Action reference

Every action an Action step can take: what it does, each setting, and the values it leaves for later steps.

Later steps read a value as {{steps.<step id>.<value>}}. The step id is shown when you click a step in the builder. A test run shows the exact values a step produced.

Any text setting accepts values from the trigger and from earlier steps. See Use values from the trigger and earlier steps.

Workspace

Send notification

Action key: notify

In-app notification to your team.

Appears in the notification bell and, for people with the mobile app, as a push notification.

Settings

Setting	Key	Type	Required	Notes
Title	title	Text		Use {{field}} to insert trigger values.
Message	message	Long text		Use {{field}} to insert trigger values.
Who	recipients	Choice		Choices: everyone, creator, owner, users, role.
Users	userids	Team members		Shown when recipients=users.
Role	role	Choice		Choices: admin, manager, salesperson. Shown when recipients=role.

Values for later steps

Value	What it holds
recipients	How many people it reached, or everyone.

Celebrate

Action key: celebrate

Confetti and a message on the dashboard of everyone it reaches: a deal won, a target hit.

Same as Send notification, plus confetti on the dashboard of everyone it reaches.

Settings

Setting	Key	Type	Required	Notes
Title	title	Text		Use {{field}} to insert trigger values.
Message	message	Long text		Use {{field}} to insert trigger values.
Who	recipients	Choice		Choices: everyone, creator, owner, users, role.
Users	userids	Team members		Shown when recipients=users.
Role	role	Choice		Choices: admin, manager, salesperson. Shown when recipients=role.

Values for later steps

Value	What it holds
recipients	How many people it reached, or everyone.

Alert notification contacts

Action key: notify_contacts

SMS, email or WhatsApp to the business's notification contacts.

Goes to the notification contacts set under Settings, on each channel a contact has (SMS, email, WhatsApp). It does not go to customers.

Settings

Setting	Key	Type	Required	Notes
Title	title	Text		Use {{field}} to insert trigger values.
Message	message	Long text		Use {{field}} to insert trigger values.

This action leaves no values for later steps.

Email a team member

Action key: email_user

Email the automation's author, the record's owner, chosen team members or everyone with a role.

Emails team members, never customers. It cannot go to "everyone": choose the author, the record owner, named users or a role.

Settings

Setting	Key	Type	Required	Notes
Subject	title	Text		Use {{field}} to insert trigger values.
Body	message	Long text	Yes	Use {{field}} to insert trigger values.
Who	recipients	Choice		Choices: creator, owner, users, role.
Users	userids	Team members		Shown when recipients=users.
Role	role	Choice		Choices: admin, manager, salesperson. Shown when recipients=role.

Values for later steps

Value	What it holds
sent	How many team members were emailed.

Tasks

Create task

Action key: create_task

Create a task linked to the record.

The task is linked to the record that started the automation. "Owner" falls back to the automation's author when the record has no owner.

Settings

Setting	Key	Type	Required	Notes
Title	title	Text		Use {{field}} to insert trigger values.
Message	message	Long text		Use {{field}} to insert trigger values.
Assign to	assigneemode	Choice		Choices: creator, owner, user, round_robin.
User	assigneeid	Team member		Shown when assigneemode=user.
Team	userids	Team members		Shown when assigneemode=round_robin. Each new record goes to the next person in turn.
Due in (days)	dueindays	Number		Defaults to 3.

Values for later steps

Value	What it holds
taskid	The new task's ID.
title	The task title as written.

Complete the task

Action key: complete_task

Mark the task that started this automation as completed. For a task found by an earlier step, use the Update task action.

Marks the task that started the automation as completed, exactly as completing it in the dashboard does. Only on task triggers.

This action has no settings.

Values for later steps

Value	What it holds
data	The updated task.

Agents

Request agent review

Action key: trigger_agent

Ask one of your background AI agents to review this business soon. It runs later on its own; for AI that acts inside this automation use the AI agent step.

Starts one of the AI agents under Agents. The step is skipped, with the reason, when that agent is switched off or has already run recently.

Settings

Setting	Key	Type	Required	Notes
Agent	agentkey	Agent	Yes

Values for later steps

Value	What it holds
skipped	Only when the agent did not start: the reason.

Messaging

Email the contact

Action key: send_email

Email the record's customer or contact. Skipped for anyone who opted out, and the same step reaches a person at most once in 24 hours.

Sends to the contact on the record that started the automation. Counts towards the daily customer message limit. See Messages to customers.

Settings

Setting	Key	Type	Required	Notes
Subject	title	Text
Body	message	Long text	Yes

Values for later steps

Value	What it holds
sent	1 when sent.
to	The address it went to.
skipped	Only when nothing was sent: the reason (opted out, or already messaged in the last 24 hours).

SMS the contact

Action key: send_sms

Text the record's customer or contact. Skipped for anyone who opted out, and the same step reaches a person at most once in 24 hours.

Sends to the contact on the record. Counts towards the daily customer message limit.

Settings

Setting	Key	Type	Required	Notes
Message	message	Long text	Yes

Values for later steps

Value	What it holds
sent	1 when sent.
to	The number it went to.
skipped	Only when nothing was sent: the reason.

WhatsApp the contact

Action key: send_whatsapp

WhatsApp the record's customer or contact. Skipped for anyone who opted out, and the same step reaches a person at most once in 24 hours.

Sends to the contact on the record. Counts towards the daily customer message limit.

Settings

Setting	Key	Type	Required	Notes
Message	message	Long text	Yes

Values for later steps

Value	What it holds
sent	1 when sent.
to	The number it went to.
skipped	Only when nothing was sent: the reason.

Records

Assign owner

Action key: assign_user

Make a user the record's owner, or share records out among a team in turn.

Sets the owner of the record that started the automation. "Round robin" gives each new record to the next person in the team you list.

Settings

Setting	Key	Type	Required	Notes
Assign to	assigneemode	Choice		Choices: user, round_robin.
User	assigneeid	Team member		Shown when assigneemode=user.
Team	userids	Team members		Shown when assigneemode=round_robin. Each new record goes to the next person in turn.

Values for later steps

Value	What it holds
assignedto	The ID of the user the record was given to.

Sequences

Enroll in sequence

Action key: enroll_in_sequence

Start the lead on a nurture sequence.

Adds the lead or deal's contact to a sales sequence.

Settings

Setting	Key	Type	Required	Notes
Sequence	sequenceid	Sequence	Yes

This action leaves no values for later steps.

Exit sequence

Action key: exit_sequence

Take the lead out of a nurture sequence, so its remaining steps do not run.

Removes the contact from one sequence, or from every sequence when none is chosen.

Settings

Setting	Key	Type	Required	Notes
Sequence	sequenceid	Sequence		Leave empty to exit every sequence the lead is in.

This action leaves no values for later steps.

Calculations

Calculate

Action key: formula

Compute a value for later steps, e.g. amount * 0.1. Later steps use it as {{steps.<step id>.result}}.

Calculates a value without changing anything. See Calculate.

Settings

Setting	Key	Type	Required	Notes
Formula	expression	Text	Yes	Trigger fields by name (amount, balance...), earlier steps as steps.<id>.<field>. Functions: round, min, max, abs, ceil, floor; two decimals: round(x * 100) / 100.

Values for later steps

Value	What it holds
result	The calculated value: a number, text, date, list or object.

Cashfin actions

Run a Cashfin action

Action key: tool

Any action you can ask the AI to do: create or update a record, issue a credit note, send an invoice, record a payment...

Runs one Cashfin action: anything the AI assistant can do. Every action is listed in Cashfin actions. Actions that send a document to a customer count towards the daily customer message limit and respect quiet hours.

Settings

Setting	Key	Type	Required	Notes
Action	tool	Cashfin action	Yes
Inputs	inputs	The action's own inputs		Use {{field}} or {{steps.<id>.<field>}}; a value that is only a placeholder keeps its type.

Values for later steps

Value	What it holds
data	What the Cashfin action returned. Its shape depends on the action; run a test to see it.

AI

AI: sort into a category

Action key: ai_classify

AI reads some text and picks one of your categories. Later steps use {{steps.<step id>.category}}, for example in a condition.

See AI text steps.

Settings

Setting	Key	Type	Required	Notes
Text to sort	message	Long text	Yes	Use {{field}} to insert trigger values.
Categories	options	List of words	Yes	At least two, e.g. complaint, question, order.
Picture or file to read	file	Text		Optional. A link to a picture, PDF or spreadsheet in your media: {{fileurl}} on the File uploaded trigger, or {{steps.<id>.<field>}}. Reading a file uses more AI credits: about 2 extra per picture or PDF page (first 3 pages are read).
Model	tier	Choice		Choices: smart, fast. Smart thinks harder; fast is cheaper and quicker. Each run uses AI credits.

Values for later steps

Value	What it holds
category	The category chosen, spelled as you wrote it.
confidence	How sure the AI is, from 0 to 1.

AI: pull out details

Action key: ai_extract

AI finds the details you name in some text. Later steps use {{steps.<step id>.<detail>}}.

See AI text steps.

Settings

Setting	Key	Type	Required	Notes
Text to read	message	Long text	Yes	Use {{field}} to insert trigger values.
Details to find	options	List of words	Yes	One name per detail, e.g. budget, deadline, city.
Picture or file to read	file	Text		Optional. A link to a picture, PDF or spreadsheet in your media: {{fileurl}} on the File uploaded trigger, or {{steps.<id>.<field>}}. Reading a file uses more AI credits: about 2 extra per picture or PDF page (first 3 pages are read).
Model	tier	Choice		Choices: smart, fast. Smart thinks harder; fast is cheaper and quicker. Each run uses AI credits.

Values for later steps

Value	What it holds
<detail>	One value per detail you asked for, named as you wrote it. Empty when the text does not say.

AI: summarise

Action key: ai_summarize

AI writes a short summary. Later steps use {{steps.<step id>.text}}.

See AI text steps.

Settings

Setting	Key	Type	Required	Notes
Text to summarise	message	Long text	Yes	Use {{field}} to insert trigger values.
Picture or file to read	file	Text		Optional. A link to a picture, PDF or spreadsheet in your media: {{fileurl}} on the File uploaded trigger, or {{steps.<id>.<field>}}. Reading a file uses more AI credits: about 2 extra per picture or PDF page (first 3 pages are read).
Model	tier	Choice		Choices: smart, fast. Smart thinks harder; fast is cheaper and quicker. Each run uses AI credits.

Values for later steps

Value	What it holds
text	The summary.

AI: write or answer

Action key: ai_prompt

Ask AI anything: draft a reply, write a note, answer a question. Later steps use {{steps.<step id>.text}}.

See AI text steps.

Settings

Setting	Key	Type	Required	Notes
Prompt	message	Long text	Yes	Say what you want written. Use {{field}} to insert trigger values.
Picture or file to read	file	Text		Optional. A link to a picture, PDF or spreadsheet in your media: {{fileurl}} on the File uploaded trigger, or {{steps.<id>.<field>}}. Reading a file uses more AI credits: about 2 extra per picture or PDF page (first 3 pages are read).
Model	tier	Choice		Choices: smart, fast. Smart thinks harder; fast is cheaper and quicker. Each run uses AI credits.

Values for later steps

Value	What it holds
text	What the AI wrote.

AI agent

Action key: ai_agent

Give AI a goal and the actions it may use; it decides what to do, step by step. Risky actions wait for your approval. Later steps use {{steps.<step id>.text}}.

See AI agent.

Settings

Setting	Key	Type	Required	Notes
Instructions	message	Long text	Yes	Say what the agent should achieve. Use {{field}} to insert trigger values.
Actions it may use	tools	Cashfin actions		Looking things up runs on its own. Anything that changes records or reaches a customer waits for approval.
Run without approval	autoapprove	Cashfin actions		Actions from the list above you trust the agent to take alone. Sending money, refunds and deletes always wait.
Model	tier	Choice		Choices: smart, fast. Smart thinks harder; fast is cheaper and quicker. Each run uses AI credits.
Most actions per run	maxcalls	Number		Stops a confused agent. 10 when empty, at most 25.

Values for later steps

Value	What it holds
text	The agent's final report.
toolcalls	How many actions it took.
calls	Each action it took: the action, its inputs, and the result or error.

Integrations

Send HTTP request

Action key: http_request

Call another system's API over https. Later steps use {{steps.<step id>.status}}, {{steps.<step id>.body}} and, for a JSON reply, {{steps.<step id>.json.<field>}}.

See Call another system from a step.

Settings

Setting	Key	Type	Required	Notes
Method	method	Choice		Choices: GET, POST, PUT, PATCH, DELETE. POST when empty.
Address	url	Text	Yes	A public https address. Use {{field}} to insert trigger values.
Headers	headers	One per line		One per line, as Name: value. Values are hidden once saved.
Body	message	Long text		Usually JSON. Use {{field}} to insert trigger values.

Values for later steps

Value	What it holds
status	The HTTP status code.
body	The reply as text.
json.<field>	A field of a JSON reply.