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, Keragon adds an action to send the email notification.
🚀Automatic setup
When describing a workflow, Keragon may automatically select and add the appropriate actions based on what you’re trying to accomplish. This article explains the different types of actions you may see in your workflow and when to use each.
Types of actions in Keragon
Actions fall into three main categories, depending on whether they interact with external apps, transform data, or control workflow flow:
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:
- Send an Email via Gmail or Outlook.
- Create or Update a record in your CRM or EHR.
- Post a message to Slack or Microsoft Teams.
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When to Use:
- Automate repetitive business tasks.
- Keep data synchronized between systems.
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:
- Date Helpers: Format dates, Change timezones, etc.
- Text Helpers: Extract or replace parts of text values, Split strings etc.
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When to Use:
- Prepare data before passing it to external apps.
- Ensure data meets formatting and validation requirements.
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:
- Continue If: Add conditions to decide whether the workflow should proceed.
- Delay/Wait: Pause workflow execution for a specified time.
- For each: Process items in a list one by one.
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When to Use:
- Create conditional logic and branching workflows.
- Control timing and order of operations.
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?
Just ask!
Describe what you want to accomplish in the editor, and Keragon will suggest or add the appropriate action when available. If an action isn’t supported yet, your request helps us prioritize new integrations and capabilities.