What you can do
Six native actions covering most business workflows; each with its own sub-form in the visual builder.
send_email & create_task
Send via platform or tenant SMTP (Pro/Ent) with recipient resolvers (client, amlOfficer, ownerOf:path). Create a Task linked to a Deal or Client with priority and assignee.
update_field & assign_user
Targeted update with strict per-entity whitelist (Deal, Invoice, AMLAssessment, Task) — no friendly fire. Shortcut assign_user for assignedToUserId fields with optional preservation.
HMAC-SHA256 call_webhook
POST to an external URL with deep payload interpolation, custom headers, configurable timeout. Same signature headers as the BCE webhooks — verifiable with the same code on the receiver side.
request_approval: chain halt
Creates an URGENT task for an approver and halts execution. Downstream actions stay pending until manual validation — the canonical AML gate before contract signing.
How it works
Build an action chain in minutes, without touching JSON.
- 1
Pick the action type
The selector loads the matching typed sub-form (specific fields + helper text + sane defaults).
- 2
Configure parameters
Recipient/user resolvers, {{path}} interpolations, priorities, custom headers depending on the action. Zod validation at runtime.
- 3
Order the chain
Up/down arrows reorder actions. The chain stops on first failure (run = failed) or on halt (run = success). All outputs are captured for replay/debug.