Automation glossary

Action

A task an automation performs after its trigger runs.

In plain language

An action is the work step that changes, sends, creates, or retrieves something in another system.

Example

After a form is submitted, an action creates a contact in the CRM.

Trigger · Workflow · Integration

Common misconception

An action is not the whole automation; it is one step inside it.

Implementation guidance

Give each action one clear responsibility, map only necessary fields, and test both successful and failed responses.

Primary references

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