Actions

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

Amazon S3: Download an object ›

Use this action to download a file from an AWS S3 bucket using its object key name. Your Amazon S3 integration must have authorization to access the bucket or objects you are trying to retrieve with this action. For example, this action requires s3:GetObject permissions to access objects. Use case...

Amazon S3: List objects in a bucket ›

Use this action to create a list of all objects in a bucket and output to a data table. No files are downloaded by this action. To download files, use the Amazon S3: Download an object action. Your Amazon S3 integration must have authorization to access the bucket or objects...

Assign Task to a Person ›

Use this 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 The Assign Task to a...

Automation Anywhere: Add Work Item to a Queue ›

Use this 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 on integrating Catalytic with other systems, please refer...

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 this 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 help center, or the Azure Blob...

Box: Download file ›

Use this 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 This action requires...

Box: Upload file ›

Use this 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 action This action...

Browser: Click Element on Web Page ›

Use this 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 first start an active session with...

Browser: Create CSS Selector for Element on Web Page ›

Use this 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 Selectors to identify web page elements to interact–it’s the...

Browser: End session ›

Use this 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 the session. If...

Browser: Enter Text into Element on Web Page ›

Use this 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 session with the Browser: Start Session action. Browser...

Browser: Enter username and password ›

Use this 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 in Integrations. Credentials are stored...

Browser: Find element on web page ›

Use this 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 Selector provided, and reports if it...

Browser: Get Cookies from the Active Session ›

Use this 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 an active session with the Browser: Start...

Browser: Issue Keyboard Command ›

Use this 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: Start Session action. Browser...

Browser: Navigate to URL ›

Use this 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 action, Browser: Navigate to URL....

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

Use this 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 field. If the CSS Selector matches multiple elements, the first...

Browser: Select Option from Drop-Down Menu ›

Use this 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 drop-downs. If there are issues, it...

Browser: Start session ›

Use this 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. How to configure...

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 this 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 for this action CSV file...

CSV: Apply formulas to columns ›

Use this 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 Tables: Apply formulas to columns...

CSV: Create spreadsheet for each unique value ›

Use this 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. To split up a data table the...

CSV: Lookup Data in Columns ›

Use this action to search a column in an 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 price of product by the product name. Use Case...

CSV: Summarize rows with formulas ›

Use this action to extract summary data, like column totals, averages, or sums from a CSV file into fields. Use this 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 to make writing formulas easier...

CSV: Update file with another file ›

Use this 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 a related column. This means you...

Cognitive: Identify key phrases ›

Use this 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 by hand. Use case...

Companies: Look up company info by domain ›

Use this 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 this action below. Use case Look up...

Contacts: Look Up Contact Info by Email ›

Use this 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, you can use the Contacts: Validate an...

Contacts: Look up contact info by phone ›

Use this 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 only a given phone number Integrate this...

Contacts: Look up contact info by twitter handle ›

Use this 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 be returned with this action. Use case Collect...

Contacts: Validate an Email Address ›

Use this 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 bounces. How to configure this...

Coupa: Create Requisition ›

Use this 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 the Integrations section...

Coupa: Look up a purchase order ›

Use this 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 systems, please refer to the Integrations...

Coupa: Look up a user ›

Use this 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 information on integrating Catalytic with...

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...

Data deletion: Delete instance ›

Use this action to delete a completed run and its data, including related tasks, files, and data tables. This action can complement a scheduled data retention policy. To preserve important files or tables that are part of a run, but still delete all other data, use the Data deletion: Save...

Data deletion: Save files ›

Use this action to save individual files from deletion, whether from a scheduled data retention policy, or the Data Deletion: Delete run action. Use case Use this action as part of a GDPR or privacy compliance process that removes old data. This action can preserve important files that are part...

Data deletion: Save tables ›

Use this action to save individual tables from deletion, whether from a scheduled data retention policy, or the Data Deletion: Delete run action. Use case Use this action as part of a GDPR or privacy compliance process that removes old data. This action can preserve important tables that are part...

Date-times: Adjust a date & time ›

Use this 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 be sent out, or even when...

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

Use this 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 actions that require that format How to...

Date-times: Get Current Date & Time ›

Use this 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 this action is reporting on when...

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

Use this 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 to be completed Determining the number...

Dates: Adjust a Date ›

Use this 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 go-to action for keeping...

Dates: Convert a date-time to a date ›

Use this 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 to a date before being added to...

Dates: Format a Date Time ›

Use this 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 the format 12/06/17 3:00 PM...

Dates: Get Difference Between Two Dates ›

Use this 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. How to configure this action To...

Dates: Get current date ›

Use this 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 the Add a row...

Dates: Set Value of a Date Field ›

Use this 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 ensure that a field is in the...

DocuSign: Send an Envelope from a Template ›

Use this 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. How to configure this action This action...

DocuSign: Upload and Send a Document for Signatures ›

Use this 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 for HR and legal purposes. The difference being...

Dropbox: Download file ›

Use this 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 This action requires...

Dropbox: Upload file ›

Use this 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 action This action...

E-signatures: Request document signature ›

Use this 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 is an additional fee...

Email: Assign an Email Task ›

Use this 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 body. Use case This...

Email: Invite a User ›

Use this 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 (I.e.: contractors, outside counsel, recruiters, etc.) How to configure this action All new users...

Email: Send a Form ›

Use this 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 the same form from...

Email: Send an Email ›

Use this 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 action, however by default...

Excel: Apply filters ›

Use this 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 other information To...

Excel: Combine Spreadsheets ›

Use this 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 single file. How...

Excel: Create a Spreadsheet from a Data Table ›

Use this 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 Fields for this action Table ID Select a...

Excel: Create spreadsheet or CSV file ›

Use this 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 collected during a Pushbot instance. To...

Excel: Extract Cell Data ›

Use this 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 an Excel XLSX or...

Excel: Insert a data table into an Excel template ›

Use this 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 targeted, filtered tables to add to Excel spreadsheets. Use...

Excel: Join two sheets ›

Use this action to combine two Excel worksheets by matching a common column and then adding columns. Similar to VLOOKUP. This action supports .XLSX, .XLS, .XLSM, and .CSV files. This action only joins data by adding new columns of data, you cannot replace data with this action. To add new...

Excel: Look up Data in Columns ›

Use this 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 price of product by the product...

Excel: Remove duplicates in a column ›

Use this 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 that are filtered out are completely...

Excel: Save Spreadsheet to Table ›

Use this 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 up a Pushbot and Email...

Excel: Start Process for Each Row ›

Use this 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. This action is considered an “iterator”, and creates inline actions, which lets you embed a Pushbot directly into...

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 this 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 Since any JSON data can...

Field: Field Formulas ›

Use this 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 calculations, use the...

Field: Make a Prediction ›

Use this 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 if you haven’t already....

Field: Set Value of a Decimal Field ›

Use this 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 format Use case This action is often...

Field: Set Value of a Text Field ›

Use this 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 format. Use case This action is often...

Field: Set Value of an Integer Field ›

Use this 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 format. Use Case This action is often...

Field: Set the value of a multiple choice field ›

Use this 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 actions and is one of many to choose from...

File: Get file information ›

Use this 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 that can handle multiple...

File: Rename a file ›

Use this 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 a word document, not...

Files: Convert file to text ›

Use this 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 text to a field action....

GitHub: Comment on an issue ›

Use this 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 integration and an account with...

GitHub: Create an issue ›

Use this 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 help center. Fields for...

GitHub: Look up an issue ›

Use this 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 preconfigured GitHub integration and an...

Google Drive: Download a file ›

Use this 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 requires a preconfigured Google Drive...

Google Drive: List all files in a folder ›

Use this 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 this action This action requires a preconfigured Google...

Google Drive: Upload a file ›

Use this 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, please refer to the Integrations...

Google Sheets: Append a row ›

Use this 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 case Append employee contact info...

Images: Optical Character Recognition (OCR) ›

Use this 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 handwriting style. This is a...

Images: Resize an Image ›

Use this 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 meet an applications maximum...

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 this 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 project management function....

List: Filter items and save to a new list ›

Use this 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 is to filter a JSON array created using the...

List: Get first item ›

Use this 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 a XML: Convert XML...

List: Sort items and save to a new list ›

Use this 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 is to filter a JSON array created using the...

Locations: Parse International Address ›

Use this 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 working with this action....

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 this 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 with other systems,...

NetSuite: Add return authorization ›

Use this 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 integrating Catalytic with other...

NetSuite: Lookup customer by name ›

Use this 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 Catalytic with other systems, please...

NetSuite: Lookup entity by ID ›

Use this 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 information on integrating Catalytic with...

Numbers: Perform basic math ›

Use this 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 as multiplying the time...

Okta: Create a user ›

Use this 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 action Integration Select your...

Okta: Delete a user ›

Use this 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 refer to the Integrations...

Outlook: Create Meeting ›

Use this 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 can use the...

Outlook: Find available meeting times ›

Use this 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 account as the integration. Use...

Outlook: Move email to a folder ›

Use this 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 “replacement” can route to a folder...

PDF: Create PDF document ›

Use this 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 task. Easily distribute a...

PDF: Extract text to a Field ›

Use this 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. Use case This action extracts all...

PowerPoint: Populate a template ›

Use this 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 example, a webform) gathers...

PowerPoint: Reorder Slides ›

Use this 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 slides first. Remove...

Pushbot: Add a task ›

Use this 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 action Task name Add...

Pushbot: Create a User ›

Use this 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 and notification preferences. How...

Pushbot: Create a milestone for your Pushbot ›

Use this 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 set custom milestones for In Progress Pushbots....

Pushbot: Create a scheduled trigger ›

Use this 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 Fields for this action Process...

Pushbot: Deactivate a User ›

Use this 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 configuration can only be...

Pushbot: Duplicate a Process ›

Use this 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 to the template Making...

Pushbot: End this Pushbot ›

Use this 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 should cause the instance...

Pushbot: Reassign a task ›

Use this 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 by someone in 5...

Pushbot: Rename this Pushbot ›

Use this 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 will be in a...

Pushbot: Reopen Task and Reset Dependent Tasks ›

Use this 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 or resubmit work after a review or...

Pushbot: Start another Pushbot ›

Use this 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 itself and only works...

Pushbot: Update Owner ›

Use this 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 a departmental owner...

Pushbot: Update a User ›

Use this 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 action can alter the...

Pushbot: Update a completed run to test mode ›

Use this 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 are required to update a run to test...

Pushbot: Update a process template ›

Use this 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 this action Fields for this action...

Pushbot: Update a process template field ›

Use this 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 with a Pushbot. How to configure...

Pushbot: Wait until batch processes complete ›

Use this 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 the completion of subprocesses and Helper...

SFTP: Download a file ›

Use this 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 an SFTP site where...

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 this 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 begin working with this action. Use case...

SMS Text: Send a task via text ›

Use this 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 to begin working with this action. Use...

SMS Text: Send a text message ›

Use this 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 working with this action. Use case...

Salesforce: Create a case ›

Use this 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 This action requires a...

Salesforce: Create a contact ›

Use this 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 to configure this action...

Salesforce: Create a custom object ›

Use this 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 information on integrating Catalytic with...

Salesforce: Create a lead ›

Use this 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 new lead. How to...

Salesforce: Create an account ›

Use this 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 integration. For more information...

Salesforce: Create an opportunity ›

Use this 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. For more information on...

Salesforce: Look up an account ›

Use this 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 account specific information How to...

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 this 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 checking user information...

Salesforce: Update a case ›

Use this 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 a preconfigured Salesforce integration....

Salesforce: Update a custom object ›

Use this 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 action requires a preconfigured Salesforce...

Salesforce: Update a lead ›

Use this 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 configure this action This...

Salesforce: Update an account ›

Use this 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 integration. For more information...

Salesforce: Update an opportunity ›

Use this 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 on integrating Catalytic with...

Sentiment: Calculate score ›

Use this 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 customer comments over...

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 this 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 integration. For more...

Slack: Post a message ›

Use this 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 is not part of...

Slack: Post a multiple choice question ›

Use this 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 of the action is the response...

Stripe: Create charge with an existing customer ID ›

Use this 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 credit or a debit card through a charge...

Stripe: Create customer ›

Use this 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 Stripe integration in...

Tables: Add a Column ›

Use this 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 to track the progress...

Tables: Add a Row ›

Use this 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 employee data table for...

Tables: Apply Filters ›

Use this 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, and stored in...

Tables: Apply formulas to columns ›

Use this 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 the same way, use the...

Tables: Average Data in a Column ›

Use this 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 getting a mean. For example, evaluating...

Tables: Compare Two Tables ›

Use this 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 list of email address...

Tables: Convert data table to markdown text ›

Use this 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 a markdown table that can be dropped...

Tables: Convert data table to text ›

Use this 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 body of an email, use 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 this 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 is adding all the rows in a...

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 this 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 action is to add all the rows in...

Tables: Create an Empty Table ›

Use this 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 during an instance, this action...

Tables: Create table for each unique value ›

Use this 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. For example, split up a data table...

Tables: Find similar text ›

Use this 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 return a list of...

Tables: Get unique rows ›

Use this 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 Each Row action on...

Tables: Look up data in a column ›

Use this 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 of product by the product name. Use...

Tables: Maximum Data in a Column ›

Use this 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 client (in terms of contract spend)...

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 this 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, if an instance is...

Tables: Remove a Row ›

Use this 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 action can help keep...

Tables: Rename a column ›

Use this 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 when uploading into other...

Tables: Sort rows ›

Use this 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 an employee table...

Tables: Start Pushbot for Each Row ›

Use this action to to start multiple instances of a Pushbot, one for each row of a data table This action is considered an “iterator”, and creates inline actions, which lets you embed a Pushbot directly into another process. Check the Inline actions article to learn more, or see how...

Tables: Sum Data in a Column ›

Use this 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 Pushbot can add up the price...

Tables: Update a Row ›

Use this 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 rows. This action is...

Text: Create text file ›

Use this 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 content management systems or...

Text: Find Emails ›

Use this 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 using the Images:...

Text: Find Phone Numbers ›

Use this 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 body may contain lots...

Text: Find and replace ›

Use this 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 a block of text...

Text: Find dates and date-times ›

Use this 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 times like 9PM or next...

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 this 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 to read documents...

Text: Find text next to other text ›

Use this 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 larger text manipulation process that can help...

Text: Find words that contain text ›

Use this 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 can be used to find exact...

Text: Find words that match a pattern ›

Use this 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 and look for IDs that match a...

Text: Format Capitalization ›

Use this 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 a prior action...

Text: Identify language ›

Use this 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 most words. If...

Text: Remove Blank Spaces ›

Use this 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 text that needs to...

UiPath: Add a Queue Item to a Queue ›

Use this 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 using this action: A UiPath studio bot must...

UiPath: Start a job ›

Use this 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 studio bot must be...

Web API: Send DELETE Request ›

Use this 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 article. How to configure this...

Web API: Send GET Request ›

Use this 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 article. How to configure this...

Web API: Send PATCH request ›

Use this 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 article. How to configure this...

Web API: Send POST Request ›

Use this 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 article. How to configure this...

Web API: Send PUT Request ›

Use this 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 article. How to configure this...

Web: Download a File ›

Use this 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 for URLs with the...

Web: Web Traffic History ›

Use this 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 Web: Web traffic history...

Word: Create a Word Document ›

Use this 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 (for example, a webform) gathers...

Workday: Lookup company ›

Use this 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. For more information...

Workday: Lookup purchase order ›

Use this 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 action requires a preconfigured...

Workday: Lookup supplier ›

Use this 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 more information on...

Workday: Lookup supplier invoices ›

Use this 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 Catalytic with other systems,...

Wrike: Create a task ›

Use this 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 uses ID values for...

Wrike: Get tasks ›

Use this 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 of our help...

Wrike: Update a task ›

Use this 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 for users, tasks, or...

XML: Convert XML to JSON ›

Use this 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 is typically part of a...

XML: Parse string field ›

Use this 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 action then convert the...