Actions that run by themselves

An action hears something happen on a case and takes the next step for you.

Steps

1. In a journey's Actions tab, choose When: what it listens for.
2. Add Only if, when it should act on some cases only.
3. Choose Do: send a message, ask for a sign-off, issue a document, and more.
4. Read the chain to see what each action leads to.

Where to go in the app

Open these from the menu on the side of the app:

• Journeys

The same guide is in the app, under Help and support.