Actions are tasks executed in response to a trigger. Once a workflow is initiated, actions define what actually happens - they perform the work that’s being automated. Whether you're sending an email, updating a record, or transforming data, actions are the core building blocks of your automations.
Example
If you want to receive an email notification each time a new patient is added to your EHR, the action in Keragon would be sending the email notification.
Action Types Explained
Keragon offers several types of actions that you can use to build powerful, flexible workflows. These are organized into three main categories:
1. App Actions
These actions allow you to interact directly with external applications and services. They are typically used to create, update, retrieve, or delete data in connected apps.
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Examples:
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Send an Email via Gmail or Outlook.
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Create or Update a record in your CRM or EHR.
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Post a message to Slack or Microsoft Teams.
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When to Use:
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Automate repetitive business tasks.
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Keep data synchronized between systems.
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2. Helpers (Data Transformation Actions)
Helpers are built-in tools used to transform, manipulate, or prepare data between workflow steps. They allow you to clean, reformat, and structure data as needed.
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Examples:
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Date Helpers: Format dates, Change timezones, etc.
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Text Helpers: Extract or replace parts of text values, Split strings etc.
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When to Use:
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Prepare data before passing it to external apps.
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Ensure data meets formatting and validation requirements.
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Learn More About Helpers
Explore how Helpers can transform your data, perform calculations, and handle advanced transformations within your workflows. Read the full Helpers documentation.
3. Logic Actions
Logic actions help control the flow of your workflow based on conditions and execution rules. They determine when and how certain steps should run.
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Examples:
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Continue If: Add conditions to decide whether the workflow should proceed.
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Delay/Wait: Pause workflow execution for a specified time.
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For each: Process items in a list one by one.
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When to Use:
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Create conditional logic and branching workflows.
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Control timing and order of operations.
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Learn More About Workflow Logic
Master the use of conditional logic, branching, loops, and delays to build dynamic and intelligent automations. Read the full Workflow Logic guide.
Can’t Find the Action You Need?
Request your actions!
If a specific action is not available in Keragon, you can easily request it through your dashboard. Our team will prioritize its release as soon as it’s possible from the third-party vendor’s side. We’re here to help you keep building without limits!
By understanding and combining these action types, you can build highly effective workflows that automate simple tasks or complex business processes with ease.