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Actions

Actions are the building blocks of workflows in MSPintegrations. Every workflow is made up of one or more actions strung together in sequence, each receiving inputs from the workflow context and producing outputs that later actions can use.

What Is an Action?​

An action is a single step that performs a specific task: creating a ticket, sending an email, querying an API, transforming a string, or controlling the flow of execution. When a workflow runs, its actions execute in order, passing data forward through a shared set of variables.

Actions are used across all workflow types in MSPintegrations:

  • Email workflows: Process incoming emails and automate responses, ticket creation, and routing
  • Task workflows: Run on a schedule or trigger to perform recurring automation
  • Workflow product: Build fully custom automations that connect your tools and business logic

Inputs and Outputs​

Each action has:

  • Inputs (parameters): Fields you configure when building the workflow. These can reference static values, text replacement variables, or the outputs of earlier actions.
  • Outputs (returned variables): Values produced by the action after it runs. These are stored in the workflow's variable scope and can be referenced by any subsequent action.

For example, a "Create Autotask Ticket" action returns the ID of the created ticket and the Account and Contact it was associated with. A later action can use those values to send a confirmation email, create a time entry, or update a related record.

How Actions Are Strung Together​

When you build a workflow, you add actions in sequence. As each action runs, it reads from and writes to the shared workflow context. This lets you:

  • Pass data from one step to the next using {{variable}} syntax
  • Branch or stop based on the results of earlier steps
  • Loop over collections to process multiple items in a single run

Choosing an Action​

Actions are grouped by category: PSA integrations, AI and LLM inference, string functions, control structures, notifications, and more. Each category contains actions suited to a particular type of task.

Browse the sidebar to find the action you need, or start with these common starting points: