Actions

Automate over 1000 common business tasks such as working with spreadsheet, data collection, and email automation.

Assign Task to a Person ›

Use the Assign Task to a Person action to have a Pushbot assign a task to a team member or team group. For more sophisticated task assignment, like assigning tasks round robin or to a random user, see the Generate a random number or assign tasks randomly article. Use case...

Automation Anywhere: Add Work Item to a Queue ›

Use the Automation Anywhere: Add Work Item to a Queue action to pass in a list of column names and values to create a Work Item that will be processed by a Queue. How to configure this action This action requires a preconfigured Automation Anywhere (AA) integration. For more information...

Automation Anywhere: Deploy a Bot to a Device ›

Use the Automation Anywhere: Deploy a Bot to a Device to start a specific bot on a specific device. This action enables on-demand bot deployment, so instead of having a machine tied up 24/7 with a deployed bot, this action can deploy bots only when necessary. Use case If you...

Azure Blob Storage: Download a file ›

Use the Azure Blob Storage: Download a file action to download a blob from an Azure blob storage container. How to configure this action This action requires a preconfigured Azure Blob Storage integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our...

Box: Download file ›

Use the Box: Download file action to download a file from a specific Box folder. Use case Download a file and send it to someone without access Use the information from the file for other tasks Download all files with a specific prefix or suffix How to configure this action...

Box: Upload file ›

Use the Box: Upload file action to upload a file to a specific Box folder. Use case Upload a file to a shared company folder. Automate filing documents by uploading to specific categories, like receipts, invoices, or contracts. Create new folders to automate a complex filesystem. How to configure this...

Browser: Click Element on Web Page ›

Use the Browser: Click Element on Web Page action to simulate clicking a button, link, or other element on a web page within a robotic processing automation session. This action is one in a collection of browser automation actions. How to configure this action To use browser automation, you must...

Browser: Create CSS Selector for Element on Web Page ›

Use the Browser: Create CSS Selector for Element on Web Page action to construct a CSS Selector based on the type, class, ID, name or parent of an element on a web page. This action is one in a collection of browser automation actions. Other browser automation actions use CSS...

Browser: End session ›

Use the Browser: End session action to end a robotic processing automation session. This action is one of a collection of browser automation actions. All browser automation sessions should end with this action, otherwise the session may be invalid or timeout. This action will automatically output a video recording of...

Browser: Enter Text into Element on Web Page ›

Use the Browser: Enter Text into Element on Web Page action to simulate typing characters into a form, textbox, or other element on a web page. This action is one of a collection of browser automation actions. How to configure this action To use browser automation, you must first start an active...

Browser: Enter username and password ›

Use the Browser: Enter username and password action to simulate entering a username and password on a web page in a robotic processing automation session. This action is one of a collection of browser automation actions. How to configure this action This action requires preconfigured Web Site Credentials set up...

Browser: Find element on web page ›

Use the Browser: Find element on web page action to find an element on a webpage and return the visibility and other element attributes in a robotic processing automation session. This action is one of a collection of browser automation actions. Use case This action searches a web page for a CSS...

Browser: Get Cookies from the Active Session ›

Use the Browser: Get Cookies from the Active Session action to save the name, value, path, and domain of all cookies for the session to a data table. This action is one of a collection of browser automation actions. How to configure this action To use browser automation, you must first start...

Browser: Issue Keyboard Command ›

Use the Browser: Issue Keyboard Command action to simulate issuing a keyboard command, such as Enter or Tab, on a web page. This action is one of a collection of browser automation actions. How to configure this action To use browser automation, you must first start an active session with the Browser:...

Browser: Navigate to URL ›

Use the Browser: Navigate to a URL action to direct a browser to a web address during robotic processing automation session. This action is one of a collection of browser automation actions. To use browser automation actions, always start a session with the Browser: Start session action followed by this...

Browser: Save Text from Element on Web Page to Field ›

Use the Browser: Save Text from Element on Web Page to Field action to select text on a web page and save it to a field. This action is one of a collection of browser automation actions. This action uses a CSS Selector to identify the correct element to save to a...

Browser: Select Option from Drop-Down Menu ›

Use the Browser: Select Option from Drop-Down Menu action to simulate the clicking of an option in a drop-down menu on a web page within a robotic processing automation session. This action is one in a collection of browser automation actions. Try this action in browser automation that interacts with...

Browser: Start session ›

Use the Browser: Start session action to initiate a browser robotic processing automation session. This action generates a session ID, which all actions in a browser automation session must reference. This action is one of a collection of browser automation actions and is required to begin a browser automation session....

Browser: Switch frames within a web page ›

Use the Browser: Switch frames within a web page to interact inside iFrames embedded on a web page. This action is one of a collection of browser automation actions. By default, browser actions that interact with elements, like Browser: Find element on web page or Browser: Click element on web page, cannot...

CSV: Add or Remove Columns ›

Use the CSV: Add or remove columns action to insert a new column at the end of an existing data table, or remove an existing column. How to configure this action This action creates a new CSV file for any modifications. The original CSV file will not be changed. Fields...

CSV: Apply formulas to columns ›

Use the CSV: Apply formulas to columns action to apply a formula to one or more columns for each row in a CSV file, and save the results to a new CSV file. Formulas are written in Javascript. To apply formulas to a data table the same way, use the...

CSV: Create spreadsheet for each unique value ›

Use the CSV: Create spreadsheet for each unique value action to filter an Excel XLSX or CSV spreadsheet by each unique value in a column, and create a new spreadsheet with all the rows for each unique value. The original spreadsheet will be unaffected, this action only creates new spreadsheets....

CSV: Summarize rows with formulas ›

Use the CSV: Summarize rows with formulas action to extract summary data, like column totals, averages, or sums from a CSV file into fields. Use the action to save summarized results to existing fields, or create brand new fields right inside the formula—create a new field within the row formula...

CSV: Update file with another file ›

Use the CSV: Update file with another file action to merge two CSV files into a new CSV. The action includes configurations that can limit which rows are added, how data is overwritten. This action functions similarly to a SQL Join query, and can merge two distinct datasets that share...

Cognitive: Identify key phrases ›

Use the Cognitive: Identify key phrases action to automatically identify and extract important phrases from text and save the results to a data table. This action is useful for any team, industry, or use case and can add a level of analysis to work that would be impossible to do...

Companies: Look up company info by domain ›

Use the Companies: Look up company info by domain action to retrieve information about a company using their website domain name. This action returns information like biography, employee count, logo, or linkedIn url, based on the availability of this data. For a full list of results, see the output for...

Contacts: Look Up Contact Info by Email ›

Use the Contacts: Look up Contact Info by Email action to search for and return information about someone using an email address. This action returns information like full name, organization, or demographics, based on the availability of this data. If you’re trying to verify that an email address is legitimate,...

Contacts: Look up contact info by phone ›

Use the Contacts: Look up Contact Info by Phone action to search for and return information about someone using a phone number. This action returns information like full name, organization, or demographics, based on the availability of this data. Use case Collect information about potential clients/customers Search for information with...

Contacts: Look up contact info by twitter handle ›

Use the Contacts: Look up contact info by Twitter handle action to search for and return information about someone using a twitter handle. This action returns information like full name, organization, or demographics, based on the availability of this data. There are up to 36 different contact attributes that may...

Contacts: Validate an Email Address ›

Use the Contacts: Validate an Email Address action to check that an email address is formatted correctly, free of common spelling mistakes, and verified by a mail server. Use case This action is helpful when sending a survey or update to a large list on contacts to avoid getting email...

Coupa: Create Requisition ›

Use the Coupa: Create Requisition action to create a requisition request in Coupa and optionally submit it for approval. Use case Create a request through Coupa How to configure this action This action requires a preconfigured Coupa integration. For more information on integrating Catalytic with other systems, please refer to...

Coupa: Look up a purchase order ›

Use the Coupa: Look up a purchase order action to search for and return information about a purchase order in Coupa. Use case Automatically filter and find information in Coupa How to configure this action This action requires a preconfigured Coupa integration. For more information on integrating Catalytic with other...

Coupa: Look up a user ›

Use the Coupa: Look up a user action to search for and return information about a user in Coupa. Use case Automatically filter and find user information in Coupa Automatically assign tasks to a Coupa user How to configure this action This action requires a preconfigured Coupa integration. For more...

Custom Actions ›

Turn your most used actions or Pushbots into reusable Custom actions. Now you can add your own actions to your Catalytic team, right alongside our existing library of 200+ actions. If you consistently use the same series of actions, like resizing and renaming an image, turn it into a single...

Date-times: Adjust a date & time ›

Use the Date-times: Adjust a date & time action to add or subtract minutes, hours or days to/from a date-time. Use case A common use for this action is generating date-times necessary for enforcing SLAs or deadlines. This action is also used often when setting up reminders or notifications to...

Date-times: Convert a date to a date-time ›

Use the Date-times: Convert a date to a date-time action to convert a date to a date-time. This action can add minutes and hours to a date and format it as a date-time. This action can help you ensure that a field is in the correct format, before using additional...

Date-times: Get Current Date & Time ›

Use the Date-times: Get Current Date & Time action to save the current date and time to a field. To display a date-time in a specific timezone, use the Dates: Format a Date Time action to format the output field from this action. Use case The primary use case for...

Date-times: Get difference between two date-times ›

Use the Date-times: Get difference between two date-times action to get the difference between two date-times. The difference is saved as an integer by subtracting the start date-time from end date-time. Use case Calculate the difference between two date-times Determining the amount of time needed for a task or instance...

Dates: Adjust a Date ›

Use the Dates: Adjust a Date action to add or subtract from a date, and adjust a date value by a desired unit (days, business days) of time. Use case Most Pushbots run over multiple days and sometimes weeks, in these cases, the Dates: Adjust a Date action is the...

Dates: Convert a date-time to a date ›

Use the Dates: Convert a date to a date-time action to convert a date-time to a date. Use case The Dates: Convert a date-time to a date action enables a user to take a date-time and transfer it to a date. For example, if a date-time needs to be converted...

Dates: Format a Date Time ›

Use the Dates: Format a Date Time action to select and order date time components to define the formatting of a new date time field. Use case This ensures that datetime values remain clear and understandable, as different areas of the world have different datetime standards. For example, while using...

Dates: Get Difference Between Two Dates ›

Use the Dates: Get Difference Between Two Dates action to calculate the difference between two dates and saves the result as an integer field. Use case Determine the amount of time taken for a task or instance to be completed. Calculate the number of days until a task is due....

Dates: Get current date ›

Use the Dates: Get current date action to save the current date to a field. Use case The primary use case for this action is to record when a task or action completes. If you want to record the date each time a Tables: Add a row action completes, set...

Dates: Set Value of a Date Field ›

Use the Dates: Set Value of a Date Field action to set the name and value of a new or existing field and set the field type as date. You can quickly create a new date field or format an existing field into date format. This action can help you...

DocuSign: Send an Envelope from a Template ›

Use the DocuSign: Send an Envelope from a Template action to use DocuSign to create an envelope and send the document to up to three individuals for signature. Use case This action is used frequently for HR purposes, especially with regards to intake forms or contract negotiations for new employees....

DocuSign: Upload and Send a Document for Signatures ›

Use the DocuSign: Upload and Send a Document for Signatures action to upload a PDF or Word document to convert to a DocuSign envelope, and request signatures from one or more signers Use case Similar to the DocuSign: Send an Envelope from a Template action, this action is used primarily...

Dropbox: Download file ›

Use the Dropbox: Download file action to download a file from a specific dropbox folder. Use case Download a file and send it to someone without access Use the information from the file for other tasks Download all files with a specific prefix or suffix How to configure this action...

Dropbox: Upload file ›

Use the Dropbox: Upload file action to upload a file into a specific Dropbox folder. Use case Upload a file to a shared company folder. Automate filing documents by uploading to specific categories, like receipts, invoices, or contracts. Create new folders to automate a complex filesystem. How to configure this...

E-signatures: Request document signature ›

Use the E-signatures: Request document signature action to obtain a legally binding e-signature on a PDF, JPG, DOCX, or other file type. HelloSign is the e-signature and security provider for this action. This is a premium action. By default, a premium action is not available in a team as there...

Email: Assign an Email Task ›

Use the Email: Assign an Email Task action to send a manual task to someone not part of your Pushbot team through email. In order for the task to mark as Complete the person who received the email task must reply to the email. Make note of this in the...

Email: Invite a User ›

Use the Email: Invite a User action to invite and add a new user to your Catalytic team from a Pushbot. Use Case Onboarding new hires to your team Providing access to your team for anyone not added during onboarding (ie: contractors, outside counsel, recruiters, etc.) How to configure this...

Email: Send a Form ›

Use the Email: Send a Form action to send a web-form via email to someone not part of your Catalytic team. The form can be used to collect information from the people that it is sent to. Only 1 person can complete each emailed form. Any additional people who open...

Email: Send an Email ›

Use the Email: Send an email action to automatically send an email message. The email can be sent to any email, not just team members. It should be used when you are notifying someone and are not expecting any response or information back. No response is expected for this email...

Excel: Apply filters ›

Use the Excel: Apply Filter action to filter out rows of an Excel XLSX or CSV file using criteria in one or more columns and save the result as a new file Use Case To gather only certain information from an Excel file To gather information that is dependent upon...

Excel: Combine Spreadsheets ›

Use the Excel: Combine Spreadsheets action to add the rows of one XLSX or CSV file directly below the rows of another XLSX or CSV file. Use case This action is used for joining two Excel or CSV files together. The primary use case is combining two datasets into a...

Excel: Create a Spreadsheet from a Data Table ›

Use the Excel: Create a Spreadsheet from a Data Table action to generate an XLSX or CSV file from a Catalytic data table. Use case This action is useful when information within a data table needs to be shared externally, commonly as an email attachment. How to configure this action...

Excel: Create spreadsheet or CSV file ›

Use the Excel: Create spreadsheets or CSV file action to generate an XLSX or CSV file that can include field data. This action can take an initial file and create a new file with new information added in for each instance. Use Case To create a new file with data...

Excel: Extract Cell Data ›

Use the Excel: Extract Cell data action to save data from a cell or range in an Excel XLSX or CSV spreadsheet to a field Use Case Pull updated data (like financial information) from an Excel spreadsheet into a process How to configure this action This action extracts data from...

Excel: Insert a data table into an Excel template ›

Use the Excel: Insert a data table into an Excel template action to fill multiple cells in an Excel template with data from a table. Since this action adds the entire data table, use actions like Tables: Apply Filters and Tables: Create table for each unique value first to generate...

Excel: Look up Data in Columns ›

Use the Excel: Look up Data in Columns action to search a column in an Excel XLSX or CSV file for matching data and return data from other columns in the same row. This action makes it easy to find data in a table by row, like looking up the...

Excel: Remove duplicates in a column ›

Use the Excel: Remove duplicates in a column action to identify all the unique values in an Excel column, delete all rows containing duplicate values, and save the remaining data as a new spreadsheet. How to configure this action This action will create a new file in which the rows...

Excel: Save Spreadsheet to Table ›

Use the Excel: Save Spreadsheet to Table action to convert an Excel XLSX or CSV file to a Catalytic data table. You can also use this action to overwrite or append spreadsheet data to an existing Catalytic data table. Use Case A common application for this action is to set...

Excel: Start Process for Each Row ›

Use the Excel: Start Process for Each Row action to batch start multiple instances, one for each row in an Excel XLSX or CSV file. This action is similar to the Tables: Start Pushbot for Each Row action. Use Case The Excel: Start Process for Each Row action starts an...

Extract text using Browser Automation ›

Browser automation may seem like some complicated, engineer-only capability—with Catalytic, you can use Browser Automation actions for simple way to do this complicated task. Introduction Most browser automation today is done through RPA companies, where technical tools are used for browser automation, from simple to complex. If you’re getting started...

Field: Create fields from JSON ›

Use the Field: Create fields from JSON action to map JSON data to fields and data tables. This action is commonly used to handle the output from systems that work in JSON, or other Catalytic JSON actions, such as Web API actions or XML: Convert XML to JSON. Use case...

Field: Field Formulas ›

Use the Field: Field Formulas action to work with Javascript in your Catalytic data tables. Use this action similarly to how you would use formulas in Excel. There are many useful and simple formulas, and also many complex formulas. Field formulas are commonly used for math calculations, but for basic...

Field: Make a Prediction ›

Use the Field: Make a Prediction action to automatically predict or recommend a value based on historical data and determine confidence in the prediction using a Predictive Model. How to configure this action Before configuring this action, first you need to create a predictive model based on a Data Table...

Field: Set Value of a Decimal Field ›

Use the Field: Set Value of a Decimal Field action to set the name and value of a new or existing field and set the field type to decimal. This action can help you ensure that a field is in the correct format, before using additional actions that require that...

Field: Set Value of a Text Field ›

Use the Field: Set Value of a Text Field action to set the name and value of a new or existing field and set the field type to text. This action can help you ensure that a field is in the correct format, before using additional actions that require that...

Field: Set Value of an Integer Field ›

Use the Field: Set Value of a Integer Field action to set the name and value of a new or existing field and set the field type to integer. This action can help you ensure that a field is in the correct format, before using additional actions that require that...

Field: Set the value of a multiple choice field ›

Use the Field: Set the value of a multiple choice field action to update the value of an existing choice or choose multiple field. With this action, you can dynamically set field values based on the input in previous tasks. This action is similar to other Field: Set the value...

File: Get file information ›

Use the File: Get file information action to retrieve the size, extension, type, and name of a file. Use case This action is essential in any file automation. Use it to route files, handle unexpected file sizes, or set up conditions based on file types. To set up a Pushbot...

File: Rename a file ›

Use the File: Rename a file action to update the name or extension of an existing file without changing the file type. When using this action, know that changing a file’s extension does not change the file type. For example, a word document renamed from contract.docx to contract.txt is still...

Files: Convert file to text ›

Use the Files: Convert file to text action to save the text of a flat text file to a field. This action can also convert a text file into base64 or hex. This action will only work with TXT files. For PDF files, you can use the corresponding PDF: Extract...

GitHub: Comment on an issue ›

Use the GitHub: Comment on an issue action to comment on a GitHub issue or pull request. Use case Participating in issue discussions Updating an issue Automate comments in GitHub as part of a product management or engineering process. How to configure this action This action requires a preconfigured GitHub...

GitHub: Create an issue ›

Use the GitHub: Create an issue action to add a new issue to a GitHub repository. How to configure this action This action requires a preconfigured GitHub integration and an account with GitHub. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our...

GitHub: Look up an issue ›

Use the GitHub: Look up an issue action to gather information about a GitHub issue by the issue number. Use case Collecting and delivering issue information Sharing information with people without a GitHub account Creating a data table of issue information How to configure this action This action requires a...

Google Drive: Download a file ›

Use the Google Drive: Download a file action to download a file from a specific Google Drive folder. This action can download files from personal and team drive folders and will convert downloaded files to standard file types, such as .docx or .xlsx. How to configure this action This action...

Google Drive: List all files in a folder ›

Use the Google Drive: List all files in a folder action to create a list of all the files, file Urls, and file types from a folder. This action creates a data table that lists all the files and list files from personal and team drive folders. How to configure...

Google Drive: Upload a file ›

Use the Google Drive: Upload a file action to save a file to a Google Drive folder. This action can upload files to personal and team drive folders. How to configure this action This action requires a preconfigured Google Drive integration. For more information on integrating Catalytic with other systems,...

Google Sheets: Append a row ›

Use the Google Sheets: Append a row action to add a row of data to a pre-existing Google Sheet. The data appended to the Google Sheet can come from a previous task in an instance. This helps remove the need to copy or type in data into your Sheet. Use...

Images: Optical Character Recognition (OCR) ›

Use the Images: Optical Character Recognition (OCR) action to extract text from an image. The OCR action supports typed or printed text, handwriting, and double-byte characters like Japanese, Chinese, and Korean. If you use this action to scan handwritten documents, OCR accuracy can vary dramatically based on the penmanship or...

Images: Resize an Image ›

Use the Images: Resize an Image action to adjust the pixel width or height of JPG, JPEG, PNG or WEBP image file. This action accepts images up to 15,000 Pixels and 15MB. Use case Resize any image uploaded to Catalytic before using it in other tasks. Use this action to...

Invoice: Extract fields ›

Use the Invoice: Extract fields to automatically extract standard fields from an invoice PDF or image file and assign a user to manually confirm the field values. All validated fields become Catalytic fields. This is a premium action. By default, a premium action is not available in a team as...

JIRA: Create issue ›

Use the JIRA: Create issue action to add an issue or user story to JIRA. Use case Set up unique triggers to create new JIRA issues, like using inbound emails or webforms. Report bugs or create tickets in JIRA as part of a Pushbot. Create issues as part of a...

List: Filter items and save to a new list ›

Use the List: Filter items and save to a new list action to filter the values in a JSON array and save the values to a new array. This action is typically part of a process that involves Web API actions or JSON fields. A common application for this action...

List: Get first item ›

Use the List: Get first item action to return the first item in a JSON array and save it to a new field. This action is typically part of a process that involves Web API actions or JSON fields. A common application for this action is to follow up after...

List: Sort items and save to a new list ›

Use the List: Sort items and save to a new list action to sort the values in a JSON array and save the values to a new array. This action is typically part of a process that involves Web API actions or JSON fields. A common application for this action...

Locations: Parse International Address ›

Use the Locations: Parse International Address action to verify an international address and save each portion into a standardized format. This is a premium action. By default, a premium action is not available in a team as there is an additional fee associated with it. Please contact help@catalytic.com to begin...

Locations: Parse US Street Address ›

Use the Locations: Parse US Street Address to save each portion of an address into fields such as street, city, state and zip code. Use case Save addresses to specific fields without manually copying and pasting How to configure this action Fields for this action Street address Enter a single...

NetSuite: Add customer ›

Use the NetSuite: Add customer action to create a new customer record in NetSuite Use case Add a new customer to a NetSuite account Automatically assign tasks based on the new customer How to configure this action This action requires a preconfigured NetSuite integration. For more information on integrating Catalytic...

NetSuite: Add return authorization ›

Use the NetSuite: Add return authorization action to create a new return authorization record in NetSuite Use case Add a return authorization to a NetSuite account Automatically assign tasks based on the new customer How to configure this action This action requires a preconfigured NetSuite integration. For more information on...

NetSuite: Lookup customer by name ›

Use the NetSuite: Lookup customer by name action to look up a customer record in NetSuite Use case Finds a customer to a NetSuite account Automatically assign tasks based on the new customer How to configure this action This action requires a preconfigured NetSuite integration. For more information on integrating...

NetSuite: Lookup entity by ID ›

Use the NetSuite: Lookup entity by ID action to search entity records in NetSuite for a specific ID number Use case Find a customer to a NetSuite account Automatically assign tasks based on the new customer How to configure this action This action requires a preconfigured NetSuite integration. For more...

Numbers: Perform basic math ›

Use the Numbers: Perform basic math action to add, subtract, multiply, or divide fields. This action is powerful when used between actions that handle integer or decimal fields, for example: Calculate the latest average when a new row is added to a table. Perform math outside of a table, such...

Okta: Create a user ›

Use the Okta: Create a user action to create a new user in your Okta organization. How to configure this action This action requires a preconfigured Okta integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help center. Fields for this...

Okta: Delete a user ›

Use the Okta: Delete a user action to delete a user from your Okta organization. You can delete a user by their ID, Email, Login, or Login shortname. How to configure this action This action requires a preconfigured Okta integration. For more information on integrating Catalytic with other systems, please...

Outlook: Create Meeting ›

Use the Outlook: Create Meeting action to schedule a meeting event. Outlook actions require an Azure Office 365 account. The action works for email addresses that are members of the same Office 365 Active Directory account as the integration. If you need to find a time for the meeting, you...

Outlook: Find available meeting times ›

Use the Outlook: Find available meeting times action to automatically compare the calendars of multiple Outlook users to find the best time for everyone to meet. Outlook actions require an Azure Office 365 account. The action works for email addresses that are members of the same Office 365 Active Directory...

Outlook: Move email to a folder ›

Use the Outlook: Move email to a folder action to move an email to a different folder within Outlook. Outlook actions require an Azure Office 365 account. Use Case Route emails to team folders based on keyword variations in the email subject or body. For example, keywords like “warranty” or...

PDF: Create PDF document ›

Use the PDF: Create PDF document action to generate a PDF file. You can generate a PDF from a few different types of files: DOCX, RTF, & TXT. Use case Use the create a word document action to dynamically create a word document then convert that to PDF using this...

PDF: Extract text to a Field ›

Use the PDF: Extract text to a field action to extract text from a PDF file and save the text to a field. For the same functionality with Word documents, first convert a .docx file to a PDF with the PDF: Create PDF Document action and then apply this action....

PowerPoint: Populate a template ›

Use the Powerpoint: Populate a template action to dynamically update a Powerpoint template to create customized Powerpoint presentations. This action can take a predefined template and create a presentation with new information each instance. Use case If the original Powerpoint file has {{company-name}} in it and a previous step (for...

PowerPoint: Reorder Slides ›

Use the PowerPoint: Reorder slides action to create a new presentation from a presentation template by reordering and removing slides. Use case Customize a presentation for a customer meeting by removing slides that aren’t relevant to that customer. Reorder slides in a presentation to put the most important and relevant...

Pushbot: Add a task ›

Use the Pushbot: Add a task action to automatically assign a new task to someone while an instance is running. You can assign a new task to a group or team member and the action sends a notification to the task owner. How to configure this action Fields for this...

Pushbot: Create a User ›

Use the Pushbot: Create a User action to add a new user to a Catalytic team without sending an invite. Use case This action is helpful to automatically add a user to a team. For example, an employee on-boarding process can add the user without an invite, with preconfigured settings...

Pushbot: Create a milestone for your Pushbot ›

Use the Pushbot: Create a milestone for your Pushbot action to keep track of the progress of your Pushbot with custom milestones. Milestones are the colored indicators at the top of each instance. An instance will change status based on what’s happening in the process. With this action, you can...

Pushbot: Create a scheduled trigger ›

Use the Pushbot: Create a scheduled trigger action to create a new trigger for a Pushbot and configure the time of the first run and a repeat cadence. With the Pushbot series of actions, you can automate updating and managing a Pushbot with a Pushbot. How to configure this action...

Pushbot: Deactivate a User ›

Use the Pushbot: Deactivate a User action to update the status of a user to inactive. Use case The Pushbot: Deactivate a user action can be used as part of an off-boarding process to deactivate users that no longer work at the company. How to configure this action The action...

Pushbot: Duplicate a Process ›

Use the Pushbot: Duplicate a Process action to create a copy of a Pushbot within your team Use case When the same set of steps need to be followed for another process, but specific changes need to be made on certain parameters Backing up a process before making major changes...

Pushbot: End this Pushbot ›

Use the Pushbot: End this Pushbot action to immediately end an instance of a Pushbot and skip all remaining tasks. Use case This action ends the current instance of the Pushbot and prevents any upcoming tasks from running. This action should be used when there is a clear condition that...

Pushbot: Reassign a task ›

Use the Pushbot: Reassign a task action to update the owner of a running or snoozed task on this instance to a different user or group Use case If a task hasn’t been completed by someone in 5 days, assign it to their manager If a task hasn’t been completed...

Pushbot: Rename this Pushbot ›

Use the Pushbot: Rename this Pushbot action to rename a Pushbot instance as its running. This is useful for including field values in the name to provide context for each instance of the Pushbot, like adding a new hire’s name to their onboarding instance. Use case If a Pushbot instance...

Pushbot: Reopen Task and Reset Dependent Tasks ›

Use the Pushbot: Reopen Task and Reset Dependent Tasks action to enable looping back to an earlier state of the Pushbot instance. This reopens an earlier task and sets all the dependent tasks back to a waiting status. Use case You can use this action if you need to redo...

Pushbot: Start another Pushbot ›

Use the Pushbot: Start another Pushbot action to start an instance of another Pushbot from within a current process. The newly started Pushbot is called a Helper Pushbot or subprocess and is a helpful way to call in help from other ready-to-go Pushbots. This action cannot be used to start...

Pushbot: Update Owner ›

Use the Pushbot: Update Owner action to update the owner of an active Pushbot instance. Use Case The Pushbot: Update Owner action changes the owner of the current instance of the Pushbot. For example, a Pushbot that is assigned to different departments may start with one owner, but change to...

Pushbot: Update a User ›

Use the Pushbot: Update a User action to edit basic information about a user on a team, or change the notification preferences for the user. Use case Frequently, the Pushbot: Update a user action is used to modify either the full name or email of the user. In addition, the...

Pushbot: Update a completed run to test mode ›

Use the Pushbot: Update a completed run to test mode action to modify a completed run that was incorrectly run in production mode to test mode. This removes the run from the process table and adds TEST to the run name. This action is only available to admins. Edit permissions...

Pushbot: Update a process template ›

Use the Pushbot: Update a process template field action to update the owner, process name, and permissions for a process template. Process templates can also be referred to as Pushbots. With the Pushbot series of actions, you can automate updating and managing a Pushbot with a Pushbot. How to configure...

Pushbot: Update a process template field ›

Use the Pushbot: Update a process template field action to update the display name, description, example, default value, and permissions for a process template field. Process template fields are also referred to as Pushbot level fields. With the Pushbot series of actions, you can automate updating and managing a Pushbot...

Pushbot: Wait until batch processes complete ›

Use the Pushbot: Wait until batch processes complete action to delay the completion of this action until a set of batch processes have completed first. This action can be used in a Pushbot to suspend automation until a batch process completes. Use case This action is mostly used to verify...

SFTP: Download a file ›

Use the SFTP: Download a file action to download secure files from an FTP folder. Use case Saving a file to an SFTP folder is a common method for creating an automated integration between Catalytic and another application. For example, export a CSV from an application and save it to...

SFTP: Upload a file ›

Use the SFTP: Upload a file action save a file to a secure FTP folder. Use case Saving a file to an SFTP folder is a common method for creating an automated integration between Catalytic and another application. For example, Catalytic can create and save an XML or JSON file...

SMS Text: Send a form via text ›

Use the SMS Text: Send a form via text action to send a web form to someone via an SMS text. This is a premium action. By default, a premium action is not available in a team as there is an additional fee associated with it. Please contact help@catalytic.com to...

SMS Text: Send a task via text ›

Use the SMS Text: Send a task via text action to notify and send someone a Catalytic task via an SMS text. This is a premium action. By default, a premium action is not available in a team as there is an additional fee associated with it. Please contact help@catalytic.com...

SMS Text: Send a text message ›

Use the SMS Text: Send a text message action to send a text message to someone via an SMS text. This is a premium action. By default, a premium action is not available in a team as there is an additional fee associated with it. Please contact help@catalytic.com to begin...

Salesforce: Create a case ›

Use the Salesforce: Create a case action to add a new case record in Salesforce. Use case Automatically QA each case that is entered to verify that all the right information has been documented. Automatically create tasks or send emails based on new case information. How to configure this action...

Salesforce: Create a contact ›

Use the Salesforce: Create a contact action to add a new contact record in Salesforce. Use case Automate intake of new contacts within an account Assign contacts to the correct account or sales rep based on contact information Automatically create tasks or send emails based on new contact information How...

Salesforce: Create a custom object ›

Use the Salesforce: Create a custom object action to add a new custom object record in Salesforce. Use case Send emails with information about a new custom object Start a new instance for the custom object How to configure this action This action requires a preconfigured Salesforce integration. For more...

Salesforce: Create a lead ›

Use the Salesforce: Create a lead action to add a new lead record in Salesforce. Use case Checking the new lead against accounts already stored in Salesforce Looking up the new account using a contact or company lookup action Automatically create tasks or send emails to follow up with the...

Salesforce: Create an account ›

Use the Salesforce: Create an account action to add a new account record in Salesforce. Use case Automate recording new accounts as part of a sales qualification process Improve data accuracy and integrity with automated account creation and management How to configure this action This action requires a preconfigured Salesforce...

Salesforce: Create an opportunity ›

Use the Salesforce: Create an opportunity action to add a new opportunity record in Salesforce. Use case Checking the new opportunity against accounts already stored in Salesforce Automatically create tasks or send emails based on new opportunity information How to configure this action This action requires a preconfigured Salesforce integration....

Salesforce: Look up an account ›

Use the Salesforce: Look up an account action to search for an account within Salesforce that matches the entered criteria. Use case Check the account against other accounts stored in Salesforce Contact users within Salesforce accounts Pull up account information to reference in later automation Send an email populated with...

Salesforce: Lookup a custom object ›

Use the Salesforce: Lookup a custom object to search for custom objects within Salesforce that match the entered criteria. Use case Look up a record for any custom Salesforce objects Look up any standard object that doesn’t have a dedicated action, like Assets, Notes, Tasks, etc. How to configure this...

Salesforce: Lookup user ›

Use the Salesforce: Lookup user action to search for users within Salesforce that match the entered criteria. Use case Contact users within Salesforce accounts Pull up user information to reference in later automation Assign tasks within Catalytic using their email Add new team members to Catalytic Confirm information accuracy by...

Salesforce: Update a case ›

Use the Salesforce: Update a case action to update a case record in Salesforce. Use case Automatically QA each updated case to verify that all the right information has been documented. Automatically create tasks or send emails based on new case information. How to configure this action This action requires...

Salesforce: Update a custom object ›

Use the Salesforce: Update a custom object action to update a custom object record in Salesforce Use case Update Salesforce information as part of an automated process. Send emails with updates about the custom object. Start a new instance for the updated custom object. How to configure this action This...

Salesforce: Update a lead ›

Use the Salesforce: Update a lead action to update a lead record in Salesforce. Use case Update lead information as part of a sales qualification process. Increase data accuracy and integrity with automated lead updates. Automatically create tasks or send emails to follow up with an updated lead. How to...

Salesforce: Update an account ›

Use the Salesforce: Update an account action to update one or more fields on an account in Salesforce Use case Update account information as part of a sales qualification process Improve data accuracy and integrity with automated account updates How to configure this action This action requires a preconfigured Salesforce...

Salesforce: Update an opportunity ›

Use the Salesforce: Update an opportunity action to update an opportunity record in Salesforce. Use case Check the opportunity against accounts stored in Salesforce Automatically create tasks or send emails based on new contact information How to configure this action This action requires a preconfigured Salesforce integration. For more information...

Sentiment: Calculate score ›

Use the Sentiment: Calculate score action to automatically detect positive or negative language or feelings present within an email, document or block of text. Use Cases Analyze inquiries from customers, use this action to flag negative sentiment to prioritize responses and route the inquiry to the most appropriate representative Analyze...

SharePoint: Download a file ›

Use the SharePoint: Download a file action download files within SharePoint folders. This works like the Box: Download file and Dropbox: Download file actions. Use case Download an Excel file, then use Excel actions to extract/look up/filter data unique to your instance. How to configure this action This action requires...

SharePoint: Upload files ›

Use the SharePoint: Upload files action to upload files within SharePoint folders. This works like the Box: Upload file and Dropbox: Upload file actions. Use case Upload a finalized contract to SharePoint as part of a PDF esignature process. How to configure this action This action requires a preconfigured SharePoint...

Slack: Post a message ›

Use the Slack: Post a message action to send a message to a Slack channel or user from a Pushbot. Here's an example of a message sent by Catalytic using this action. To post to a private Slack channel, invite the Catalytic app to the channel first. If the app...

Slack: Post a multiple choice question ›

Use the Slack: Post a multiple choice question action to send a question to a Slack channel or user with choices presented as buttons. Here's an example of a multiple choice question sent by Catalytic using this action. The multiple choice question can only be answered once and the output...

Stripe: Create charge with an existing customer ID ›

Use the Stripe: Create charge with an existing customer ID action to charge a card using either a token or Stripe Customer ID. This action can only create a charge for customers already added to the Stripe vault, with a payment method stored. Use case Create a charge to a...

Stripe: Create customer ›

Use the Stripe: Create customer action to create a customer record in Stripe. With a customer record, you can perform recurring charges and track multiple charges that are associated with the same customer. At this time, a payment method cannot be included when creating a customer. Use case Use the...

Tables: Add a Column ›

Use the Tables: Add a Column action to insert a new column at the end of an existing data table. Use case Using the Tables: Add a Column action can update an existing table by adding new information in a new column. For instance, if a status field is needed...

Tables: Add a Row ›

Use the Tables: Add a Row action to add a row of data to a Catalytic data table. Use case This action is commonly used to add data from each Pushbot instance back into a Pushbot’s master data table. For example, this action could add a new row to an...

Tables: Apply Filters ›

Use the Tables: Apply Filters action to temporarily view specific rows in a table, while filtering out other rows. You can do this by using operators and criteria so only certain data is displayed. The result of the Tables: Apply Filters action is a query of the data table, filtered,...

Tables: Apply formulas to columns ›

Use the Tables: Apply formulas to columns action to apply a field formula to set the value of one or more columns for every row in a data table. This action always creates a new data table with the results to avoid unexpected overwriting. To apply formulas to a CSV...

Tables: Average Data in a Column ›

Use the Tables: Average Data in a Column action to save the mean of the numbers in a data table column to a field. Use case A typical situation to use the Tables: Average Data in a Column action will be to quickly summarize the data in a column by...

Tables: Compare Two Tables ›

Use the Tables: Compare Two Tables action to match column values to find similarities and differences between rows in two data tables. Use case Frequently, the Tables: Compare two tables action is helpful to check if a master table has the latest information from a new table. For instance, a...

Tables: Convert data table to markdown text ›

Use the Tables: Convert data table to markdown text action to create a markdown formatted table from a data table. 💡Tip: If you want to convert a table into text, you can also use the powerful Tables: Convert data table to text action. Use case Use this action to create...

Tables: Convert data table to text ›

Use the Tables: Convert data table to text action to combine column data with text and fields for each row in a data table. Convert each row of a table into a custom format, like an address block or URL. 💡Tip: If you want to add a table into the...

Tables: Convert text to a data table ›

Use the Tables: Convert text to a data table to break up text into a data table by tab, line, paragraph, or a custom delimiter. This action is great for converting highly structured text in unique file types we may not support yet. How to configure this action This action...

Tables: Copy a table to another table ›

Use the Tables: Copy a table to another table action to copy a data table and append it to another table or replace the rows in another table. Use case You can use this action to transfer data table information to a new table. A common use for this action...

Tables: Count Rows in a Table ›

Use the Tables: Count Rows in a Table to save the number of rows in a data table to a field. Use case Often the Tables: Count Rows in a Table action will be used to understand the scope of the data for creating an output (e.g., exporting the table...

Tables: Create a copy of a data table ›

Use the Tables: Create a copy of a data table action to duplicate a data table, copying over all or a specified number of rows to the new table. Use case You can use this action to transfer data table information to a new table. A common use for this...

Tables: Create an Empty Table ›

Use the Tables: Create an Empty Table action to define the columns and the column field types for a new, instance-only data table. Use case The Tables: Create an empty table action can construct an empty table for the current instance. If a temporary table is needed to process information...

Tables: Create table for each unique value ›

Use the Table: Create table for each unique value action to filter a data table by each unique value in a column, and create a new data table with all rows for each unique value. Use case This action can quickly split up a data table based on unique values....

Tables: Find similar text ›

Use the Tables: Find similar text action to search a table for a word or phrase, and return rows that include similar values. This action uses fuzzy matching, which finds and ranks matches even if there is incorrect spelling, spelling variations, or slight differences. Use case Use this action to...

Tables: Get unique rows ›

Use the Tables: Get unique rows action to Identify all the unique values in one column of a data table, delete rows containing duplicate values, and save the result as a new data table Use case A common scenario involves following this action up with a Tables: Start Pushbot for...

Tables: Look up data in a column ›

Use the Tables: Look up data in a column action to search a column in a Catalytic data table for matching data and return data from other columns in the same row. This action makes it easy to find data in a table by row, like looking up the price...

Tables: Maximum Data in a Column ›

Use the Tables: Maximum Data in a Column action to save the maximum value of a data table column to a field. Use case The Tables: Maximum Data in a Column action can find the largest value. There are many uses cases for this action, including finding the most valuable...

Tables: Minimum Data in a Column ›

Use the Tables: Minimum Data in a Column to save the minimum value of a data table column to a field. Use case The Tables: Minimum Data in a Column action can find the largest value. There are many uses cases for this action, including finding the lowest performing operation...

Tables: Remove a Column ›

Use the Tables: Remove a Column action to delete a column from an existing data table. Use case If a table contains extra information that is no longer needed or collected, the Tables: Remove a Column action can clean up the data table by removing an unneeded column. For example,...

Tables: Remove a Row ›

Use the Tables: Remove a Row action to remove a row of data from a data table by searching columns for matching data. Use case Frequent use cases for the Tables: Remove a Row action involve finishing a task, such as paying an invoice, and removing a corresponding row. The...

Tables: Rename a column ›

Use the Tables: Rename a column action to update the display name of a column in a data table. Use case This action can be used on a commonly used data table to change column names in different situations. For example, update the column names to meet the standards required...

Tables: Sort rows ›

Use the Tables: Sort rows action to order the rows in a data table by values in a column. This action can sort various column types, like integer, decimal, text, date, and more. Use case This action is the easiest way to sort a data table by column values. Sort...

Tables: Start Pushbot for Each Row ›

Use the Tables: Start Pushbot for Each Row action to to start multiple instances of a Pushbot, one for each row of a data table Use Case The Tables: Start Pushbot for Each Row action starts an instance of a Pushbot for each row of a specified data table. The...

Tables: Sum Data in a Column ›

Use the Tables: Sum Data in a Column action to save the sum of the numbers in a data table column to a field. Use case Using the Tables: Sum Data in a Column action can quickly generate a total of all numbers in a column. For example, an invoicing...

Tables: Update a Row ›

Use the Tables: Update a Row action to identify rows in a data table based on column values and update data in matching rows. Use case This action acts like a “find & replace”: search a data table for rows that meet certain criteria, then update things in those matched...

Text: Create text file ›

Use the Text: Create text file action to output a text field into a flat text file and designate the file extension. The action can create any flat text file with any file extension, like .XML, .MARKDOWN, or .CSV. Use case This action opens up many opportunities to integrate with...

Text: Find Emails ›

Use the Text: Find Emails action to find all email references in the text field and save them to a data table. Use case If emails need to be pulled from text they are in, the Text: Find emails action can help. For example, a purchasing order that is scanned...

Text: Find Phone Numbers ›

Use the Text: Find Phone Numbers action to find all phone numbers in a text field and save them to a data table. Use case Frequently the Text: Find phone numbers action is used to identify phone numbers from text that has other information mixed in. For example, an email...

Text: Find and replace ›

Use the Text: Find and replace action to search for instances of text and replace all instances with new text. Use case Change the company name on a contract in all places Update an invoice order based on a supplier request Strip line breaks, spaces, or special characters out of...

Text: Find dates and date-times ›

Use the Text: Find dates and date-times action to find date and time references in text and save the results to a data table. This action can search any text and extract all references to dates or times, including structured dates and times like 9:30:00 PM or 11/23/2020, and unstructured...

Text: Find keyword matches ›

Use the Text: Find keyword matches to search a block of text for a keyword and save it to a new field. The action outputs the matched keyword, and a true or false field depending on if the field was found. How to configure this action This action is useful...

Text: Find numbers ›

Use the Text: Find numbers action to find numbers in a text field and save them to a data table. Use Case The Text: Find numbers action can find and isolate numbers from a text field, which can then be used later in a Pushbot. This can automate the need...

Text: Find text next to other text ›

Use the Text: Find text next to other text action to find a string within a text block based on its position or relationship to other text. Use case Use this action in combination with other text actions to manipulate text with Pushbot. This action can be part of a...

Text: Find words that contain text ›

Use the Text: Find words that contain text action to search a block of text for words that start with, end with, contain, or do not contain a supplied search value. All search results are stored in a data table that includes the match and the match’s position. This action...

Text: Find words that match a pattern ›

Use the Text: Find words that match a pattern action to search a block of text for a custom pattern and return all matches into a data table. Use case Parse through blocks of text to find a company ID or SSN. Configure this action with a POS system spreadsheet...

Text: Format Capitalization ›

Use the Text: Format Capitalization action to standardize the capitalization of a string to all uppercase, lowercase, capital case or sentence case. Use case The Text: Format Capitalization action is used to clean up the capitalization of a text field. For example, if a latter action uses the text from...

Text: Identify language ›

Use the Text: Identify language action to detect the language of text. How to configure this action This action can interpret any text and determine the language. If the text has multiple languages this action will identify the intended language of the text, which is generally the language with the...

Text: Remove Blank Spaces ›

Use the Text: Remove Blank Spaces action to remove empty spaces or lines from the start, end or from inside of a string. This action can help you ensure that a field is in the correct format, before using additional actions that require that format Use case If you have...

UiPath: Add a Queue Item to a Queue ›

Use the UiPath: Add a Queue Item to a Queue action to add items to a UiPath Queue from a Catalytic process. Build a bot with UiPath Studio, publish it to Orchestrator, then add queue items to it through Catalytic. There are 2 steps in UiPath to set up before...

UiPath: Start a job ›

Use the UiPath: Start a job action to loop in and run a UiPath bot from a Catalytic process. Build a bot with UiPath Studio, publish it to Orchestrator, then start the job through Catalytic. There are 2 steps in UiPath to set up before using this action: A UiPath...

Web API: Send DELETE Request ›

Use the Web API: Send DELETE request action to send a DELETE request to a URL. This action can automatically convert API responses into Catalytic fields, and supports downloading files. For an overview of working and getting start with Catalytic Web API actions, you can review our General API Information...

Web API: Send GET Request ›

Use the Web API: Send GET request action to send a GET request to a URL. This action can automatically convert API responses into Catalytic fields and supports downloading files. For an overview of working and getting start with Catalytic Web API actions, you can review our General API Information...

Web API: Send PATCH request ›

Use the Web API: Send PATCH request action to send a PATCH request to a URL. This action can automatically convert API responses into Catalytic fields, and supports downloading files. For an overview of working and getting start with Catalytic Web API actions, you can review our General API Information...

Web API: Send POST Request ›

Use the Web API: Send POST request action to send a POST request to a URL. This action can automatically convert API responses into Catalytic fields, and supports downloading files. For an overview of working and getting start with Catalytic Web API actions, you can review our General API Information...

Web API: Send PUT Request ›

Use the Web API: Send PUT request action to send a PUT request to a URL. This action can automatically convert API responses into Catalytic fields and supports downloading files. For an overview of working and getting start with Catalytic Web API actions, you can review our General API Information...

Web: Download a File ›

Use the Web: Download a File action to download a file from a public URL and save the file to a field. How to configure this action This action uses a URL to download any public file, even files with no extension. Typically, to help find the right URL, look...

Web: Web Traffic History ›

Use the Web: Web Traffic History action to get information about a specific website, including the traffic rank, reach per million, and unique page views. This action works best for the large sites and is not an exact measurement. Use case If data is needed on a specific site, the...

Word: Create a Word Document ›

Use the Word: Create a Word Document action to dynamically create a customized Word document. This action can take a predefined template and create a document with new information each instance. Use case If a template Word file has {{first-name}} entered in it and a previous step in a Pushbot...

Workday: Lookup company ›

Use the Workday: Lookup company action to look up up a company record in Workday Use case Automatically update systems based on company lookup information Use lookup company output in later automation for customized invoices or purchase orders. How to configure this action This action requires a preconfigured Workday integration....

Workday: Lookup purchase order ›

Use the Workday: Lookup purchase order action to look up a purchase order record in Workday Use case Finds purchase order information from a Workday account or invoice Automatically assign tasks based on the purchase order Automatically update systems based on purchase order information How to configure this action This...

Workday: Lookup supplier ›

Use the Workday: Lookup supplier action to look up a supplier record in Workday. Use case Automatically update systems based on supplier lookup information Use supplier lookup output in later automation for customized invoices or purchase orders. How to configure this action This action requires a preconfigured Workday integration. For...

Workday: Lookup supplier invoices ›

Use the Workday: Lookup supplier invoices action to look up a supplier invoice record in Workday. Use case Finds supplier invoices within a Workday account Automatically assign tasks based on the new customer How to configure this action This action requires a preconfigured Workday integration. For more information on integrating...

Wrike: Create a task ›

Use the Wrike: Create a task action to add a new task to a folder in Wrike. How to configure this action This action requires a preconfigured Wrike integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation. This action...

Wrike: Get tasks ›

Use the Wrike: Get tasks action to search all tasks in a Wrike account or folder, and output results in a data table. How to configure this action This action requires a preconfigured Wrike integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section...

Wrike: Update a task ›

Use the Wrike: Update a task action to update an existing task in Wrike. How to configure this action This action requires a preconfigured Wrike integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation. This action uses ID values...

XML: Convert XML to JSON ›

Use the XML: Convert XML to JSON action to transform XML formatted text into JSON formatted text. To save a single value from an XML string, try using the XML: Parse string field action—this action is best for simple strings where only one item is needed. Use case This action...

XML: Parse string field ›

Use the XML: Parse string field action to save a value from a XML formatted string. This action will save a single value, so it is best used for simple strings where only one item is needed. To save more than one value, use the XML: Convert XML to JSON...

Zendesk: Create ticket ›

Use the Zendesk: Create ticket action to create a new ticket in Zendesk, including the subject, comment, type, and more. How to configure this action This action requires a preconfigured Zendesk integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help...