Add Actions

How to add actions to your workflows

The Add Actions section allows you to dynamically generate a list of actions.

These actions are all controlled by custom conditions that you can apply. Click here for more info about Conditions.

Some actions are not available in certain regions or based on the license level. For any further information please contact Virtus Flow Sales Support.

Standard actions included:

VIRTUS FLOW INTERNAL FEATURES

All the internal actions are linked to Out-of-the-Box Apps that you can find bundled with Virtus Flow. 

• New Project
• New Task
• New Company
• New Resource
• New Activity
• New Task
• New Sticky Note
• New Contact
• New Document
• New Attachment
• New Data Object
• New User

EXTERNAL ACTIONS

• Send Email
• IMAP

CALL API

Visit this KB to learn more about API Integration

For each action a specific section (see below) will pop up. In this section you can customize each data entry using # and the dynamic reference to the field. You can also apply conditions to each action.

To further customize your Form, visit the following:

How to Create a Distribution List

How to Create a DOCX with Placeholders