Building Pushbots

Everything you’ll need while building Pushbots and automating work.

Archive a Pushbot ›

If a Pushbot is no longer needed, you can archive it to prevent it from appearing in search or in team member’s All Pushbots page. Archiving a Pushbot will prevent any new instances from being started. Archived Pushbots are hidden and not deleted—to view them, filter your Pushbots by Archived...

Auto-populate fields with URLs ›

Auto-populate fields in a web form or start an instance page with dynamic data using a custom URL. For example, you can create a custom URL per region and dynamically populate defaults for each region. During setup of an action or Pushbot, you can already easily set defaults for each...

Browser Automation ›

Browser automation enables you to simulate navigating to a website, clicking buttons, entering text, copying text, and more. Catalytic has a suite of actions that work together to make browser automation accessible and modifiable. With Catalytic browser automation, other Pushbot actions like classifying an email, working in data tables, or...

Condition Options ›

Conditions determine whether a task should start or be skipped. Conditions can be simple, like “If the deadline is 3 days from now; start the task” or more complex, “If the deadline is 3 days from now, and the process is high priority; start the task”. Conditions can look like...

Create custom field validations ›

Catalytic fields always have a field type. For example, a field with the type “Text” accepts all alphanumeric characters, and the type “Integer” only accepts whole numbers. To add more field validations, based on currency, phone number, or other formats, field conditions can be used. How custom field validation works...

Deadlines & Reminders ›

Use deadlines and reminders to keep work organized and keep tasks moving. Deadlines set a due date for an assigned task, including automatic reminders if the task becomes overdue. Automated actions do not need deadlines or reminders since they complete automatically, but the following manual tasks can have deadlines and...

Dependencies ›

Dependencies determine the order that tasks are executed within a Pushbot instance by defining what actions need to be completed (or skipped) before a given task should be activated. Together, dependencies and conditions form the order and logical flow of actions in a Pushbot. This is an example of adding...

Export and Import a Pushbot ›

You can export a Pushbot and create backups, or easily import and migrate Pushbots from one team to another. Though the backup includes all the important settings, configurations, and associated objects, not all data is included: A Pushbot export includes: All steps and step configurations. Any data tables or files...

Field Conditions ›

Use field conditions to hide or show specific fields in a task based on information entered in a previous field. In the example below, different instruction type fields are conditionally shown based on each choice selected. For more information on how task conditions work, see Condition Options for guidance on...

Field Permissions ›

Set permissions on fields to increase the security of sensitive information. Pushbot owners and editors can choose to set any and every field with a different level of security to restrict access to any stored information. There are 4 levels of field permissions: Public: Field values are visible to anyone...

Field Types ›

Catalytic fields always have a field type. For example, a field with the type “Text” accepts all alphanumeric characters, and the type “Integer” only accepts whole numbers. There are 11 commonly used field types. You can specify the field type when you add a field to a Pushbot or data...

Fields ›

Fields collect, store, and pass information within a Pushbot, such as text, numbers, dates, and files. A field is both the place where data is entered, and where the data is stored. Examples of use Fields are likely to be a part of every Pushbot that you create on Catalytic....

General API Information ›

Our current integrations, like Outlook and Salesforce, are required to unlock new functionality with these systems, but if you have an on-premise system or application we haven’t integrated with yet, you can create your own custom integrations using our API and Webhook capabilities. APIs are a real-time, fast, and reliable...

General Email Information ›

Catalytic has various actions and features that integrate with email. Our suite of email actions, like Email: Assign an Email Task and Email: Send a Form make automating email processes accessible. Examples of Use You can automate most activities you could perform in an email client with email actions, here...

Generate a random number or assign tasks randomly ›

The Assign task to a person action is the go-to way to assign tasks to users on your team—it’s also great for assigning tasks to everyone in a Catalytic group. For more sophisticated strategies, you can use Catalytic to assign tasks to a random person or assign tasks round robin....

Globally Available Fields ›

Certain fields are available within every Catalytic Pushbot, and some special fields are available from each Pushbot instance. Both of these unique fields are referred to as Globally Available Fields. Globally available fields contain unique information about your team or about each instance. For example, there is a globally available...

Markdown ›

Catalytic supports Markdown for formatting in email bodies and task instructions. Markdown is a lightweight markup language which allows for formatting of plain text. Where to learn more about formatting text with Markdown Markdown overview - This article is from the originator of the Markdown that Catalytic uses and explains...

Pushbot Level Fields ›

A Pushbot level field is a unique field added to a Pushbot, instead of a task. For example, if each instance of a Pushbot needs to reference the same file, upload a Word, Excel, or PDF file as a Pushbot level field, where it is then included in every Pushbot...

Pushbot Permissions ›

Each Pushbot has different types of permissions that are configurable, such as Which users can edit it Which users can find it when searching or viewing lists The default level of field permissions for any fields added to the Pushbot or added when an instance is running Whether or not...

Pushbot System Limits ›

There are various limits enforced by Catalytic, but we believe your work shouldn’t stop because of these limits. The most you’ll likely notice is the occasional task or instance that takes a bit longer to complete because the scale of the automation.  When you reach a limit, our system manages...

Pushbots ›

Pushbots automate business processes. To automate a business process, a Pushbot has different pieces and elements to make that happen: the trigger, tasks and actions, data tables, predictive models, and more. A Pushbot could be built to automate creating a monthly report, automate the onboarding process for a new hire,...

Reference Fields ›

You can insert references to fields in places like instructions, the body of an email, and when configuring actions. These field references dynamically insert values each time an instance is run, allowing you to automatically customize the information, settings, and flow of every instance. How reference fields work The data...

Sharing Web Forms ›

Web forms are either hosted on a publicly accessible link, like example-team.pushbot.com/form/submit-a-new-claim-trigger, or can be embedded straight into a web page. See the web forms article for more general information like how to create or edit forms. To get started sharing a web form, select at the top of the...

Solutions by industry ›

Automate processes for any role in any industry. Media, manufacturing, healthcare, or staffing, Catalytic integrates seamlessly into your existing systems and helps everyone work smarter. Advertising Between creatives, clients and account managers, clear communication is an absolute must. Working through campaign logistics, hitting a certain creative tone, and identifying how...

Solutions by role ›

From HR to procurement, Catalytic can help you tackle your unique process challenges head-on with automation. Finance and accounting Speed up processes and increase your workflow efficiency. The finance and accounting role operates in the profit center of your organization. The data-driven, workflow-heavy processes that are integral to your organization’s...

Task Conditions ›

Use conditions to determine whether a task should be started or skipped based on criteria that you define. Task conditions are set per task on the configure task page. All conditions are assessed after dependencies. Dependencies determine when a task is up next in line, then the condition is assessed...

Tasks in Pushbots ›

Each Pushbot follows a series of steps. When you create an action in your process, it is one step in the Pushbot. This is an example of the build screen with 4 tasks added After you have created a Pushbot, follow the steps below to add, configure, reorder and delete...

Test Pushbots & Tasks ›

Before rolling out your new Pushbot to employees, customers, or partners, you should test it to ensure it’s functioning as expected. As you build out a Pushbot, you can even test each individual task. How to test an entire Pushbot From the Pushbot Settings page, select the steps button under...

Timezone Identifiers ›

When working with dates and times, using the correct timezone is important when working across different regions. Catalytic uses the common global standard or UTC. Such as: America/Chicago America/New_York Europe/Berlin To find specific timezone identifiers, you can browse a list of timezone identifiers. In Catalytic, the time will generally be...

Timing ›

By default, tasks will activate as soon as their dependencies and conditions are met. The timing option lets you delay a task start until the ideal date. Timing is set per task on the configure task page, where you can delay a task by a certain number of days or...

Undelivered or bounced emails ›

Many Catalytic email actions, like Email: Send an Email or Email: Assign an Email Task have an email bounce feature which monitors and responds to an undeliverable email. When an email is sent, it can be delivered, get caught in spam, or be rejected by a email server and be...

Version Control ›

All Pushbot’s support versioning. By default, a new Pushbot is considered “Published”. Using versions, you can create “Draft” versions of a Pushbot, where changes can be safely made without affecting the published version. New versions are always created based on the latest published version. It’s not possible to create a...

Web Forms ›

Web forms look like a questionnaire and collect information from people for a Pushbot instance. Because a web form is a publicly accessible web page with a form built in, you can loop customers, partners, or vendors into your automation. When a web form is submitted, all entries are available...