Automation

Automation actions

Execute reusable actions when triggers fire—creating purchase orders, updating ERP records, or pinging collaboration tools.

Execute predefined actions

Call `automation.actions.execute` with the action ID and payload. Out of the box we support purchase order drafts, CRM sync, and Slack notifications.

await client.call("automation.actions.execute", {
  action: "create_purchase_order",
  payload: {
    supplier: "sourceparts",
    quoteId: "Q-2024-00128"
  }
});

Bring your own actions

Actions can return additional context that flows into follow-up steps.
Group custom actions under your company namespace for clarity.