Automation

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

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23 articles in this collection
Written by Sergey Shurygin
Basic no-code automation

Form builder

Learn how to use the Form builder to create forms and add actions to their event handlers
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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
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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.
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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.
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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
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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
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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
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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
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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.
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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
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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
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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
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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.
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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.
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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.
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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.
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Written by Sergey Shurygin
Updated over a week ago

'Delete record' action

Use 'Delete record' to remove a record.
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Written by Sergey Shurygin
Updated this week

Schedule

Create a schedule to execute actions on a regular basis
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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.
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Written by Sergey Shurygin
Updated over a week ago