For each type of Automation task, users have to define an automation action. Every action, needed to be within a Step. Each Step can also have several automation actions.
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Automation Action are shared across the modules.
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We recommend that users who want to create an Action read and understand the different Action Types. |
How to Add an Automation Action
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2. Click on Automation > Action List. Page opens and all Actions are laid out.
3. Click New Action. Form opens.
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