Understanding Actions

Actions are the work that gets done when a trigger is invoked and the conditions you've selected are met.   In this article, we'll review all of the different actions that are currently available.

 

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Find Record

Find Record allows for the lookup of data based on the criteria you select and then performs actions based on the records found or different actions if no records are found.  In the example below, we're finding records in the form MyForm based on a specific match on the Email field. 

 

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once you have selected the criteria for finding records, you'll then be able to select the actions you'd like to perform when records are found and when they're not found.  Adding actions to these sections works just like adding actions elsewhere in your workflow.

NOTE: The Find Record action will loop through all records found individually, so if five records are found, the actions selected will be performed five times.   

 

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Examine Data

Similar to Find Record, the Examine Data action also allows for the lookup of data based on the criteria you select.  In the example below, we are looking into the form, MyForm, and will add a condition to retrieve only certain records.  

 

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Adding conditions looks like the example below.  Unlike Find Record, you may add as many different sets of conditions as you'd like. 

 

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You can choose to Preview Results to ensure you are retrieving the records you intend. Under each set of conditions, you can add a list of other actions to be performed.  

 

 

Submit Data

Submit Data allows you to post data to other systems.   It can be used to alert other systems of an event or post responses as they're received.  To begin, first enter the URL you'd like to call, followed by the accompanying headers and parameters if needed. You may add as many as you need.  You also have the choice to send the data as a form POST action or as as JSON object. 

 

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Send Qrvey

Send Qrvey allows you to send any Web Form via email, similar to our Send Email action below.  The key difference however is that with Send Qrvey, you can automatically follow up if no response is received.

To begin, select the Web Form you'd like to send, then provide your recipient, subject and message body.  You can send via email or SMS. A link will automatically be included with both delivery methods. 

 

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If you'd like to automatically follow up if not response is received, click + Add Follow Up in the lower-right corner. You can then select how long you'd like to wait before following up along with the follow up subject and message.  Whatever delivery method you chose initially, Email or SMS, will be used for the follow up as well. The same link used initially will also be included. 

 

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Send Email

The Send Email action connects Automation to email and allows you to send notifications and alerts or send qrveys or the results of qrveys to whomever you'd like. To use this action, simply select the people you'd like to email, then provide a subject and message.  

 

 

You also have the option to attach a qrvey or the results of a qrvey in your email. To preview what your email will look like, click Preview email 

 

 

 

Send SMS

The Send SMS action is similar to Send Email in that you can send notifications and alerts, only this time via SMS text message.  Just provide any valid mobile phone number, the type in your message up to 140 characters.  

Any attachments you include in your message will be send as links that your recipient can click on. 

 

 

 

Insert Record

Insert Record lets you add a record to an existing data set in Qrvey.  First, select the data set you'd like to add a record too, then add the values or tokens you'd like to add for each field. 

 

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Wait

The Wait action is simply a pause in your workflow.  For instance, if you receive a response from one qrvey, you must may to wait a day before sending a follow-up qrvey.  The wait command will allow you to choose how many minutes, hours or days you'd like to wait before continuing with the rest of the workflow. 

 

 

 

Start/End Flow

The Start Flow action allows you to trigger an existing process. Note that the process must be currently running in order to link it as an action.  The End Flow action will stop your process at the point in the flow where you add it.  Ending a flow is useful if your workflow includes multiple conditions. 

 

 

 

Webhook

Webhooks are a powerful action that allows you to integrate with other systems.  You can choose the URL of your endpoint or API, then define any required parameters you'd like to include in your call.  Qrvey's webhooks are essentially form POST functions to the URL you provide.