Actions

Set up actions for performing specific tasks. Know what an action is, how to add it to workflow and configure it, and how to test actions and the additional actions you can perform on an action.

Actions are the tasks that the workflow performs automatically when triggered. For example, if your workflow is Whenever a new note is created in Evernote, send a mail via Gmail, the first part, that is, Whenever a new note is created in Evernote is the trigger, and the latter part, that is, send an email via Gmail is the action. A workflow can have one or more actions.

Connectors panel

Each connector supported by webMethods.io Integration provides several actions, which you can use in your workflows to automate your tasks.

All the connectors are listed in the Connectors panel on the right-hand side of the canvas. For the complete list of connectors, click here.

These connectors are segregated into four distinct categories. Let’s learn more about these categories.

How to use actions in a workflow

Now that we know what actions are all about, let’s see how to use them in your workflows.

Add and configure an action

You can add one or more actions to a workflow. Let’s understand how to do it with the help of an example. Let’s say you want to send an email notification via Gmail whenever a new card is created in your Trello account.

To do so, first, configure Trello’s New Card trigger. Read more about setting up triggers.

Once you have configured the trigger, search for the Gmail connector in the action panel and drag-and-drop it on the canvas. You will notice that it gets automatically connected to the Trello-New Card trigger.

After this, connect the Gmail connector to the Stop icon to complete your workflow.

Once done, configure your Gmail-Send an Email action by double-clicking the Gmail application icon.

An action configuration window will appear where you need to enter the following details:

A new pop-up window will appear where you can enter the keys required to create the Gmail authorization.

Once this is done, click Save. This will add the Gmail account.

After this, click Next. This will redirect you to the Send an Email action configuration window.

From the trigger output list, select the text parameter for the Body field. This will include the content (text) of the tweet in the body of the email when the workflow is executed.

Note: It is mandatory to provide values for all the required fields while configuring an action. You can also provide values for optional fields as per your requirements.

Once this is done, click on Next. You will be redirected to the Test action window where you can check if the action is working as expected before executing the workflow. After this, click on Done. This will redirect you to the canvas.

Note: In AWS, the input/output logs for any action are supported up to 5 MB whereas, in Azure, the same is supported up to 512 KB. For logs greater than 5 MB in AWS and 512 KB in Azure, you will get the “Message size too large” error.

With this, our action is successfully set up. Now click on the Save button located at the top-right corner of the canvas to save the workflow. You can now check whether the workflow is running as expected, by creating a new card in your Trello account. This will trigger your workflow and send the notification to the specified email address via Gmail.