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Process automation actions

Create your workflow automations using the easy-to-use drag and drop, low-code designer

Automation workflows can contain any number of Actions. Conditionally execute actions with 'If This Then That' logic rules. Design and test your Automations using the easy to use, drag-and-drop, low-code designer.

Hundreds of built-in Actions for common tasks are included. Plus, download more Actions from our on-line library.

Create your own custom actions using the built-in Custom Action Designer and C# or VB.NET code editor.

actions screenshot

Common
Extract Field

Parse and extract data from the incoming message and assign the result to a field name.

Common
Set Variable

Assign a value to a variable with various Set Operations.

Common
Execute Script

Execute custom C# or Visual Basic .NET code.

Common
Process Attachments

Automate saving attachments to specific folders on your file system.

Common
Set Message Store Folder

Assign the message to a folder in the Message Store.

Common
Move Incoming Message

Move the incoming email message to a different folder on the source email account.

Common
Comment

Add a comment line to an Automation and optionally save the comment value to the log.

Data
Lookup From A Database

Execute a SQL database query and assign column values to variables.

Data
Open Database Reader

Open a database reader for use with a For..Each block.

Data
Execute A Database Command

Execute a database command or stored procedure.

Data
Update A Database Using Custom SQL

Update or Insert data into a database using custom commands.

Data
Update A Database Using Extracted Fields

Automatically update a SQL database using extracted fields parsed from the incoming message.

Data
Update MongoDB

Create or update MongoDB documents.

Data
Lookup From A MongoDB Database

Lookup a document from a MongoDB database and assign it to a Variable.

Data
Embedded Data Store

Save and query data using the embedded Document DB.

Data
Embedded Value Store

Save and retrieve a dictionary of key value pairs using the embedded DB.

Data
Embedded Files Store

Save and query files using the embedded DB.

Data
Update Excel File

Update a Microsoft Excel file. Append new rows or update specific cells.

Data
Lookup From Excel

Lookup specific cell and cell range values from an Excel file and assign to variables.

Data
Update CSV

Add a row to a CSV file or variable containing CSV data.

Data
Read CSV

Read a CSV file or variable containing CSV data.

Data
Counter

Update a counter value.

Outgoing
Send Email

Send an outgoing email immediately or on a scheduled future date.

Outgoing
Remove Scheduled Outgoing Message

Remove pending scheduled emails for a given recipient.

Outgoing
Forward Original Message

Forward the incoming message and optionally add or drop attachments.

Outgoing
Wait For User Response

Request confirmation from a user before continuing execution.

Outgoing
Send Appointment

Creates an appointment in any iCalendar compatible Calendar Server.

Outgoing
Send Slack Message

Send a message to a Slack channel.

Outgoing
Send Tweet

Send a Tweet to Twitter or reply to an incoming Tweet.

Documents
Create Document

Create a formatted document and save it in various formats.

Documents
Create Spreadsheet

Create a spreadsheet and save it in various formats.

Documents
Convert Document

Convert Word, Excel, PDF, Richtext, Text, Markdown Text, CSV or HTML documents or attachments to PDF, Word, HTML, image or text.

Documents
Convert Document To Text

Convert PDF, Word, Excel, Richtext or HTML documents or attachments to plain text or extract PDF form data.

Documents
Convert Image To Text Using OCR

Convert an image file or attachment to text using optical character recognition (OCR). Can also extract images from PDF files and convert these to text.

Documents
Convert PDF Document

Convert a PDF document or attachment to image files, text or HTML.

Documents
Sign PDF Document

Add a digital signature to a PDF document.

Documents
Save As PDF

Save the incoming message or any HTML file or URL as a PDF document.

Documents
Word Merge

Performs a mail merge on a Word document or attachments and saves the merged document as a new file.

Documents
Print

Automatically print the incoming message, attachments or specific documents.

Documents
Run A Report

Create a report using a pre-defined report template and export it to various formats.

Documents
PDF to text using PDFPig

Use the PDFPig library from uglytoad to convert a PDF document to plain text. This may produce better results on some documents than the built in PDF extraction. ...

Documents
Copy File to Folder

Copies a file to another folder. Ticking "Unique File Name?" will prepend a unique string of characters to the file name. Returns the full path of the new file.

Documents
Insert CSV into XLS File (97 - 2003)

Inserts CSV data into a 97 - 2003 XLS sheet. Requires a file to have already been created, and the worksheet name to be provided where the CSV will be inserted. ...

Office 365
Get/Update Contact

Get or update a contact for an Office 365 account.

Office 365
Create Appointment

Create an appointment for an Office 365 account.

Office 365
Update Incoming Message

Set flags and/or modify the subject on the incoming Office 365 source message.

Office 365
Get User Presence

Get current presence information (availability and activity) for one or more users.

Office 365
Send Teams Message

Send a message to a Microsoft Teams Channel.

Office 365
Create Outlook MSG File

Save the current message or a custom message as a Microsoft Outlook MSG file.

General
Text Operation

Perform various operations on text values.

General
Date Operation

Perform various operations on date values.

General
File Operation

Perform various operations on files & folders.

General
List Operation

Create, update, sort and get single or all items from generic lists.

General
Math

Perform mathematical calculations and save the result to a variable.

General
Parse CSV Line

Extract column data from a comma separated text value.

General
Encryption

Encrypt/decrypt text data or files.

General
Compression

Create or unzip Zip files for attachments, files & folders.

General
Create Hash

Create hash values for text data or files.

General
Set Message Store Flag

Assign a flag to the message stored in the Message Store.

General
Set Logging Level

Set the amount of detail recorded in the Automation log.

General
Create Passcode

Create a random Passcode and assign the value to a variable.

General
Find and Replace

Finds and replaces text in any variable.

General
Read/Write Text File

Write data to a text file or read an existing text file and assign the content to a variable.

General
Tokenize

Tokenize any text and assign the comma separated tokens to a variable.

General
Extract Address Parts

Parse a postal address and extract specific address parts.

General
Extract Email Signature

Parse contact and company information from email signature footers.

General
Text To Speech

Convert text to a speech WAV file and return the WAV file path to a variable.

General
HTML Field Extraction

This action provides additional functionality to the standard "Extract Field" action when dealing with HTML content. Current functionality includes: Extracting... An attribute value Where... ...

General
Key-Value Pair Collection

Allows for storage of a key-value pair collection. Supports setting values, getting values & fetching all the keys within the collection. ...

General
Text to One Line

Converts inputted text to one line. Providing a seperator value will convert the text to one line and place the chosen seperator in between each new line. Any blank lines will be removed.

Flow
If Block

Conditionally execute a one or more actions based on a Condition.

Flow
Call Automation

Call another Automation with a value and assign the return value to a variable.

Flow
Return

End execution of the Automation and return a value.

Flow
End Processing

End execution of the Automation without returning a value.

Flow
For Each

Create a loop on various properties and execute Actions inside the loop.

Flow
Select Case

Conditionally execute a one or more actions in the matching Case block.

Flow
Go To Label

Move processing to a label.

Flow
On Error

Control what should happen if an error occurs on subsequent actions.

Flow
Create Web Form Redirect

For Automations called from a Web Form Message Source. Redirect the submitted form to another ThinkAutomation Web Form or URL.

Flow
Sleep

Pauses execution of the current automation for X milliseconds.

Network
DNS Lookup

Perform a DNS Lookup and assign the returned data to a variable.

Network
Ping

Ping any host and return the results to a variable.

Network
Execute Secure Shell Command

Execute SSH commands against any host and assign the response to a variable.

CRM
Get CRM Entity

Read entity values from Microsoft Dynamics, Salesforce, Sugar or Zoho CRM.

CRM
Update CRM Entity

Add or update Microsoft Dynamics, Salesforce, Sugar or Zoho CRM entities.

CRM
Query CRM Entities

Perform a generic query to read one or more CRM entities as Json text, CSV or Markdown.

Xero
Xero Contact

Read, create & update Xero Accounting contacts.

Xero
Xero Get Contact History

Get a Xero Contact notes history. The content can be returned as a CSV, Markdown or Json string. Use the Xero Get Contact action first to get the ContactID.

Xero
Xero Account

Within the Xero Account action, the following functionality is available: Create Account Update Account Get Account Delete Account This document will document how to successully use them, including...

Xero
Xero Quote

Within the Xero Quote action, the following functionality is available: Create Quote Update Quote This document will document how to successully use them, including any enum values you may need and...

Xero
Xero Invoice

Within the Xero Invoice action, the following functionality is available: Create Invoice Update Invoice Get Invoice URL This document will document how to successully use them, including any enum v...

Web
HTTP Get

Read any web page or web API and assign the returned content to a variable.

Web
HTTP Post

Post data to any web page or API.

Web
Download File

Download a file via HTTP and return the local path to a variable.

Web
OAuth SignIn

Obtain a authorization token from an OAuth endpoint for use on subsequent HTTP actions.

Web
Cloud Storage

Download or Upload files using cloud storage providers (Amazon S3, Google Drive, Google Cloud Storage, Microsoft OneDrive, IBM Cloud Storage, Wasabi, Digital Ocean, Linode).

Web
Wait For Webhook

Wait for a 3rd party webhook call.

Web
Call A Soap Web Service

Execute a SOAP or .NET Web Service and assign the results to variables.

Web
FTP Upload

Upload files or attachments to an FTP or SFTP server.

Web
FTP Download

Download files from an FTP or SFTP server.

Web
Get Browser Info

Extract browser name, version and operating system info from a User Agent.

Web
Wrap HTML

Wraps text inside HTML tags with optional styling.

Web
Get Gravatar For Email

Downloads the Gravatar for any given email address (if the Gravatar exists). Saves the downloaded image (.jpg) to the specified folder and returns the file path.

Web
Get Spam Score

Uses Postmark’s spam API (a RESTfull interface to the SpamAssassin filter tool) to analyze an email to get a spam score. Pass the full mime text of an email.

Json
Create JSON

Create a Json Document and assign it to a variable.

Json
Update JSON

Create or update multiple Json paths within Json text and return the updated Json to a variable.

Json
Read JSON Document

Parse a JSON document from any URL and assign element values variables.

Json
Convert JSON To HTML

Convert Json to a readable HTML table and assign the HTML to a variable.

Json
Convert JSON Array To HTML

Converts a Json array into a single HTML table. In the Json editor, enter or paste the Json array, or use a %variable% replacement for Json created from an earlier action. ...

Location
Translate

Translate text from one language to another and assign the result to a variable.

Location
Detect Language

Detect the language of any text and assign the language code to a variable.

Location
Speak Text

Return a URL of a WAV or MP3 file containing spoken text in the desired language.

Location
GeoIP Lookup

Perform a GeoIP lookup for any IP address, URL, domain name or email address. Assign the Country, Region and City information to variables.

Location
Country Lookup

Lookup country details for country name, code or dial code. Assign the Country Name, Code, Dial Code, Dial Prefix and Currency Code to variables.

Location
Google Maps Directions (HTML)

Using Google's "directions" API to provide a route between two points. Can take postcodes, place ids or textual descriptions. Returns the directions as HTML and also the distance and time taken. ...

Location
GetAddress - Address Lookup

This action supports for looking up addresses via postcode and then backfilling a particular address to retrieve the full information, using the getAddress.io API. ...

Twilio
Twilio Make A Telephone Call

Make a telephone call and optionally connect the call to another number.

Twilio
Twilio Send SMS Message

Send a SMS message via Twilio.

Twilio
Twilio Wait For SMS Reply

Send a SMS message via Twilio and wait for a reply.

Twilio
Normalize Phone Number

Convert a phone number to the correct internationalized version.

AI
ChatGPT

Send a prompt to ChatGPT and assign the response to a variable. Prompts can be assigned a Conversation Id if previous prompts/responses should be included when part of a conversation.

AI
Score Sentiment

Perform Sentiment Analysis using the built-in sentiment analyzer on any text and return the score to a variable.

AI
Train Sentiment

Train the Sentiment Analysis database.

AI
Classify Sentiment

Assign the most relevant sentiment class name for any text to a variable.

Azure
Azure File

Download or Upload files to Azure Storage shares.

Azure
Azure File Get Link

Get URLs to files in an Azure Storage share and assign to a variable.

Azure
Azure Cosmos DB

Update Or Query Documents In A Cosmos Container.

Azure
Azure Blob

Get or Put Azure Blobs.

Azure
Azure Table

Get or Put Azure Table Entities.

Azure
Azure Queue

Get or Put Azure Queue Messages.

Azure
Azure Form Recognize

Extract text, key-value pairs and tables from documents, forms, receipts, invoices and business cards using the Azure Form Recognizer service.

System
Execute PowerShell

Execute PowerShell commands and assign the results to a variable.

System
Run A Program

Execute a Windows executable file and assign the output to a variable.

System
Set Environment Variable

Sets an environment variable.

System
Get Environment Variable

Reads an environment variable and returns the value.

System
Get Registry Value

Reads the system registry for the specified key and value name. Returns the value.

System
Set Registry Value

Adds or updates the system registry for the specified key and value name.

Amazon
Amazon Send SMS

Send an SMS message using Amazon SNS service.

Amazon
Amazon Queue

Add an item to an Amazon queue.

Amazon
Amazon Glacier

Upload files or attachments to an Amazon Glacier vault.

Amazon
Amazon S3

Upload files or attachments to an Amazon S3 bucket. Returns the HTTP status.

Azure Cognitive Services
Azure Extract Text From Image

Uses the Microsoft Azure Computer Vision API to extract text from an image. You need to have an Azure account and create a Cognative Services endpoint.

Azure Cognitive Services
Azure Analyze Image

Uses the Microsoft Azure Computer Vision API to analyze an image and return text information. You need to have an Azure account and create a Cognative Services endpoint.

Azure Cognitive Services
Azure Extract Key Phrases From Text

Uses the Microsoft Azure Text Analytics API to extract key phrases from text. You need to have an Azure account and create a Cognative Services Text Analytics endpoint.

Azure Cognitive Services
Azure Extract Named Entities From Text

Uses the Microsoft Azure Text Analytics API to extract named entities from text. You need to have an Azure account and create a Cognative Services Text Analytics endpoint.

Azure Cognitive Services
Azure Analyze Sentiment

Uses the Microsoft Azure Text Analytics API to analyze sentiment for any text. You need to have an Azure account and create a Cognative Services Text Analytics endpoint.

Azure Cognitive Services
Check Spelling (Bing Spell Check)

Azure Cognitive Services
Azure Translate

Uses the Microsoft Azure Cognative Services Translate API to translate any text from one language to another. You need to have an Azure account and create a Cognative Services Translate endpoint.

Finance
Convert Currency

Convert an amount from one currency into another using the latest exchange rates.

Finance
Get Crypto Price

Reads a Crypto currency current price versus another currency. Uses the free CoinGecko API. Coin name should be the name of the coin eg: Bitcoin, Solana, Ethereum etc. ...

Sample
Sample Custom Action

Sample custom action. Returns the full name for a given first name, last name and title.

Microsoft Graph
Get User

Gets user information from Microsoft Graph for a given email address. The email address must exist within your organization.

Microsoft Graph
Get User Presence

Gets user presence information from Microsoft Graph for a given user id. The user id can be obtained using the Get User action. The user must exist within your origanization.

Talkyard
Create Talkyard Page

Creates a new page within the Talkyard platform. Upon a successful request, the URL to the page will be assigned to the relevent output variable. ...

Virus Scanning
VirusTotal - Scan File or URL

Returns a percentage value between 0 - 100 based on the "Malicious" and "Suspected" values from VirusTotal. ...

Password Managers
TeamPasswordManager - Get Password

Returns a password from TeamPasswordManager. When requesting a password, you have 2 options on how to retrieve it: 1 ) Provide the Password ID if this is know. ...

Dynamics On-Prem
Dynamics - Entity

This action is intended for use with an on premises version of Dynamics 365. ...

Dynamics On-Prem
Dynamics On Premise Connector (BETA)

This action is intended for use with an on premises version of Dynamics 365. ...

Pipedrive
Pipedrive

Within the Pipedrive action you're able to perform the following actions on objects within the platform. ...

monday.com
Monday - Board Item

Creates, updates, gets and deletes items from a Monday.com board. Getting started To get started using this action a schema must first be downloaded. ...

monday.com
Monday - Create Item Update

Adds a comment/update to a Monday.com Board Item. ...

monday.com
Monday - Send Notification

Notifies a Monday.com user for a particular Board or Item ID. ...

monday.com
Monday - Get User Info

Gets a Monday.com users info from their ID, Email Address or current API user account.

monday.com
Monday - Upload File

Uploads a file to a Monday.com Item or Update. ...

Autotask
Autotask - Ticket

Creates and Updates Autotask tickets.

Autotask
Autotask - Get Contact

Gets an Autotask Contact ID from an email address.

Autotask
Autotask - Get Ticket Field Value

Gets a specific Autotask entity ID based off its label counterpart. Currently supports: Queue Issue Sub-Issue Billing Code

Tessitura
Tessitura - Add Note

Adds a note to a Tessitura constituent. The action Creates/Fetches Constituent > Creates/Fetches Plan > Creates Plan Step (with note). ...

Testing
NuGet Package Test

A simple custom action to demonstrate using NuGet packages with ThinkAutomation custom actions. This custom action uses RestSharp to make a GET request to retrieve a user's IP address.

PayPal
PayPal - Get Transaction

Gets a PayPal transaction in the last x-days for a specific transaction ID. Returns a JSON object of the transaction. ...

Redis
Redis - Set Value

Gets a value in a Redis store for a given key and value. Returns "true" if the variable was set and "false" otherwise.

Redis
Redis - Get Value

Gets a value from a Redis store for a given key.

SharePoint
SharePoint - Get Item From List

Gets an item within a SharePoint list. By providing the relevant query criteria, the first matching item will be retrieved. ...

SharePoint
SharePoint - Update Item In List

Updates an item within a SharePoint list. By providing the relevant query criteria, the first matching item will be updated. If no query fields are provided then a new list item will be created. ...

SharePoint
SharePoint - Upload Files

Uploads a file to a SharePoint document library. To upload into a specific folder, populate the "Directory to upload to" field with the relevant directory e.g. "myfolder/mysubfolder". ...

WhosOn Helpers
WhosOn - Archive JSON Extraction

Reads the contents of a WhosOn chat archive request and formats the transcript to readable text. The action also supports extracting the visitors name and email address.

QuickBooks
QuickBooks - Customer

Creates, Updates & Gets a QuickBooks customer based on a set of user defined conditions. Upon a successful request, the Customer ID is returned.

QuickBooks
QuickBooks - Invoice

Creates, Updates, Voids & Deletes a QuickBooks invoice based on a set of user defined conditions. Upon a successful request, the Invoice ID is returned. ...

Email
MSG Extractor

Extracts values from an Outlook .msg file

Shopify
Shopify - Order

Performs a range of operations against a Shopify order. ...

WooCommerce
WooCommerce - Order

Performs a range of operations against a WooCommerce order. ...

Stripe
Stripe - Balance Transaction

Gets a Balance Transaction from Stripe. A JSON object or array will be returned, with the ability to assign individual fields out for First or Last records.

Stripe
Stripe - Customer

Performs a range of operations against a Stripe customer. ...

Stripe
Stripe - Request Payment

Requests a payment using Stripe and returns a link which can then be used to pay. ...