Add Actions to an Automation

Actions define what an Automation does after records meet the specified selector criteria. 

Once Demandbase identifies qualifying accounts or people, Actions determine the specific steps the Automation takes. These steps can include sending data to integrated systems, creating tasks, or triggering sales and marketing workflows.

Actions are configured directly on the Automation canvas by adding and connecting Action nodes.

Main Action Types

There are several main action types in Automations. Each main action type includes a set of subactions.

Main action types include:

• Content Syndication
• CRM & MAS
• Demandbase
• Sales
• Connectors

You select a main action type first, then add the appropriate sub-action on the canvas. For a full list of subactions, see Automation Actions.

What are Connectors?

Connectors are conditional nodes used to control the flow of your Automation. They allow you to apply logic so that different records take different action paths.

• Decision: Take multiple actions based on conditions. For example, you can create Salesforce Tasks based on role - assigning a Call task for Directors and Email task for CXOs.
  Important: Decision node requires at least two subactions and each path must have defined criteria.
• Conditional Filter: Take single action based on condition.

You can connect the following main action types and their subactions to Connectors:

• Content Syndication
• CRM & MAS
• Demandbase
• Sales

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.

Steps: Add Standard Actions

Add standard actions for Content Syndication, CRM & MAS, Demandbase, and Sales.

1. Create an Automation or select an existing Automation.
2. From the Select an action box, click one of the main action types:
   • Content Syndication
   • CRM & MAS
   • Demandbase
   • Sales
     
3. Click a sub-action to add it to the canvas.
   
4. Connect the nodes:
   • Click the blue circle at the bottom of the main action node. 
   • Drag the line to the blue circle at the top of the sub-action node.
     
5. Click the sub-action node. 
6. In the right action settings panel, complete the required fields. See Automation Actions.
   
7. (Optional) Add more actions by repeating steps 2-6.
   Tip: To delete an action, click the node, and click Delete Action.

Steps: Add Connectors

1. Create an Automation or select an existing Automation.
2. From the Select an action box, click Connectors.
   
3. Click Decision or Conditional Filter to add it to the canvas.
4. Add subactions from Content Syndication, CRM & MAS, Demandbase, or Sales.
   Important: 
   • Decision requires at least two subactions.
   • Conditional Filter can connect to only one sub-action.
     
5. In the right action settings panel, complete the required fields. See Automation Actions.
6. Connect the nodes:
   • Click the blue circle at the bottom of the Decision or Conditional filter node. 
   • Drag the line to the blue circle at the top of the sub-action node(s).
     
7. Click Decision or Conditional Filter node.
8. In the right conditions settings panel, select a path. Add criteria and click Save.
   Important:
   • For the Decision node, repeat this step for each path.
   • You can rename a path by hovering over the path name, clicking the pencil icon, and editing the name.
     

Subaction Node Menu Options

Within a subaction node, click the right three dots to see the following options:

• Delete Action: Delete the action.
• Show or Hide Action IDs: Shows the action ID, which helps identify actions when reviewing automation reports.

Next Steps

After configuring actions, choose one of the following options:

• Publish the Automation: Follow the steps in Publish an Automation.
• Discard or save the Automation:
  1. Click top left back to Automations.
  2. Select Discard & Continue (doesn’t save edits) or Save & Continue (saves edits).