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Automation Actions

Actions are the operations performed by your automations. Configure these in the automation builder when creating or editing automations.

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Communication Actions

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Send Email

Send templated emails to customers or internal teams. Configure in automation builder:

1. Select Send Email action
2. Choose recipient: Customer email, specific address, or team
3. Select email template
4. Configure template variables

Use cases:

• Payment failure notifications
• Invoice reminders
• Subscription renewal notices
• Welcome emails

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Send Slack Notification

Post messages to Slack channels for internal alerts. Configure in automation builder:

1. Select Send Slack action
2. Choose connected Slack workspace
3. Select channel
4. Compose message with dynamic variables

Use cases:

• High-value deal alerts
• Payment failure notifications
• Subscription cancellation alerts

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Call Webhook

Send data to external systems via HTTP request. Configure in automation builder:

1. Select Webhook action
2. Enter destination URL
3. Choose HTTP method (GET, POST, PUT)
4. Configure headers and body
5. Set up authentication if needed

Use cases:

• Sync billing events to your app
• Trigger external workflows
• Update third-party systems

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Billing Actions

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Retry Payment

Attempt to collect a failed payment again. Configure in automation builder:

1. Select Retry Payment action
2. Choose payment method (default or specific)
3. Set retry options

Use cases:

• Automatic retry after payment failure
• Retry after customer updates payment method

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Apply Credits

Apply available credits to reduce invoice amount. Configure in automation builder:

1. Select Apply Credits action
2. Choose amount: Full balance or specific amount
3. Set priority for which credits to use

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Void Invoice

Cancel an unpaid invoice. Configure in automation builder:

1. Select Void Invoice action
2. Add reason for voiding

Use cases:

• Clean up after failed payment collection
• Cancel invoices for churned customers

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Grant Credits

Add credits to a customer’s account. Configure in automation builder:

1. Select Grant Credits action
2. Choose credit type (monetary or units)
3. Enter amount
4. Set expiration (optional)
5. Add reason

Use cases:

• Service credit for outages
• Loyalty rewards
• Referral bonuses

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Subscription Actions

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Cancel Subscription

Cancel a customer’s subscription. Configure in automation builder:

1. Select Cancel Subscription action
2. Choose when to cancel:
   • Immediately
   • End of current period
   • Specific date
3. Add cancellation reason

Use cases:

• Automatic cancellation after payment failures
• Cancel after non-payment threshold

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Pause Subscription

Temporarily pause billing for a subscription. Configure in automation builder:

1. Select Pause Subscription action
2. Set resume date (optional)

Use cases:

• Grace period during payment issues
• Seasonal pause

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Customer Actions

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Update Customer

Modify customer record fields. Configure in automation builder:

1. Select Update Customer action
2. Choose fields to update
3. Set new values (static or dynamic)

Use cases:

• Update segment based on behavior
• Mark customers at risk
• Update metadata

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Add/Remove Tag

Tag customers for segmentation and filtering. Configure in automation builder:

1. Select Add Tag or Remove Tag action
2. Enter tag name

Use cases:

• Tag customers with payment issues
• Tag high-value customers
• Segment for marketing

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Create Task

Create an internal task for follow-up. Configure in automation builder:

1. Select Create Task action
2. Enter task title and description
3. Set assignee (user or team)
4. Set due date and priority

Use cases:

• Manual follow-up for failed payments
• Account manager notification
• Support ticket creation

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Integration Actions

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Sync to CRM

Push data to connected CRM systems. Configure in automation builder:

1. Select Sync to CRM action
2. Choose CRM (Salesforce, HubSpot)
3. Select object type
4. Map fields to update

Use cases:

• Update billing status in CRM
• Sync subscription changes
• Log payment events

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Workflow Control

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Delay

Pause the automation before continuing. Configure in automation builder:

1. Select Delay action
2. Set duration:
   • Minutes (e.g., 30 minutes)
   • Hours (e.g., 2 hours)
   • Days (e.g., 3 days)

Use cases:

• Wait between retry attempts
• Stagger notification timing

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Stop Workflow

End the automation and don’t execute remaining steps. Configure in automation builder:

1. Select Stop action
2. Add reason (for logging)

Use cases:

• Exit early when condition is met
• Stop after successful retry

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Error Handling

Configure how actions handle failures:

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Retry on Failure

1. Enable retry for the action
2. Set maximum retry attempts
3. Set delay between retries

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Fallback Actions

1. Add fallback actions that run if main action fails
2. Typically used to create tasks for manual follow-up

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Continue on Error

1. Enable “Continue on error” to proceed even if action fails
2. Useful for non-critical notifications

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Best Practices

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Next Steps