Automation Action Types

The actions

Action	What it does
Send Notification	An in-app notification to chosen users. Date-based rules without a recipient notify the record's owner, or your admins
Create Ticket	Raises a new ticket with the subject, description and priority you set
Update Ticket	Changes the status, priority or assignee of the triggering ticket
Update Company	Sets a field on the linked client company
Send Email	Sends an email to any address. Subject and body can include the record's details
Create Work Order	Sends out a field-service job
Run RMM Script	Runs a script from your library on the client's devices
Post to Slack / Teams	Posts a message to Slack, Microsoft Teams, Discord or Google Chat, optionally with a link to the record
Send Webhook	POSTs a JSON payload to your own HTTPS endpoint, signed so you can verify it

Post to Slack / Teams

Connect your chat tool first under Settings → Integrations. In the action, write the message, choose the provider (Slack is the default) and whether to include a link back to the record.

Send Webhook

Enter an HTTPS URL and, optionally, a JSON payload; the event details are sent if you leave it empty. The rule won't save if the payload isn't valid JSON.

For safety, webhooks only go to public HTTPS addresses — never to internal or private network addresses — and redirects aren't followed.

Verifying a webhook

Every delivery carries an X-Plenix-Signature header: sha256= followed by the HMAC-SHA256 of the raw request body, keyed with your workspace's signing secret.

1. On Settings → Automation Rules, open Webhook signing secret (admins only) and copy the secret.
2. In your receiver, compute the HMAC-SHA256 of the raw body with that secret and compare it with the header using a constant-time comparison. Reject the request if they differ.

const expected = 'sha256=' + crypto.createHmac('sha256', secret).update(rawBody).digest('hex');
const ok = crypto.timingSafeEqual(Buffer.from(expected), Buffer.from(req.headers['x-plenix-signature']));

Where to go next

• Create an Automation Rule
• Date-Based Automation