Mapsly offers a powerful no-code automation framework extendible by code that allows you to execute various actions depending on various conditions in response to events or by schedule.
Simpler cases may be addressed by the framework's point-and-click tools without writing any code, while more complex scenarios can be implemented using Mapsly's low-code capabilities.
This article provides a high-level overview of the automation suite's concept and its components.
An action is a piece of business logic that act on the input data. Mapsly supports the following actions:
Update record: update one or multiple fields in the record that triggered a workflow or in a related record.
Create record: create a record of any object that supports it.
Delete record: remove a record.
Invoke URL: call an external API endpoint, REST, SOAP or custom, with adjustable parameters and request body.
Send email: send an email to one or multiple recipients.
Match records: for any record, find best-matching record(s) in any object and execute sequence of other actions with them, without writing any code.
Visit planner: plan regular visits to records of any object based on desired visit frequency and duration and lots of other controlling parameters.
Form: open a custom form with configurable fields, with custom event handlers that can execute other actions.
Open URL: open a URL in an iFrame inside Mapsly or in a new browser tab.
Show message: show a message, fixed or parameterized, with a result of an action. Useful in sequences of actions.
What can trigger actions
Actions can be executed by any of the following:
Workflow: triggered when a new record is created or an existing record is updated or removed, both in case the triggering event originated in the data source and in Mapsly.
Button: created by the Mapsly administrator and placed in various parts of the Mapsly interface such as a record's map pop-up, route waypoint, a record's table view's context; or for object-independent buttons - in the map right-click context menu or the main menu. When enabled by the Mapsly administrator and allowed by the user who clicks the button, actions executed by the Button have access to user's current location, which may be used in scenarios like a "Check-in" into an account during a visit.
Schedule: runs actions on a regular basis with the configured regularity.
By a Match records action.
In event handlers of a Form's buttons and fields.
Debugging & logging
When detailed logs are activated, additionally Mapsly logs the entire stack trace of functions, evaluated templates and other lower-level activities nested in actions, with the Context content at the beginning of every activity. Detailed logs are crucial to debugging your Mapsly automation.
Advanced "low-code" automation
All parameters in Mapsly's actions are Twig templates, so in addition to static content to may also use Twig tags, filters, functions and operators.
Records' field values and system data like user location are available in Twig templates as variables. Also, Mapsly offers a variety of system functions and a Code statement action that may be used to address more automation scenarios that cannot be implemented by point-and-click capabilities of the Automation suite.