{"id":317,"date":"2026-04-23T08:50:16","date_gmt":"2026-04-23T13:50:16","guid":{"rendered":"https:\/\/www2.dataunfold.com\/?post_type=docs&#038;p=317"},"modified":"2026-04-23T13:19:26","modified_gmt":"2026-04-23T18:19:26","password":"","slug":"actions-lists","status":"publish","type":"docs","link":"https:\/\/www2.dataunfold.com\/fr\/docs\/actions-lists\/","title":{"rendered":"Actions Lists"},"content":{"rendered":"<h2 class=\"wp-block-heading\">1. Create and generate documents<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Action<\/th><th class=\"has-text-align-left\" data-align=\"left\">What it does<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateDocx<\/td><td class=\"has-text-align-left\" data-align=\"left\">Create a DOCX file from tags, templates, or generated content.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateDocxTemplate<\/td><td class=\"has-text-align-left\" data-align=\"left\">Make a DOCX from a template and replace dynamic placeholders.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateDocxTemplateV2<\/td><td class=\"has-text-align-left\" data-align=\"left\">Build a DOCX using an improved template engine for better formatting.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateExcelFromTemplate<\/td><td class=\"has-text-align-left\" data-align=\"left\">Create an Excel file from a template with structured data.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreatePdf<\/td><td class=\"has-text-align-left\" data-align=\"left\">Generate a PDF from content or action results.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateJsonFile<\/td><td class=\"has-text-align-left\" data-align=\"left\">Save data or results into a JSON file.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateXmlFile<\/td><td class=\"has-text-align-left\" data-align=\"left\">Export data into a structured XML file.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateZipFile<\/td><td class=\"has-text-align-left\" data-align=\"left\">Package multiple files into a ZIP archive.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateFile<\/td><td class=\"has-text-align-left\" data-align=\"left\">Create a simple file with free-form content, such as notes or results.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateFolder<\/td><td class=\"has-text-align-left\" data-align=\"left\">Create a folder in the project storage to keep generated files organized.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. File conversion and editing<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Action<\/th><th class=\"has-text-align-left\" data-align=\"left\">What it does<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsConvertDocxToPdf<\/td><td class=\"has-text-align-left\" data-align=\"left\">Convert a DOCX file into a PDF.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsConvertPdfToDocx<\/td><td class=\"has-text-align-left\" data-align=\"left\">Convert a PDF into an editable DOCX file.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCropImage<\/td><td class=\"has-text-align-left\" data-align=\"left\">Crop an image to remove margins or focus on the content.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsAddPasswordDocx<\/td><td class=\"has-text-align-left\" data-align=\"left\">Protect a DOCX file with a password.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsAddPasswordExcel<\/td><td class=\"has-text-align-left\" data-align=\"left\">Protect an Excel file with a password.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCopyFile<\/td><td class=\"has-text-align-left\" data-align=\"left\">Copy an existing file in project storage.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateTagBrowseWeb<\/td><td class=\"has-text-align-left\" data-align=\"left\">Search the web and create tags from the result.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsReplaceWordText<\/td><td class=\"has-text-align-left\" data-align=\"left\">Replace text inside a Word document.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. Extraction, summary, and AI<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Action<\/th><th class=\"has-text-align-left\" data-align=\"left\">What it does<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsFormExtraction<\/td><td class=\"has-text-align-left\" data-align=\"left\">Extract fields or structured data from forms and documents.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsSummarize<\/td><td class=\"has-text-align-left\" data-align=\"left\">Create a short summary of a document or event.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsGenerativeAnswer<\/td><td class=\"has-text-align-left\" data-align=\"left\">Generate a natural language answer from data or a question.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsSendAPI<\/td><td class=\"has-text-align-left\" data-align=\"left\">Send data to an external API and handle the response.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsWeatherAPI<\/td><td class=\"has-text-align-left\" data-align=\"left\">Fetch weather information from an external source.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsPluginGeneric<\/td><td class=\"has-text-align-left\" data-align=\"left\">Use an external plugin for a custom task.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">4. Notifications, communication, and automation<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Action<\/th><th class=\"has-text-align-left\" data-align=\"left\">What it does<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsSendEmail<\/td><td class=\"has-text-align-left\" data-align=\"left\">Send an email using the app&#8217;s email setup.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsGmailSendEmail<\/td><td class=\"has-text-align-left\" data-align=\"left\">Send an email using a Gmail account.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsOutlookSendEmail<\/td><td class=\"has-text-align-left\" data-align=\"left\">Send an email through Outlook.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsSendTeamsMessage<\/td><td class=\"has-text-align-left\" data-align=\"left\">Send a message to Microsoft Teams.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsLinkedinPost<\/td><td class=\"has-text-align-left\" data-align=\"left\">Post a message on LinkedIn.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsTriggerFlow<\/td><td class=\"has-text-align-left\" data-align=\"left\">Start a predefined action flow with multiple steps.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsLoopTriggerFlow<\/td><td class=\"has-text-align-left\" data-align=\"left\">Run an action flow repeatedly over multiple items.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsSimpleJavascript<\/td><td class=\"has-text-align-left\" data-align=\"left\">Run a small custom JavaScript script as part of automation.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. Business validation<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Action<\/th><th class=\"has-text-align-left\" data-align=\"left\">What it does<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsValidateDoctorLicense<\/td><td class=\"has-text-align-left\" data-align=\"left\">Check if a doctor&#8217;s license is valid.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsValidateReservation<\/td><td class=\"has-text-align-left\" data-align=\"left\">Validate reservation details.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCMQVerifyDoctor<\/td><td class=\"has-text-align-left\" data-align=\"left\">Verify a doctor with the CMQ registry.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsOIIQVerifyNurse<\/td><td class=\"has-text-align-left\" data-align=\"left\">Verify a nurse with the OIIQ registry.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">6. Project and dashboard actions<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Action<\/th><th class=\"has-text-align-left\" data-align=\"left\">What it does<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateProject<\/td><td class=\"has-text-align-left\" data-align=\"left\">Create a new project in the app.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsDashboardSnapshot<\/td><td class=\"has-text-align-left\" data-align=\"left\">Capture a snapshot of the dashboard.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsGenerateWidget<\/td><td class=\"has-text-align-left\" data-align=\"left\">Create a report or metric widget in the project.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsDataflowList<\/td><td class=\"has-text-align-left\" data-align=\"left\">Show the list of steps in a data or automation flow.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsComputerUse<\/td><td class=\"has-text-align-left\" data-align=\"left\">Record computer usage for a task or event.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsBrowseWeb<\/td><td class=\"has-text-align-left\" data-align=\"left\">Browse the web automatically to find information or content.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCallMCP<\/td><td class=\"has-text-align-left\" data-align=\"left\">Call an MCP service for automated browsing or actions.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsManualTag<\/td><td class=\"has-text-align-left\" data-align=\"left\">Manually apply a tag to a document or event.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">7. Utility actions<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th class=\"has-text-align-left\" data-align=\"left\">Action<\/th><th class=\"has-text-align-left\" data-align=\"left\">What it does<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsCreateTagBrowseWeb<\/td><td class=\"has-text-align-left\" data-align=\"left\">Search the web and make a tag from the result.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsSendAPI<\/td><td class=\"has-text-align-left\" data-align=\"left\">Send or receive data using an external REST API.<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\">ActionsPluginGeneric<\/td><td class=\"has-text-align-left\" data-align=\"left\">Use a plugin for non-standard custom actions.<\/td><\/tr><\/tbody><\/table><\/figure>","protected":false},"excerpt":{"rendered":"<p>1. Create and generate documents Action What it does ActionsCreateDocx Create a DOCX file from tags, templates, or generated content. ActionsCreateDocxTemplate Make a DOCX from a template and replace dynamic placeholders. ActionsCreateDocxTemplateV2 Build a DOCX using an improved template engine for better formatting. ActionsCreateExcelFromTemplate Create an Excel file from a template with structured data. ActionsCreatePdf [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[10],"doc_tag":[],"class_list":["post-317","docs","type-docs","status-publish","hentry","doc_category-projects"],"year_month":"2026-06","word_count":424,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"dataunfold","author_nicename":"dataunfold","author_url":"https:\/\/www2.dataunfold.com\/fr\/author\/dataunfold\/"},"doc_category_info":[{"term_name":"Projects","term_url":"https:\/\/www2.dataunfold.com\/fr\/docs-category\/projects\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/docs\/317","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/comments?post=317"}],"version-history":[{"count":3,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/docs\/317\/revisions"}],"predecessor-version":[{"id":320,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/docs\/317\/revisions\/320"}],"wp:attachment":[{"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/media?parent=317"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/doc_category?post=317"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www2.dataunfold.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}