Archives: Actions

Automation Action: Query CRM Entities Perform a generic query to read one or more CRM entities as Json text, CSV or Markdown. Perform a generic query to read one or more CRM entities as Json text, CSV or Markdown. Click Connect to connect to a CRM system. Currently ThinkAutomation can connect to: Microsoft Dynamics CRM […]

Automation Action: Read CSV Read a CSV file or variable containing CSV data. Read a CSV file or %variable% containing CSV data and assign the CSV data to a variable. This action allows you to read a CSV file (or a %variable% containing CSV data). You can optionally delete columns from then returned CSV data […]

Automation Action: Lookup From A MongoDB Database Lookup a document from a MongoDB database and assign it to a Variable. Read a document from a MongoDB Collection and assign the Json to a variable. This action can lookup data from any local MongoDB, or cloud based MongoDB compatible document databases including Amazon DocumentDB, Azure Cosmos […]

Automation Action: Lookup From Excel Or CSV Lookup specific cell and cell range values from an Excel or CSV file and assign to variables. Read specific cell and cell range values from an Excel compatible spreadsheet or CSV file, and assign returned values to multiple ThinkAutomation variables. Enter or select the Excel Or CSV File […]

Automation Action: Math Perform mathematical calculations and save the result to a variable. Executes mathematical formulas and returns the result to a variable. Enter the Formula text. The formula can contain %variable% replacements. Select the variable to receive the result from the Assign To list. Formulas can be as simple as %Price% * %Amount% which […]

Automation Action: Message Store Operation Read a list of message store messages from/to & to/from two email addresses, search the message store and other operations. ThinkAutomation stores a copy of each processed message in the Message Store. This action can be used to read an email ‘conversation’. This action can also be used to drop […]

Automation Action: Move Incoming Message Move the incoming email message to a different folder on the source email account. This action can be used where the incoming message is read from an Office 365, Exchange, IMAP or Gmail Message Source. It moves the incoming message to a different folder on the source email account. This […]

Automation Action: Normalize Phone Number Convert a phone number to the correct internationalized version. Formats a phone number for international or domestic use. Takes any phone number and adds or removes the international dialing code for the specified country. It also removes any spaces, dashes or parenthesis. Specify the Phone Number. This can be a […]

Automation Action: If Block Conditionally execute a one or more actions based on a Condition. This action forms part of ThinkAutomation’s broader workflow automation software, enabling automations to make intelligent decisions and execute different actions based on data, conditions and business rules. Conditionally executes a group of actions based on a Condition. When you drag […]

Automation Action: List Operation Create, update, sort and get single or all items from generic lists. This action forms part of ThinkAutomation’s workflow automation, enabling automated workflows to build, update and process dynamic lists of data between workflow actions and external systems. Create and update a list. This action enables you to create a generic […]