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.
Taskade Actions
⚙️ Action | 🔤 Description |
Sets up a new project in your workspace/folder. | |
Adds a new task to an existing project. | |
Automatically marks a task as done as part of your automation flows. | |
Uses a pre-defined or custom template. | |
Moves a task to a different space. | |
Assigns a task to someone. | |
Uses AI to answer questions. | |
Uses AI to generate content or responses. | |
Automatically provides AI-generated responses. | |
Uses a custom AI agent to respond to a query. | |
Uses a custom AI agent command. | |
Prompt AI | Give the model detailed instructions. |
Transcribes knowledge and adds it as knowledge to an agent. | |
Automatically trains your AI agents with project content. | |
Structures the output of agent replies. | |
Extract the contents of a web page. | |
Convert a source file into text. | |
Turn a YouTube video into text. | |
Upload file through a URL to save in your workspace or folder's media tab. | |
Makes an API request to an endpoint. | |
Iterates data tasks. | |
Performs actions only when the data meets a certain condition. | |
Creates different paths within your workflow, depending on certain conditions. | |
📋 In This Article
| Updates custom fields within projects. |
Searches the web for information to add to a project or for the AI to analyze. | |
Searches for tasks within projects.
This action is compatible with loops. | |
Converts the output of the Find Task(s) and Find Row(s) actions into text. | |
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. |
Find Documents (coming soon) | Searches for multiple documents. |
Google Calendar Actions
⚙️ Action | 🔤 Description |
Delete event | Deletes an event from Google Calendar. |
Create Quick Even | Creates and even 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. |
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
⚙️ 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
⚙️ Action | 🔤 Description |
Send Message | Sends a message to a discord channel. |
⚙️ 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
⚙️ 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
⚙️ 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. |
⚙️ Action | 🔤 Description |
Create Page Post | Automatically creates a text post on your Facebook account. |
Create Post with Image | Automatically creates a photo post on your Facebook account. |
Apollo
⚙️ Action | 🔤 Description |
Enrich User Information | Retrieves lead information from Apollo using an email/LinkedIn profile URL. |
⚙️ 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. |
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 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.
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Changelog: taskade.com/blog/updates
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