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

'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

'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 over a week ago

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

Files in Mapsly

Let your your Mapsly users upload images and documents to Mapsly to view them later, or save to your CRM.

Written by Sergey Shurygin
Updated this week

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

[HubSpot] How to save files from Mapsly to HubSpot

Learn how to save files from your Mapsly forms back to your HubSpot account

Written by Erik
Updated this week

[Smartsheet] How to save attachments from Mapsly to Smartsheet

In this article you will learn how to save files from your Mapsly forms back to your Smartsheet rows or sheets as attachments

Written by Erik
Updated this week

[Zoho CRM] How to save files from Mapsly to Zoho CRM

Learn how to save files from your Mapsly forms back to your Zoho CRM account as attachments, record's main photo or to Zoho File System

Written by Erik
Updated this week

[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

[Freshworks] How to save files from Mapsly to Freshworks

Learn how to save files from your Mapsly forms back to your Freshworks account

Written by Erik
Updated over a week ago

[Pipedrive] How to save files from Mapsly to Pipedrive

In this article you will learn how to attach files from your Mapsly forms back to your Pipedrive persons, organizations, leads or activities

Written by Erik
Updated this week

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 GetFileContent()

Returns the binary content of a file stored in a Files record

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 GetFileProperties()

Returns details of the file stored in a Files record, like the file type, size, URL and image size

Written by Sergey Shurygin
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