What is an Action?
An automation action is a step that performs a task, activity, event, or change. Think of a action as:
When Something happens (the Trigger) and These Conditions are true, then This Event (the Action) occurs.
If you haven't already, we also recommend that you check our our articles on creating an automation and managing automations for more information about setting up new workflows.
What Action Data Can Be Used?
Find Record (Single)
Create Record
Update Record
How to Use the Outputs of a Prior Action
When mapping into any field in an action, we default to "Fields from Trigger". Clicking the < arrow located in the top left will bring you to a full list of available options to choose from. If you have any valid prior actions (mentioned in the list above), you will see them as available lists to pull from.
Note: These available groupings are always in the order they are presented in the left hand configuration menu. So for example if you have multiple create record actions and you need a value from the second action, you can pick the second "Use data from Action: Create a record" in the list.