Action
A step the automation performs after the trigger: writing to a CRM, sending a message, or creating a task.
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Source content checked . English translation published 2026-10-27.
In business automation
An action is a defined change or request within a process. Specify its input, success condition, and an output that the next step can use, such as the ID of a created record.
Examples
These examples illustrate a possible workflow. Adapt the connections and rules to your own systems.
Business process example
After the customer is approved, an action creates an installation task and returns a task ID. The automation saves it to the customer record, so a retry updates the task instead of creating another one.
Relevant tools
- Make
- Modules perform actions in apps and pass their results to the next part of the scenario.
What to check
- Check the action's result itself. A successful network request does not always mean every record in a batch was successful.