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Automation Actions Defined

Last updated on Nov 12, 2025

  1. Add Collaborators: Add users to Records based on the conditions listed.

  2. Change Status: Update a status.

  3. Notify Users: Send an email to users, a team, a user field, or a custom email

  4. Create Files from Template: If there is a template in Admin>File Templates, Vsimple Automation would generate the file

  5. Create Linked Record: If the workflow has a linked record, vsimple would create a record in the linked workflow and copy specified information. e.g., "closed won" in Quotes, create a linked record in the Sales workflow.

  6. Update Custom Record Fields: Update field(s) of a Record based on the conditions listed.

  7. Send Webhook:

  8. Create Record Object: Create a table row based on the conditions listed.

  9. Update Record Object: Update the table row based on the conditions listed.