Built in actions

Send a text email #

Sends a plain text email using the built in wp_mail() function.

Note. There are a lot of plugins that will override wp_mail and send the email via services like Sendgrid, Postmark etc. Some of these plugins will send all outgoing emails as HTML. This means that email sent using this action might end up as an HTML-email anyway.

Field / parameter	Description
To	The main recipient(s). Separate multiple email addresses with comma.
Cc	Recipient(s) on cc. Separate multiple email addresses with comma.
Bcc	Recipient(s) on bcc. Separate multiple email addresses with comma.
Reply to	Specify a different reply-to address.
Subject	Email subject
Content	Email content
Convert line breaks to <br>	In some configurations with plugins etc. WordPress always sends email as HTML. To properly handle line breaks in those cases, use the above checkbox

Send an HTML email #

Sends an HTML email using the built in wp_mail() function. The look and feel of the email can be controlled via file templates. See sending HTML emails for more information.

Field / parameter	Description
To	The main recipient(s). Separate multiple email addresses with comma.
Cc	Recipient(s) on cc. Separate multiple email addresses with comma.
Bcc	Recipient(s) on bcc. Separate multiple email addresses with comma.
Reply to	Specify a different reply-to address.
Subject	Email subject
Skip template	If checked, the default email templates will not be used.
Heading	The built in HTML template will display a heading in the rendered HTML output. This field sets the value of the heading.
Content	Email content. If the style field is used, it can be rendered in the resulting using the placeholder [STYLE]
Style	Additional CSS rules

Send a WooCommerce email #

Requires WooCommerce. Sends an HTML email using the built in wp_mail() function. The look and feel of the email is controlled via the same file templates that WooCommerce uses. This action is suitable for sending out custom emails from your WooCommerce store with an identical look and feel as the native WooCommerce notifications. See sending HTML emails for more information.

Field / parameter	Description
To	The main recipient(s). Separate multiple email addresses with comma.
Cc	Recipient(s) on cc. Separate multiple email addresses with comma.
Bcc	Recipient(s) on bcc. Separate multiple email addresses with comma.
Reply to	Specify a different reply-to address.
Subject	Email subject
Heading	The built in HTML template will display a heading in the rendered HTML output. Use this field to control the content
Content	Email content

Create Post #

Creates a new post object

Field / parameter	Description
Post type	Select the post type for the new post from the drop down menu. The drop down is populated with all known post types in your WordPress installation
Post status	Select the post status for the new post from the drop down menu. The drop down is populated with all known post status in your WordPress installation. Note! It’s possible to select a post status that is associated with a different post type. Be careful to set a post status that is valid for the selected post type
Post title	The title for the new post
Post name	The name (slug) for the new post. If left blank, WordPress will create a name/slug based on the post title. If you assign a non-unique value, WordPress will add a dash and a number after the slug to make it unique.
Content	The post content
Post owner	Leave blank to not set an owner. You can identify the owner both via a numerical id or via the login name (i.e admin).
Comment status	Select the value “open” or closed from the drop down
Ping status	Select the value “open” or closed from the drop down

Note. There is currently no way to assign categories or tags (terms) to a newly created post with this action. The same is true for custom fields. The recommended solution is to create another workflow that triggers on “Post created” (with relevant filters) and add terms and custom fields in that second workflow.

Change user role #

Will only work with triggers that provide a user object.

Field / parameter	Description
New role	Select the new role from the drop down menu. The drop down is populated with all known roles in your WordPress installation

Note. This action will set the role to exactly one value, this is the standard WordPress behaviour. However, it’s possible for a user to have more than one role if the additional roles are set via some 3rd party plugin. If your WordPress install relies on users with multiple roles, this action might affect that functionality.

Change status #

Changes the status on posts, comments or order

Field / parameter	Description
Object type	Which of the provided objects that should be changed (post, comment or order)
New status	The new status. When the object type is selected, this drop down menu changes to only show valid statuses for the object type.

Change custom field #

Changes the value of a custom field. If the custom field doesn’t exist on the object, a new field is added. Works on posts or users

Field / parameter	Description
Object type	Which of the provided objects that should be changed (post or user)
Custom field identifier	Name / identifier of the custom field
New value	New field value
Data type	Select Standard (text), Integer or floating point number. If integer of floating point is selected, the value is converted to the relevant data type before stored in the database.

Add remove term #

Add or remove any taxonomy term from a post object

Field / parameter	Description
Object type	Which of the provided objects that should be changed. Currently only supports posts
Add or remove	Choose if the taxonomy term should be added or removed from the provided object
Taxonomy	Selects the taxonomy (tags, categories etc.)
Term	Term to add or remove. Once the taxonomy is selected, this drop down is populated with all known terms from that taxonomy
Remove existing items	Relevant when adding terms. Determines if the new term should be added to all existing terms alternatively if all existing terms should be removed and replaced with the defined term.

Webhook #

The webhook action sends a http request to a remote API using a set of parameters defined in the action UI. Read more about the webhook action here.

Field / parameter	Description
Method	GET or POST
Url	The target URL.
User name	If basic authentication is needed, the username
Password	If basic authentication is needed, the password
Parameters	List of parameters to be sent to the remote API

REST API Call #

Makes an http request to a remote API with a manually written payload. Read more about the REST API Call action here.

Field / parameter	Description
Method	GET or POST
Url	The target URL.
User name	If basic authentication is needed, the username
Password	If basic authentication is needed, the password
Content	Only relevant for POST request. The request body.

Add order note #

Works on WooCommerce orders. Adds an order note to an existing order.

Field / parameter	Description
Note type	Select between private note or a note visible to the customer
Message	The content of the note