Setting actions

To add an action to an activity type, open the main menu, select the Activities module, Settings, and click the Activity types option:

In the Activity types block, click the View details button to display the details of the desired activity:

Then, click the Triggers and actions card:

Important: To add an action, you must have a trigger configured.

In the Triggers and actions block, click the add action icon, and a pop-up window will be displayed to select the action type:

The actions are divided into sections, which are:

Blue AI

Change activity

Communication

Legal documents

Create activity

Change dynamic activity fields

Custom actions

Document Generator

After choosing an action type and configuring it, click Save.

Important: for a better understanding, see the configuration of each action in the next topics.

Edit action

By clicking the icon shown in the Actions column, a pop-up window will open where it will be possible to edit the action settings:

Important: it is not possible to change the action type.

Remove action

By clicking the icon shown in the Actions column, a pop-up window will open where it will be possible to remove the action:

In this window, by clicking the Remove button, a pop-up confirmation for action removal will be displayed: