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

Embedded Knowledge Store

Save and search for knowledge base articles using the embedded DB. Add relevant articles to a ChatGPT conversation to provide context.

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, Open Document, 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, Open Document, 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

Message Store Operation

Read a list of message store messages from/to & to/from two email addresses.

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

Web Spider

Crawls a web site and returns a list of all URLs found.

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. ...