You’ve likely heard the term “action” in relation to Automations and Integrations and SalesTitan applications, but what does it mean? The first section of this article provides a comprehensive explanation.
This article’s second section will educate you on monitoring and controlling your account’s activities. Continue reading to learn more.
What is an “action”?
Each automation recipe consists of a trigger and an action (or actions). Consider the following: “When a status changes to something, delete the item.”
“When a status changes to something” is the conditional trigger in this circumstance. “Delete the item” is the action. Therefore, one action is executed whenever an item is deleted. If this recipe is triggered three times, three items will be deleted, and three actions will be used.
Every account has a maximum number of actions for both Automations and Integrations. These limitations are more complicated than they initially appear. To learn more about your account’s action limit, consult the “What happens if I exceed my actions?” section of this article or the Pricing Page.
How many actions does one automation use?
In most cases, activating a single automation recipe will result in the execution of a single action.
There are, however, a few formulae that result in multiple actions whenever they are triggered. Listed below are some examples:
1. Create a new item on the board whenever the status changes.
If a recipe converts data into a new item, actions are utilized differently than in other recipes. If the Status, Tag, People, Dropdown columns, or Update Section are mapped whenever an item is mapped, each will register as one action used. In addition, one action will be used for the item’s creation.
Let’s look at the following illustration:
If you decide to use this recipe and map the item as described below:
Every time the automation is activated, three actions will be performed. Due to the mapping of two Status columns and the creation of an item, this is the case.
2. Notify board subscribers whenever the status of an item changes
Any notification recipe can be configured to notify board subscribers or a team rather than an individual.
In this case, an action will be applied to every notification sent. Therefore, if there are six board subscribers, six actions will be executed whenever this automation occurs.
3. Send an email to Text Column when the status changes to something.
The Gmail or Outlook integration can send an email to either a text or an email column. A text column can contain multiple email addresses, whereas an email column can only hold one. These integrations can also send an email to a team or the subscribers of a board. In each of these instances, multiple actions will be performed.
For instance, this formula:
The text column indicates that this recipe requires two actions, as follows:
4. Each period, produce an article.
Any repeated “every time period” recipe is a perpetual recipe. In the case of the recipe below, a daily novel product will be produced. Each time this recipe is executed, and an item is made, a single action is performed.
Similar to example 1, if the Status, Tag, People, Dropdown columns, or Update Section are mapped during the creation of a new item, each will register as one additional action.
5. Personalized recipes with multiple actions.
When constructing a custom recipe, multiple actions will likely be required. Any custom recipe you create, regardless of whether or not it contains Integration blocks, will contribute towards your maximum number of Automation actions. Even if the recipe contains only Integration blocks, any actions triggered by the recipe will contribute towards your Automation action limit.
What happens if I exceed my actions?
Limits Automation and Integration
Every account has an Automation and Integrations action limit. The plan tier determines these limitations. This limit is reset every month. To give you a sense of how it operates:
In accordance with the Standard plan. If an account exceeds its monthly action limit of 250, the number of additional actions used will be deducted from the following month’s action limit. For instance, if 280 Automation actions were utilized in April, 220 Automation actions will be available in May.
This article’s introduction provides a straightforward illustration of action utilization. In general, when you create an Automation, any actions you use will contribute towards your limit of Automations. Any actions used to create an Integration will contribute towards your Integration limit.
However, the actions within a custom recipe that contains both Automation and Integration elements will contribute towards your Automation limit. This is true independently of the blocks included in your composition. This also applies to SalesTitan applications; actions performed in relation to any SalesTitan application will contribute towards your Automation limit.
When exceeding the limit
Suppose you are on course to exceed your action limit. In that case, the administrator will receive a warning email when the number of actions used for the month reaches 100 percent of the total number of actions available.
In this circumstance, we advise upgrading. Consult our article on Automation and Integration Pricing to learn more about which plan is ideal for you.
How can I track and control my actions?
As mentioned previously, the administrator will receive an email when the account’s action limit is approaching.
However, you can always view the number of actions your account utilizes. To do so, navigate to any board > select “Automations” or “Integrations” > click “Account Usage” on the tabs that appear. There, you can view the number of available and utilized actions for the current month.
To view a different month, use the navigation menu in the upper right corner to alter the date range.
Actions and pricing
A key component of our pricing model is an action. Visit our Automation and Integration Pricing article to learn more about the effect of actions on pricing.
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.