Overview
While triggers are the starting point in Taskade's automation, actions are the steps that follow. They are the "then" in the "if this, then that" automation sequence. When a trigger's conditions are met, actions are executed to perform tasks automatically.
💡 Note: New to automations? Check the Getting Started guide first.
Action Categories
Actions fall into five categories. Every workflow step picks from one of these:
Taskade Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Project | Sets up a new project in your workspace/folder. |
| Add Task | Adds a new task to an existing project. |
| Mark Task as Completed | Automatically marks a task as done as part of your automation flows. |
| Create Project From Template | Uses a pre-defined or custom template. |
| Move Task | Moves a task to a different space. |
| Assign Task | Assigns a task to someone. |
| Ask AI | Uses AI to answer questions. |
| Generate with AI | Uses AI to generate content or responses. |
| Respond with AI | Automatically provides AI-generated responses. |
| Ask Agent | Uses a custom AI agent to respond to a query. |
| Run Agent Command | Uses a custom AI agent command. |
| Prompt AI | Give the model detailed instructions. |
| Add Knowledge to Agent | Transcribes knowledge and adds it as knowledge to an agent. |
| Add Project to Agent Knowledge | Automatically trains your AI agents with project content. |
| Ask Agent Team | Sends a prompt to an AI Team and returns varied responses from multiple agents. |
| Ask Agent With Structured Output | Structures the output of agent replies. |
| Generate Image with DALL-E 3 | Generates images from text prompts using OpenAI DALL-E 3. |
| Scrape Webpage | Extract the contents of a web page. |
| Convert File to Text | Convert a source file into text. |
| Transcribe YouTube Video | Turn a YouTube video into text. |
| Upload file to Media | Upload file through a URL to save in your workspace or folder's media tab. |
| Send HTTP Request | Makes an API request to an endpoint. |
| Loop | Iterates data tasks. |
| Filter Data | Performs actions only when the data meets a certain condition. |
| Branch | Creates different paths within your workflow, depending on certain conditions. |
| Update Custom Fields | Updates the custom fields of a task in a project. |
| Search Web | Searches the web for information to add to a project or for the AI to analyze. |
| Find Task(s) | Searches for tasks within projects. This action is compatible with loops. |
| Transform Array to String | Converts the output of the Find Task(s) and Find Row(s) actions into text. |
| Categorize with AI | Analyzes, classifies, and organizes input data using the power of AI. |
Slack Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Send Channel Message | Posts a message to a selected channel. |
| Send Direct Message | Sends a personal message to a user. |
| Find User by Handle | Find a user by matching against their Slack handle. |
| Find User by Email | Find a user by matching against their email address. |
| Create Channel | Create a new Slack channel. |
Gmail Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Send email | Sends an email through Gmail to a specified recipient. |
| Find Email(s) | Find email(s) in your Gmail account. |
| Create Draft Email | Creates a new draft email message. |
Google Drive Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Trash File | Moves a file to the trash in your drive. |
| Duplicate File | Duplicates a file from Google Drive. Returns the ID of the new file. |
| Create New Folder | Creates a folder in your Google Drive. |
| Create New File | Creates a new text file from input text. |
| Search for Folder/File | Searches a Google Drive folder for sub-folders/files. |
Google Sheets Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Insert Row | Adds a new row to a Google Sheets document. |
| Delete Row | Deletes a row in a Google Sheets document. |
| Update Row | Updates a row in a Google Sheets document. |
| Get Row | Retrieves a row in a Google Sheets document. |
| Find Row(s) | Retrieves specific rows from a Google Sheet based on defined criteria. This action can be used with loops. |
Google Docs Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Document | Creates a new document. |
| Append Text | Appends text to a document. |
| Find Document | Searches for a document. |
Google Calendar Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Delete Event | Deletes an event from Google Calendar. |
| Create Quick Event | Creates an event with a start time when the action is run, with a duration of 1 hour and a notification 10 minutes before. |
| Create Event | Creates a new Google Calendar event. |
| List Events | Lists events from a Google Calendar within a date range. |
| Get Free/Busy | Checks free/busy availability for one or more calendars. |
Mailchimp Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Add contact | Creates a new contact in Mailchimp. |
WordPress Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create post | Publishes a new post on WordPress. |
Twilio Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Send SMS | Sends out a text message via Twilio. |
HubSpot Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create New Contact | Creates a new contact in HubSpot CRM. |
| Create New Deal | Creates a new deal in HubSpot CRM. |
X/Twitter Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Reply | Creates a reply to a post on X/Twitter. |
| Create Post | Creates a new post on X/Twitter. |
LinkedIn Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Share Update | Publishes a post to your LinkedIn profile. |
| Create Company Update | Publishes a post to your business/company LinkedIn page. |
Microsoft Teams Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Channel | Creates a new channel. |
| Send Channel Message | Sends a message to a channel. |
| Send Chat Message | Sends a message in an existing chat. |
Discord Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Send Message | Sends a message to a Discord channel. |
Facebook Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Page Post | Creates a standard post on a Facebook page you manage. |
| Create Post with Image | Creates a post with an image on a Facebook page you manage. |
WhatsApp Business Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Send Message | Sends a text message to a specified contact or group on WhatsApp. |
| Send Template Message | Sends a pre-designed template message for consistent communication. |
GitHub Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Comment | Adds a comment to an issue/pull request. |
| Create Issue | Opens a new issue in a repository. |
| Get Issue Information | Retrieves details about an issue. |
| Lock Issue | Locks an issue to stop comments. |
| Unlock Issue | Unlocks a previously locked issue. |
Apollo Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Enrich User Information | Retrieves lead information from Apollo using an email/LinkedIn profile URL. |
Reddit Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Post | Create a new post in a specified subreddit. Supports both text and link posts with various formatting options. |
| Get Post | Retrieve a specific post from a subreddit using its Post ID. Useful for referencing or tracking published content. |
Notion Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Page | Creates a new page in a Notion database. |
| Get Page | Retrieves a page from Notion by ID. |
| Update Page | Updates properties of an existing Notion page. |
| Query Database | Queries a Notion database with optional filters and sorting. |
| Append Block Children | Appends content blocks to a Notion page. |
Salesforce Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Record | Creates a new record (Lead, Contact, Account, etc.) in Salesforce. |
| Update Record | Updates an existing Salesforce record. |
| Find Records by Query | Searches for Salesforce records using a SOQL query. |
Jira Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Issue | Creates a new Jira issue. |
| Get Issue | Retrieves details of a Jira issue. |
| Search Issues | Searches for Jira issues using JQL. |
Linear Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Issue | Creates a new Linear issue. |
| Get Issue | Retrieves details of a Linear issue. |
| Search Issues | Searches for Linear issues with filters. |
Airtable Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Record | Creates a new record in an Airtable base. |
| List Records | Lists records from an Airtable base with optional filters. |
| Update Record | Updates an existing Airtable record. |
Monday Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Item | Creates a new item on a Monday.com board. |
| Get Item | Retrieves details of a Monday.com item. |
| Update Item | Updates an existing Monday.com item. |
Trello Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Card | Creates a new Trello card on a board. |
| Get Card | Retrieves details of a Trello card. |
| Update Card | Updates an existing Trello card. |
Zoom Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Schedule Meeting | Creates a scheduled Zoom meeting. |
| Create Webinar | Creates a new Zoom webinar. |
Stripe Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Create Customer | Create a new customer in Stripe |
| Update Customer | Update an existing customer in Stripe |
| Retrieve Customer | Retrieve a customer by ID from Stripe |
| Search for Customers | Search for customers in Stripe |
| Create Payment Intent | Create a payment intent to start a payment flow |
| Retrieve Payment Intent | Retrieve a payment intent by ID from Stripe |
| Search for Charges | Search for charges in Stripe |
| Create Product | Create a new product in Stripe |
| Create Price | Create a new price for a product in Stripe |
| Create Refund | Create a refund in Stripe |
| Create Subscription | Start a subscription for a customer with specified items/prices |
| Cancel Subscription | Cancel an existing subscription, immediately or at period end |
| List Subscriptions | List subscriptions from Stripe with optional filters |
| Create Invoice | Create an invoice in Stripe |
| Search for Invoices | Search for invoices in Stripe |
Shopify Actions
| ⚙️ Action | 🔤 Description |
|---|---|
| Get Customer | Look up a Shopify customer by email or ID |
| Get Customer Orders | Retrieve order history for a customer |
| Create Order | Create a new order with line items and customer |
| Create Draft Order | Create a draft order for review before finalizing |
| Update Order | Modify an existing order (notes, tags, shipping) |
| Cancel Order | Cancel an open order with optional refund |
| Close Order | Mark a fulfilled order as closed |
| Create Product | Add a new product to your Shopify store |
| Update Product | Modify an existing product's details or pricing |
| Get Products | List products with optional filters (collection, type) |
| Get Product Variant | Retrieve variant details (size, color, price) |
| Upload Product Image | Upload an image to a product listing |
| Get Order Details | Fetch full details of a specific order |
Telegram Bot Actions
Connect your Telegram bot to send messages, media, and manage chats directly from Taskade automations. Learn more about Taskade automations.
| ⚙️ Action | 🔤 Description |
|---|---|
| Send Message | Send a text message to a chat, group, or channel |
| Send Photo | Send an image with an optional caption |
| Send Document | Send a file (PDF, DOCX, etc.) to a chat |
| Send Video | Send a video with an optional caption |
| Edit Message | Edit a previously sent bot message |
| Delete Message | Remove a message from a chat |
| Pin Message | Pin a message to the top of a chat or group |
| Get Chat | Retrieve chat details (name, member count, description) |
💡 Tip: Combine Telegram Bot actions with AI agents to build smart support bots that auto-respond to customer messages.
Related guides
- Automation Triggers — The "if" half of if-this-then-that
- Automations: Overview — Full anatomy of an automation
- Branch Action — if/else routing
- Loop Action — for-each iteration
- Filter Data — Gate-keeping
- Agent Action — Use a custom agent as an action
- HTTP Request — Call any REST API
- Integrations Directory — All 100+ action providers