Automation Action Types
Reference for every available automation action and its configuration fields.
Automation Action Types
| Action | What it does |
|---|---|
notification.send | In-platform notification to specified users |
ticket.create | Creates a new ticket with given subject, description, priority |
ticket.update | Updates priority, status, or assignee on the triggering ticket |
crm.update_company | Sets a field on the linked CRM company |
email.send | Sends a plain-text email to a specified address |
webhook.emit | POSTs the event payload to a registered webhook URL |
All actions are configured with a JSON input object in the rule builder. The UI renders a form for each action type from the Zod schema automatically.
Where to go next
- Understand the whole module → How Automation Works
- Next in this module → Import Legacy Automation Rules
- Create an Automation Rule
- See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together
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