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 automation actions for common tasks are included. Plus, download more from our on-line library.
Plus, use the included Ask AI action to automate AI processing using ChatGPT, Grok or OptimaGPT. Seamlessly integrating AI-powered decision-making and responses into your automation process.
You can also create your own custom actions using the built-in Custom Action Designer and C# or VB.NET code editor.
Common - Common automation actions
Extract Field
Parse and extract data from the incoming message and assign the result to a field name.
Execute Script
Execute custom C# or Visual Basic .NET code.
Process Attachments
Automate saving attachments to specific folders on your file system.
Set Message Store Folder
Assign the message to a folder in the Message Store.
Move Incoming Message
Move the incoming email message to a different folder on the source email account.
Comment
Add a comment line to an Automation and optionally save the comment value to the log.
Data - Actions for reading and updating SQL Server, MySQL, PostgreSQL, DB2, Oracle, SQLite and any ODBC data source.
Lookup From A Database
Execute a SQL database query and assign column values to variables.
Open Database Reader
Open a database reader for use with a For..Each block.
Execute A Database Command
Execute a database command or stored procedure.
Update A Database Using Custom SQL
Update or Insert data into a database using custom commands.
Update A Database Using Extracted Fields
Automatically update a SQL database using extracted fields parsed from the incoming message.
Update A Database Using CSV Or Json
Update multiple rows in a SQL database using CSV or Json data.
Update MongoDB
Create or update MongoDB documents.
Lookup From A MongoDB Database
Lookup a document from a MongoDB database and assign it to a Variable.
Embedded Data Store
Save and query data using the embedded Document DB.
Embedded Value Store
Save and retrieve a dictionary of key value pairs using the embedded DB.
Embedded Files Store
Save and query files using the embedded DB.
Embedded Knowledge Store
Save and search for knowledge base articles using the embedded DB. Add relevant articles to an AI conversation to provide context.
Embedded Vector Database
Store and search vectors linked to text or external data using the embedded vector database.
Full Text Search
Save and search text using the built-in full text search database.
Update Excel File
Update a Microsoft Excel file. Append new rows or update specific cells.
Lookup From Excel
Lookup specific cell and cell range values from an Excel file and assign to variables.
Counter
Update a counter value.
Outgoing - Actions for sending outgoing emails and emails scheduled for future dates.
Send Email
Send an outgoing email immediately or on a scheduled future date.
Remove Scheduled Outgoing Message
Remove pending scheduled emails for a given recipient.
Forward Original Message
Forward the incoming message and optionally add or drop attachments.
Wait For User Response
Request confirmation from a user before continuing execution.
Send Appointment
Creates an appointment in any iCalendar compatible Calendar Server.
Send Slack Message
Send a message to a Slack channel.
Send Tweet
Send a Tweet to Twitter or reply to an incoming Tweet.
Documents - Actions for creating, converting, printing and extracting text from documents (Word, PDF, Excel and more).
Create Document
Create a formatted document and save it as PDF, Word, HTML and other formats.
Create Spreadsheet
Create a spreadsheet and save it as Excel, PDF, CSV or HTML formats.
Convert Document
Convert Word, Open Document, Excel, PDF, Richtext, Text, Markdown Text, CSV or HTML documents or attachments to PDF, Word, HTML, image or text.
Convert Document To Text
Convert PDF, Word, Open Document, Excel, Richtext or HTML documents or attachments to plain text or extract PDF form data.
Convert Image To Text Using OCR
Convert an image or PDF file or attachment to text using optical character recognition (OCR). Can also extract images from PDF files and convert these to text.
Convert PDF Document
Convert a PDF document or attachment to image files, text or HTML.
Append To PDF Document
Appends document content or text to a PDF document.
Convert PowerPoint Document
Convert a PowerPoint document or attachments to image files or PDF.
Sign PDF Document
Add a digital signature to a PDF document.
Save As PDF
Save the incoming message, image or any HTML file or URL as a PDF document.
Word Merge
Performs a mail merge on a Word document or attachments and saves the merged document as a new file.
Automatically print the incoming message, attachments or specific documents.
Run A Report
Create a report using a pre-defined report template and export it to various formats.
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. …
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.
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. …
AI - Actions for automating AI (ChatGPT, Grok or on-premises OptimaGPT).
Ask AI
Send a prompt to an AI (ChatGPT, Azure, Grok or OptimaGPT) and assign the response to a variable. Prompts can be assigned a Conversation Id if previous prompts and responses should be included when part of a conversation.
Lookup From A Database Using AI
Uses AI to generate a SQL select statement from a natural language query that is then executed and the results returned to a %variable%.
Score Sentiment
Perform Sentiment Analysis using the built-in sentiment analyzer on any text and return the score to a variable.
Train Sentiment
Train the Sentiment Analysis database.
Classify Sentiment
Assign the most relevant sentiment class name for any text to a variable.
Office 365 - Actions for Office 365 integration.
Get Or Update Contact
Get or update a contact for an Office 365 account.
Create Appointment
Create an appointment for an Office 365 account.
Update Incoming Message
Set flags and/or modify the subject on the incoming Office 365 source message.
Get User Presence
Get current presence information (availability and activity) for one or more users.
Send Teams Message
Send a message to a Microsoft Teams Channel.
Create Outlook MSG File
Save the current message or a custom message as a Microsoft Outlook MSG file.
General - General automation actions, including reading and writing text files, manipulating text and more.
Text Operation
Perform various operations on text values.
Date Operation
Perform various operations on date values.
File Operation
Perform various operations on files & folders.
List Operation
Create, update, sort and get single or all items from generic lists.
Math
Perform mathematical calculations and save the result to a variable.
Encryption
Encrypt/decrypt text data or files.
Compression
Create or unzip Zip files for attachments, files & folders.
Create Hash
Create hash values for text data or files.
Set Message Store Flag
Assign a flag to the message stored in the Message Store.
Message Store Operation
Read a list of message store messages from/to & to/from two email addresses, search the message store and other operations.
Set Logging Level
Set the amount of detail recorded in the Automation log.
Create Passcode
Create a random Passcode and assign the value to a variable.
Find and Replace
Finds and replaces text in any variable.
Read Or Write Text File
Save data to a text file or read an existing text file and assign the content to a variable.
Tokenize
Tokenize any text and assign the comma separated tokens to a variable.
Extract Address Parts
Parse a postal address and extract specific address parts.
Extract Email Signature
Parse contact and company information from email signature footers.
Text To Speech
Convert text to a speech WAV file and return the WAV file path to a variable.
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…
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…
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 - Actions for controlling the flow of your automation workflow.
If Block
Conditionally execute a one or more actions based on a Condition.
Call Automation
Call another Automation with a value and assign the return value to a variable.
Return
End execution of the Automation and return a value.
End Processing
End execution of the Automation without returning a value.
For Each
Create a loop on various properties and execute Actions inside the loop.
Select Case
Conditionally execute a one or more actions in the matching Case block.
Go To Label
Move processing to a label.
On Error
Control what should happen if an error occurs on subsequent actions.
Create Web Form Redirect
For Automations called from a Web Form Message Source. Redirect the submitted form to another ThinkAutomation Web Form or URL.
Sleep
Pauses execution of the current automation for X milliseconds.
Network - Actions for executing DNS lookups and SSH commands.
DNS Lookup
Perform a DNS Lookup and assign the returned data to a variable.
Ping
Ping any host and return the results to a variable.
Execute Secure Shell Command
Execute SSH commands against any host and assign the response to a variable.
CRM - Actions for reading, querying and updating CRM systems.
Get CRM Entity
Read entity values from Microsoft Dynamics, Salesforce, Sugar or Zoho CRM.
Add or update Microsoft Dynamics, Salesforce, Sugar or Zoho CRM entities.
Query CRM Entities
Perform a generic query to read one or more CRM entities as Json text, CSV or Markdown.
Xero
Xero Contact
Xero Contact
Read, create & update Xero Accounting contacts.
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 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 any enum values you may need and other information such at…
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 other information such at formatting rules. …
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 values you may need and other information such at formatting…
Web - Actions for interacting with web resources.
HTTP Get
Read any web page or web API and assign the returned content to a variable.
HTTP Post
Post data to any web page or API.
Download File
Download a file via HTTP and return the local path to a variable.
Auth SignIn
Obtain an authorization token from an OAuth endpoint for use on subsequent HTTP actions.
Cloud Storage
Download, Upload or Delete files using cloud storage providers (Amazon S3, Google Drive, Google Cloud Storage, Microsoft OneDrive, IBM Cloud Storage, Wasabi, Digital Ocean, Linode).
Wait For Webhook
Wait for a 3rd party webhook call.
Call A Soap Web Service
Execute a SOAP or .NET Web Service and assign the results to variables.
Check SSL Certificate
Check the validity and expiry date for the SSL certificate used on any host/URL.
FTP Upload
Upload files or attachments to an FTP or SFTP server.
FTP Download
Download files from an FTP or SFTP server.
Get Browser Info
Extract browser name, version and operating system info from a User Agent.
Wrap HTML
Wraps text inside HTML tags with optional styling.
Web Spider
Crawls a web site and returns a list of all URLs found.