™The actions
Email, Slack, a task, the calendar, a notification, a record, a webhook.
| Action | What it does |
|---|---|
| Send email | From your business name, to an address or the person the rule is about, with fields filled in. |
| Draft a reply with Trig | Trig writes a reply in the tone you choose and saves it as a task for a person to read and send. Nothing goes out by itself. |
| Send Slack message | To the channel you chose on Integrations, or one named in the step. |
| Create task | Title, owner, project. |
| Add to calendar | An event or a block, at a date from the rule or an offset from it. |
| Notify me / Notify team | An in-app notification, and a text if the person has texts on. |
| Update project status | Sets a project's status. |
| Create, update or find a record | In Customers, Projects, Tasks or any of your lists. Find puts the record into the rule for later steps. |
| Send webhook | A request to a web address you give, for anything outside Tri-Gig. |
Careful:No action texts a customer. Texts go to your own team, and to booking guests who agreed to them.
Did this answer it? If not, write to support@trigig.com or open Help inside your workspace. A person replies within one business day.