> ## Documentation Index
> Fetch the complete documentation index at: https://alguna.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Automation Actions
> Available actions for your automation workflows
# Automation Actions
Actions are the operations performed by your automations. Configure these in the automation builder when creating or editing automations.
***
## Communication Actions
### Send Email
Send templated emails to customers or internal teams.
**Configure in automation builder:**
1. Select **Send Email** action
2. Choose recipient: Customer email, specific address, or team
3. Select email template
4. Configure template variables
**Use cases:**
* Payment failure notifications
* Invoice reminders
* Subscription renewal notices
* Welcome emails
### Send Slack Notification
Post messages to Slack channels for internal alerts.
**Configure in automation builder:**
1. Select **Send Slack** action
2. Choose connected Slack workspace
3. Select channel
4. Compose message with dynamic variables
**Use cases:**
* High-value deal alerts
* Payment failure notifications
* Subscription cancellation alerts
### Call Webhook
Send data to external systems via HTTP request.
**Configure in automation builder:**
1. Select **Webhook** action
2. Enter destination URL
3. Choose HTTP method (GET, POST, PUT)
4. Configure headers and body
5. Set up authentication if needed
**Use cases:**
* Sync billing events to your app
* Trigger external workflows
* Update third-party systems
***
## Billing Actions
### Retry Payment
Attempt to collect a failed payment again.
**Configure in automation builder:**
1. Select **Retry Payment** action
2. Choose payment method (default or specific)
3. Set retry options
**Use cases:**
* Automatic retry after payment failure
* Retry after customer updates payment method
### Apply Credits
Apply available credits to reduce invoice amount.
**Configure in automation builder:**
1. Select **Apply Credits** action
2. Choose amount: Full balance or specific amount
3. Set priority for which credits to use
### Void Invoice
Cancel an unpaid invoice.
**Configure in automation builder:**
1. Select **Void Invoice** action
2. Add reason for voiding
**Use cases:**
* Clean up after failed payment collection
* Cancel invoices for churned customers
### Grant Credits
Add credits to a customer's account.
**Configure in automation builder:**
1. Select **Grant Credits** action
2. Choose credit type (monetary or units)
3. Enter amount
4. Set expiration (optional)
5. Add reason
**Use cases:**
* Service credit for outages
* Loyalty rewards
* Referral bonuses
***
## Subscription Actions
### Cancel Subscription
Cancel a customer's subscription.
**Configure in automation builder:**
1. Select **Cancel Subscription** action
2. Choose when to cancel:
* Immediately
* End of current period
* Specific date
3. Add cancellation reason
**Use cases:**
* Automatic cancellation after payment failures
* Cancel after non-payment threshold
### Pause Subscription
Temporarily pause billing for a subscription.
**Configure in automation builder:**
1. Select **Pause Subscription** action
2. Set resume date (optional)
**Use cases:**
* Grace period during payment issues
* Seasonal pause
***
## Customer Actions
### Update Customer
Modify customer record fields.
**Configure in automation builder:**
1. Select **Update Customer** action
2. Choose fields to update
3. Set new values (static or dynamic)
**Use cases:**
* Update segment based on behavior
* Mark customers at risk
* Update metadata
### Add/Remove Tag
Tag customers for segmentation and filtering.
**Configure in automation builder:**
1. Select **Add Tag** or **Remove Tag** action
2. Enter tag name
**Use cases:**
* Tag customers with payment issues
* Tag high-value customers
* Segment for marketing
### Create Task
Create an internal task for follow-up.
**Configure in automation builder:**
1. Select **Create Task** action
2. Enter task title and description
3. Set assignee (user or team)
4. Set due date and priority
**Use cases:**
* Manual follow-up for failed payments
* Account manager notification
* Support ticket creation
***
## Integration Actions
### Sync to CRM
Push data to connected CRM systems.
**Configure in automation builder:**
1. Select **Sync to CRM** action
2. Choose CRM (Salesforce, HubSpot)
3. Select object type
4. Map fields to update
**Use cases:**
* Update billing status in CRM
* Sync subscription changes
* Log payment events
***
## Workflow Control
### Delay
Pause the automation before continuing.
**Configure in automation builder:**
1. Select **Delay** action
2. Set duration:
* Minutes (e.g., 30 minutes)
* Hours (e.g., 2 hours)
* Days (e.g., 3 days)
**Use cases:**
* Wait between retry attempts
* Stagger notification timing
### Stop Workflow
End the automation and don't execute remaining steps.
**Configure in automation builder:**
1. Select **Stop** action
2. Add reason (for logging)
**Use cases:**
* Exit early when condition is met
* Stop after successful retry
***
## Error Handling
Configure how actions handle failures:
### Retry on Failure
1. Enable retry for the action
2. Set maximum retry attempts
3. Set delay between retries
### Fallback Actions
1. Add fallback actions that run if main action fails
2. Typically used to create tasks for manual follow-up
### Continue on Error
1. Enable "Continue on error" to proceed even if action fails
2. Useful for non-critical notifications
***
## Best Practices
Configure error handling for critical actions like payment retries.
Use email templates for consistent messaging across automations.
Create manual tasks as fallback when automation fails.
Test automations with real scenarios before enabling.
***
## Next Steps
Add conditional logic to your automations.
Configure what starts your automations.