request.
Use Cases:
- Notify the contact about updates or next steps.
- Share a summary of the submitted form or related documents.
- Inform internal teams about completed requests or required actions.

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Emails can include dynamic fields, allowing you to personalize the content based on the request details. Refer to the Email Action Section for guidance on customizing email templates.

Core Actions

Description: Executes core Penbox operations, such as creating a new request.
Use Cases:
- Automatically initiate follow-up requests based on completed forms.
- Generate a new request as part of a multi-step workflow.
- Archive or update the status of a request in Penbox.

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Core actions enable seamless transitions between steps in your workflow, helping you automate complex processes within Penbox.

Combining Actions

Penbox allows you to assign multiple actions to a single automation. For example, you can:

Send an email to the contact while simultaneously logging the event in an external system via an API call.
Create a follow-up request and notify your team in one streamlined process.

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Combining actions within an automation ensures that all necessary tasks are completed efficiently when a trigger is activated.