Automation

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

[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

'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

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 yesterday

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

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

'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

'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

'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 yesterday

'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

'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

'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

'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

'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

'Delete record' action

Use 'Delete record' to remove a record.

Written by Sergey Shurygin
Updated this week

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

Regular visit planner

Plan recurring visits to CRM records for individual users or an entire team based on desired frequency, visit duration, and other params

Written by Sergey Shurygin
Updated over a week ago

'Visit planner' action

Learn how to configure a 'Visit planner' action to cover various planning scenarios

Written by Sergey Shurygin
Updated over a week ago

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 statement' action

Use 'Code statement' action to save data into the execution context, execution actions with custom input or other complex activities.

Written by Sergey Shurygin
Updated over a week ago