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List of Global level processes: Actions

Azavista Support
Updated

"Action" blocks as part of processes make the system perform a specific action (e.g. sending an email.)

 

 

Event-specific processes

 

  • Set field
    • Set the value of a field 
    • e.g: Set the value of the field "Role" to "Manager"

 

  • Add team
    • Add a team to an event

 

  • Remove team
    • Remove a team from an event

 

  • Set date-time field to current time
    • Note: Field type must be date-time
    • Add the current date & time inside the field

 

  • Webhook
    • Trigger a webhook

 

  • Send generic email
    • Send an email to any email address

 

  • Set reference number
    • Note: Field type must be text
    • Add a random reference number into the field

 

  • Send to external CRM
    • Send the event details to an external CRM

 

  • Copy event dates
    • Note: Field type must be date-time 
    • Copy the event start & end dates to other custom 

 

 

Participant-specific processes

 

  • Copy event text field to participant
    • Note: FIeld type must be text 
    • Copy the text inside an event field into a participant field

 

  • Send to external CRM
    • Send the event details to an external CRM

 

  • Webhook
    • Trigger a webhook

 

 

Contact-specific processes

  • Set field
    • Set the value of a field 
    • e.g: Set the value of the field "Role" to "Manager"

 

  • General email
    • Send an email to any email address

 

  • Send email
    • Send an email to this contact

 

  • Set date-time field to current time
    • Note: Field type must be date-time
    • Add the current date & time inside the field

 

  • Webhook
    • Trigger a webhook

 

  • Set reference number
    • Note: Field type must be text
    • Add a random reference number into the field

 

  • Send to external CRM
    • Send the event details to an external CRM

 

  • Message to contact
    • Send a text message to the contacts

 

  • Add to event
    • Add the contacts to an event

 

Organization-specific processes

 

  • Set field
    • Set the value of a field 
    • e.g: Set the value of the field "Role" to "Manager"

 

  • Set date-time field to current time
    • Note: Field type must be date-time
    • Add the current date & time inside the field

 

  • Webhook
    • Trigger a webhook

 

  • Set reference number
    • Note: Field type must be text
    • Add a random reference number into the field

 

  • Send to external CRM
    • Send the event details to an external CRM

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