While a Trigger starts the engine, Actions are the workhorses that do the actual heavy lifting. You can chain multiple actions together to move files, update spreadsheets, and transform data in a single workflow.

We categorize actions by their function to help you find the right tool for the job.


File Handling: Download & Upload 

When moving physical files (like PDFs, images, or spreadsheets), use these actions. We support all major cloud storage providers.


Download Files 

Retrieves a file from an external service so it can be used in a later step (like attaching it to an email).

  • Supported Services: AWS S3, Azure Blob, Box, Google Drive, and REST Request.


Upload Files 

Sends a file generated or downloaded within the Sync to a permanent storage location.

  • Supported Services: AWS S3, Azure Blob, Box, Google Drive, and REST Request.

Data Management: Pull & Push 

Use these when you are moving “Rows and Columns” rather than files.


Pull Data 

Retrieves structured data from a source to be used inside the Sync.

  • Services: Excel Online, Google Sheets, and REST Request.
  • Example: Pulling a list of “Active Clients” from a Google Sheet to check against a form entry.


Push Data 

Sends data from your Sync out to an external spreadsheet or database.

  • Services: Excel Online, Google Sheets, and REST Request.
  • Example: Adding a new row to an Excel sheet every time a form is submitted.


Processing: Transform Data 

These actions allow you to manipulate your data before it reaches its final destination.

  • Transform Data: The “Swiss Army Knife” of Sync. Use formulas and mapping to reshape data from a previous step into a new format.
  • Generate Document: Takes your Sync data and merges it into a Word or Excel template to create a polished PDF or document.

Platform Logic: Update Entity & Sync Controls 

These actions interact with the internal platform or manage the timing of the Sync itself.


Update Entity 

  • Replace All Rows: Clears an existing Data Source in the platform and replaces it entirely with the data from your Sync.
  • Create Task: Generates a new Task within our system for a user to complete.


Sync Controls 

  • Delay: Pauses the workflow. You can set it to wait for a specific duration (e.g., “Wait 2 hours”) or until a specific date/time. This is perfect for “drip” workflows or follow-up reminders.


Communication: Send Message 

Keep people informed as the Sync progresses.

  • Email: Sends a customizable email. You can include data fields from previous actions in the subject or body and attach files that were generated or downloaded earlier in the Sync.