Actions

An Action is a recipe: "Add as lead" reads a mail, makes a contact and an item, and drafts a reply. You run it on a mail, an item, a file or a chat.

Run an Action

• From the Actions menu on a mail, an item, a file or a chat.
• From Quick actions on Home.
• Runs continue even if you close the window; you are notified when one finishes.

Make your own

1. Open Actions and click New action.
2. Describe what it should do, or build it step by step.
3. Share it with people, groups or the whole workspace.

Automatic

A mail tab can run an Action by itself on new mail.