Click New Action Sequence.
Enter a Name and Description.
Select an applicable entity, such as Requests, Tasks, Approvals, and etc.
Create an action. You can add a Zoho Flow Action or Custom Function.
Click Save.
Action Sequences are similar to triggers, but they run sequentially and can share context with actions. For example, when there are multiple actions configured, the output from the first action can be used by the subsequent actions. In addition, Action Sequences can function as actions themselves and are conveniently accessible under the Custom Actions tab within triggers.
To create an action sequence,
Go to Setup > Automation > Custom Actions > Action Sequences.
Click New Action Sequence.
Enter a Name and Description.
Select an applicable entity, such as Requests, Tasks, Approvals, and etc.
Create an action. You can add a Zoho Flow Action or Custom Function.
Click Save.
The following use case automates the creation of a Jira issue when a request is submitted. It then adds a note to the same request in SDPCloud with the generated Jira Issue ID for reference.
To achieve this, when a new request is created, a trigger needs to be initiated with an Action Sequence containing two Zoho Flow actions:
Jira - Create Issue: To automatically create a corresponding issue in Jira.
SDPCloud - Create Request Note: To add a note to the current request (${request.id}) in SDPCloud, embedding the Jira Issue ID (${flows.create_jira_issue.id}) generated from the first action.
