Go to Mapsly
English
EspaƱol
All Collections
Automation
Automation
Learn how to create custom actions and automate business processes using Mapsly
41 articles in this collection
Written by
Sergey Shurygin
and
Erik
Basic no-code automation
Workflow
Use Workflows to execute actions when a new record is created, or an existing one is updated or removed
Written by
Sergey Shurygin
Updated over a week ago
Mapsly automation suite
Implement complex business processes by executing sequence of actions in response to various events or by schedule
Written by
Sergey Shurygin
Updated over a week ago
Button
Create custom buttons in various parts of the user interface and assign actions that will be executed when they are clicked
Written by
Sergey Shurygin
Updated over a week ago
Condition/actions blocks
Using condition/actions blocks, you may execute different sequences of actions depending on various conditions
Written by
Sergey Shurygin
Updated over a week ago
Schedule
Create a schedule to execute actions on a regular basis
Written by
Sergey Shurygin
Updated over a week ago
Execution log
Execution log records execution sessions, and for each: actions, results of evaluation of Twig templates & content of Context at every step.
Written by
Sergey Shurygin
Updated over a week ago
Actions
'Create record' action
Use 'Create record' action to create new records in your data source, including related records like check-in records.
Written by
Sergey Shurygin
Updated over a week ago
'Update record' action
Use 'Update record' action to change values in one or multiple fields of the record, or its related records referenced by lookup fields.
Written by
Sergey Shurygin
Updated over a week ago
'Match records' action
Find best-matching records based on complex criteria and execute complex scenarios with them, all without writing any code
Written by
Sergey Shurygin
Updated over a week ago
'Delete record' action
Use 'Delete record' to remove a record.
Written by
Sergey Shurygin
Updated over a week ago
'Invoke URL' action
Use Invoke URL action to make outbound calls to any external APIs - REST, SOAP or entirely custom - and store its response in Context
Written by
Sergey Shurygin
Updated over a week ago
'Send SMS' action
Use 'Send SMS' action to send SMS messages to persons' mobile phones with global coverage.
Written by
Sergey Shurygin
Updated over a week ago
'Open URL' action
Use 'Open URL' action to open an external webpage in a popup inside Mapsly or in a new tab.
Written by
Sergey Shurygin
Updated over a week ago
'Send email' action
Send emails with dynamic list of recipients, cc, bcc and content that may include data from one of multiple records.
Written by
Sergey Shurygin
Updated over a week ago
'Show message' action
Use 'Show message' action to show a message in the user interface with the result of your actions or to report an error.
Written by
Sergey Shurygin
Updated over a week ago
Forms
'Form' action
Use Forms to gather information from users in various scenarios and use it in further actions along with the record data
Written by
Sergey Shurygin
Updated this week
Form builder
Learn how to use the Form builder to create forms and add actions to their event handlers
Written by
Sergey Shurygin
Updated over a week ago
'Update form' action
Show or hide form fields, change their label, description, current value and picklist items in response to user actions on the form
Written by
Sergey Shurygin
Updated over a week ago
Advanced concepts
Automation execution context & sessions
Learn about the automation execution context (space of variables), its structure, user's location, and how it's appended during execution
Written by
Sergey Shurygin
Updated over a week ago
'Code' action
Use 'Code' action to pass data between actions through the execution context, execute actions with custom input, and much more.
Written by
Sergey Shurygin
Updated over a week ago
Twig templates: add record data to workflows and actions, and extend your automation with code
Learn how to use record data and other data available at runtime, like user location, in your workflows and actions.
Written by
Sergey Shurygin
Updated over a week ago
Checking into locations
[HubSpot] Options for logging check-in & check-out data in HubSpot
Learn how to log check-in/check-out data to HubSpot: directly to Contacts/Deals/Companies, custom objects, meetings and timeline events.
Written by
Sergey Shurygin
Updated over a week ago
Functions
Functions
Use Mapsly system functions in your actions - to address more complex automation scenarios
Written by
Sergey Shurygin
Updated over a week ago
Function SetGlobalParam()
Store data in a global persistent storage to pass it between execution sessions.
Written by
Sergey Shurygin
Updated over a week ago
Function GetGlobalParam()
Retrieve data from a global persistent storage. Use it to pass it between execution sessions.
Written by
Sergey Shurygin
Updated over a week ago
Functions FirstDayOfCurrentMonth(), FirstDayOfCurrentYear()
Get the first day of the current month or the current year in your Mapsly account's time zone
Written by
Sergey Shurygin
Updated over a week ago
Functions IncrementGlobalParam(), DecrementGlobalParam()
Increment and decrement global parameters in a thread-safe way
Written by
Sergey Shurygin
Updated over a week ago
Function SignUrl()
Sign your parameterized shared map's URL so users cannot change its parameters
Written by
Sergey Shurygin
Updated over a week ago
Function Lookup()
Get a field value of a record from another object that is linked via a lookup field
Written by
Erik
Updated over a week ago
Function Do()
Execute an existing action with a custom input. Use it to call nested actions and create related records.
Written by
Sergey Shurygin
Updated over a week ago
Function GetC()
Retrieve a key's value from the specified context, or any other nested object
Written by
Sergey Shurygin
Updated over a week ago
Function GetS()
Retrieve a key's value from the current level of the execution context without checking higher levels of the context
Written by
Sergey Shurygin
Updated over a week ago
Function GetDataSourceUserID()
Get the data source user ID of the user who triggered the current automation session
Written by
Sergey Shurygin
Updated over a week ago
Function Now()
Get the current datetime in the UTC time zone
Written by
Sergey Shurygin
Updated over a week ago
Function CurrentRoute()
Use CurrentRoute() to get the traveling distance or time in your 'Match record' action
Written by
Sergey Shurygin
Updated over a week ago
Function Today()
Get the current date in your Mapsly account's time zone.
Written by
Sergey Shurygin
Updated over a week ago
Function Geocode()
Geocode your address into GPS coordinates, and "cleansed" address (reverse-geocoded from the coordinates)
Written by
Sergey Shurygin
Updated over a week ago
Function CurrentDirectDistance()
Written by
Sergey Shurygin
Updated over a week ago
Function Set()
Declare, initialize and update a variable in the automation execution context
Written by
Sergey Shurygin
Updated over a week ago
Function DirectDistance()
Use DirectDistance() to get the direct distance between any two locations in your Mapsly org's distance units
Written by
Sergey Shurygin
Updated over a week ago
Function Route()
Use Route() to calculate traveling distance and time between any locations based on real-time and historic traffic and custom departure time
Written by
Sergey Shurygin
Updated over a week ago