Mapsly

Sergey Shurygin

Erik

Mapsly IT Team

Learn how to create custom actions and automate business processes using Mapsly

Automation

Use Workflows to execute actions when a new record is created, or an existing one is updated or removed

Workflow

Implement complex business processes by executing sequence of actions in response to various events or by schedule

Mapsly automation suite

Create custom buttons in various parts of the user interface and assign actions that will be executed when they are clicked

Button

Using condition/actions blocks, you may execute different sequences of actions depending on various conditions

Condition/actions blocks

Create a schedule to execute actions on a regular basis

Schedule

Execution log records execution sessions, and for each: actions, results of evaluation of Twig templates & content of Context at every step.

Execution log

Daily automation limits

Learn how to set up custom API endpoints in Mapsly

API endpoints

Basic no-code automation

Use 'Create record' action to create new records in your data source, including related records like check-in records.

'Create 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.

'Update record' action

Find best-matching records based on complex criteria and execute complex scenarios with them, all without writing any code

'Match records' action

'Delete record' action

Use Invoke URL action to make outbound calls to any external APIs - REST, SOAP or entirely custom - and store its response in Context

'Invoke URL' action

Use 'Send SMS' action to send SMS messages to persons' mobile phones with global coverage.

'Send SMS' action

Use 'Open URL' action to open an external webpage in a popup inside Mapsly or in a new tab.

'Open URL' action

Send emails with dynamic list of recipients, cc, bcc and content that may include data from one of multiple records.

'Send email' action

Use 'Show message' action to show a message in the user interface with the result of your actions or to report an error.

'Show message' action

Saves changes to data accumulated during an automation session to Mapsly database and executes data exchange with the data source.

'Commit' action

'Update Route Activity Status' action allows you to modify the status of a Route Activity

'Update route activity status' action

Actions

Use Forms to gather information from users in various scenarios and use it in further actions along with the record data

'Form' action

Learn how to use the Form builder to create forms and add actions to their event handlers

Form builder

Show or hide form fields, change their label, description, current value and picklist items in response to user actions on the form

'Update form' action

Barcode scanner

Forms

Learn how to log check-in/check-out data to HubSpot: directly to Contacts/Deals/Companies, custom objects, meetings and timeline events.

[HubSpot] Options for logging check-in & check-out data in HubSpot

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

[HubSpot] How to save files from Mapsly to HubSpot

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

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

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

[Freshworks] How to save files from Mapsly to Freshworks

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

[Smartsheet] How to save attachments from Mapsly to Smartsheet

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

[Pipedrive] How to save files from Mapsly to Pipedrive

Checking into locations

Learn how to email a route created in Mapsly with a list of its activities

How to email a route

Learn about the automation execution context (space of variables), its structure, user's location, and how it's appended during execution

Automation execution context & sessions

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

Files in Mapsly

Use 'Code' action to pass data between actions through the execution context, execute actions with custom input, and much more.

'Code' action

Learn how to use record data and other data available at runtime, like user location, in your workflows and actions.

Twig templates: add record data to workflows and actions, and extend your automation with code

Learn how to configure and use your own SMTP to send emails from your own email address

How to use your own SMTP

Automate analysis of your field team's text and images using AI

Analyze text and images with AI

Analyze text, images, audio & video with AI using custom prompts tailed to your business

Mapsly AI Overview

Learn how to create custom route activity statuses

Custom Route Activity Statuses

Advanced concepts

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

Function GetFileContent()

Get a field value of a record from another object that is linked via a lookup field

Function Lookup()

Get the data source user ID of the user who triggered the current automation session

Function GetDataSourceUserID()

Sign your parameterized shared map's URL so users cannot change its parameters

Function SignUrl()

Get the first day of the current month or the current year in your Mapsly account's time zone

Functions FirstDayOfCurrentMonth(), FirstDayOfCurrentYear()

Get the current datetime in the UTC time zone

Function Now()

Retrieve a key's value from the current level of the execution context without checking higher levels of the context

Function GetS()

Retrieve a key's value from the specified context, or any other nested object

Function GetC()

Increment and decrement global parameters in a thread-safe way

Functions IncrementGlobalParam(), DecrementGlobalParam()

Retrieve data from a global persistent storage. Use it to pass it between execution sessions.

Function GetGlobalParam()

Store data in a global persistent storage to pass it between execution sessions.

Function SetGlobalParam()

Execute an existing action with a custom input. Use it to call nested actions and create related records.

Function Do()

Use Mapsly system functions in your actions - to address more complex automation scenarios

Functions

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

Function GetFileProperties()

Geocode your address into GPS coordinates, and "cleansed" address (reverse-geocoded from the coordinates)

Function Geocode()

Get the current date in your Mapsly account's time zone.

Function Today()

Use CurrentRoute() to get the traveling distance or time in your 'Match record' action

Function CurrentRoute()

Declare, initialize and update a variable in the automation execution context

Function Set()

Function CurrentDirectDistance()

Use DirectDistance() to get the direct distance between any two locations in your Mapsly org's distance units

Function DirectDistance()

Use Route() to calculate traveling distance and time between any locations based on real-time and historic traffic and custom departure time

Function Route()

Retrieve territories array for any given latitude and longitude coordinates

Function GetTerritories()

Retrieve a key's value from the top level of the execution context without checking lower levels of the context

Function GetAbs()

Function GenerateSignature()

Function GetUserInfo()

Function IsValidEmail()

Generates a temporary direct URL to a file stored in Mapsly

Function GetFileURL()

Execute any custom prompt to process and analyze your data

Function AskAI()

GetUserSchedule()

Update territory metrics and colors dynamically

SetTerritoryMetric() & SetTerritoryColor() Functions

Hide a default or custom snack bar message

Function HideMessage()

Returns an object with user's exception objects

GetUserScheduleExceptions()

Programmatically add, update or remove exceptions for a user

SetUserScheduleExceptions()

SetActivityStatus()

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