Actions and channels

An action is what the workflow does. A workflow can have several, and they run in the order shown.

Send email

On every plan. The one most workflows need.

To : The recipient picker. The customer, a fixed address, your team — it depends on what the trigger knows.

Subject and Body : A rich text editor with a Placeholders picker beside it, so {event_title} and {booking_number} go in without being memorised.

Attachments : Files that go with every send.

Send ticket PDF as attachment : The tickets for that booking. This is what makes a confirmation email useful.

On paid plans there are two more: Attach the invoice and which Invoice template to use.

Send webhook

On every plan.

URL, Method (POST, PUT, GET) and a JSON body that placeholders can be written into. This is the general-purpose exit: Zapier, Make, your own endpoint, a Slack incoming webhook.

Send a Telegram message

Paid. Needs a bot token under Settings → Integrations → Telegram.

Chat, Message, Attachments, and Send ticket PDF as attachment. The settings screen lists recent chats with a Refresh chats button, so you can copy the id of the group you want rather than hunting for it.

Telegram is the usual choice for staff alerts: it is instant, it is free, and a group chat is a shared inbox.

Send an SMS

Paid. Through your own Twilio account.

To and Message. The settings screen holds the Account SID, the auth token, the sending number, a Test connection button, and a Messages per month ceiling with the running total — a cap worth setting before a workflow with a bug meets a busy weekend.

Send a WhatsApp message

Paid. Also through Twilio.

To, a Template fetched from your Twilio account, and one field per variable the template declares. WhatsApp only allows approved templates for messages you start, which is why this action does not have a free-text body.

Testing

Every action panel has Test action, which runs it once with sample data. Use it before turning a workflow on: it is much cheaper than discovering a broken placeholder on a hundred confirmations.