Categories
Records
Create, update, delete, duplicate records of any object.
Communication
Email, SMS, Slack, WhatsApp, Telegram, in-app push notifications.
Integrations
Native actions for DocuSign, FatturaInCloud, Google Calendar, Notion, Trello, etc.
Flow
IF condition, Branch, For each loop, Wait, Stop workflow.
Data
Transform (map), Aggregate (sum/count), Calculate formulas, HTTP Request.
AI
Call AryaChat, generate document, summarise, extract data.
Record actions
Create record
Create record
Create a new record of any object. Map fields with variables.Example:
Update record
Update record
Update fields of an existing record.
Delete record
Delete record
Delete a record (soft-delete, recoverable).
Duplicate record
Duplicate record
Clone a record with ability to override fields.
Link records
Link records
Link two existing records (e.g. a contact to a deal).
Add to list
Add to list
Add a record to a static list.
Communication actions
Send email
Send email
Send email via Arya SMTP or your Gmail/SendGrid integrations.Parameters: from, to, cc, bcc, subject, body (HTML supported), attachments.
Send SMS
Send SMS
Via configured SMS provider (Twilio, MessageBird).
Post Slack message
Post Slack message
Channel or DM. Supports Slack formatting (blocks, attachments, interactive buttons).
Send WhatsApp message
Send WhatsApp message
Via WhatsApp Business integration. Requires approved templates for outbound.
Send Telegram message
Send Telegram message
Personal or group/channel.
Create in-app notification
Create in-app notification
Arya notification for specific users.
Flow actions
IF condition
IF condition
T/F branch based on condition.
Switch / branch
Switch / branch
Multiple branches based on a field value (e.g.
region: North → branch A, South → branch B).For each
For each
Loop over a list of records. Executes nested actions per item.
Wait
Wait
Pause. Parameters:
- Fixed duration (e.g. 1 hour, 1 day)
- Until date/time
- Until event (e.g. when this deal moves to Won)
Stop workflow
Stop workflow
Interrupt execution (useful on severe errors).
Data actions
HTTP request
HTTP request
Call any external REST API. GET, POST, PUT, DELETE. Custom headers and body. Parse JSON response.Example: notify external system on deal stage change.
Transform / map
Transform / map
Transform data:
rename, format_date, concat, uppercase, etc.Aggregate
Aggregate
On a list: sum, average, count, max, min.
Calculate
Calculate
Custom formula with numeric or string output.
AI actions
Ask AryaChat
Ask AryaChat
Free prompt to AryaChat. Output: text. Consumes AI credits.Example:
Write a professional welcome email for {{trigger.contact.first_name}} from {{trigger.contact.company.name}}.Generate document
Generate document
Generate PDF/DOCX from template + dynamic data.Example: NDA contract with prefilled customer data.
Summarise
Summarise
Summarise long text in N sentences / N characters.
Extract data
Extract data
Extract structured data from free text: email, names, amounts, dates.Example: from a request email extract name, role, company → create contact.
Native integration actions
For each active integration, Arya adds specific actions:- Google Calendar: create event, invite participants
- DocuSign: send envelope for signature
- FatturaInCloud: issue e-invoice
- WooCommerce: create order, update stock
- Notion: create page in specific DB
- Trello: create card in a list
- Meta Business: import leads from Facebook Ads
Output and chaining
Every action produces an output consumable by subsequent actions:Frequently asked questions
Can I create custom actions?
Can I create custom actions?
Not directly. But with HTTP request you call any API, effectively allowing integration with any system.
Do AI actions consume credits?
Do AI actions consume credits?
Yes. See estimates in Lesson 10.
Can I save action bundles as sub-workflows?
Can I save action bundles as sub-workflows?
Yes, as sub-workflows callable from other workflows. Useful for DRY.