How to set up workflow actions

With Workflows, you can automate actions, which are events that occur automatically when a trigger is activated. A workflow can include one or more actions to help make your processes easier.

What is a workflow action?

A workflow action is an event that will be performed automatically when the trigger event occurs.  A workflow can have one or more actions.

How do I set up an action?

To set up an action, you first need to create a workflow. Once you’ve created the workflow and selected your trigger, you can add the action.

See also: How to set up a workflow and How to set up workflow triggers

What actions are available?

Currently, you can:

1. Send a notification to Slack: Automatically post a message to a Slack channel when a trigger event occurs.
2. Send a notification via email: Automatically send an email when a trigger event occurs.

Note: Our Workflows feature is currently in Beta. If you have feedback, encounter any issues, or want to request additional workflows, you can access our feedback form by clicking on the help menu next to your avatar and selecting Give product feedback.