TAQ Actions and Queries (Lookups)

Types of Actions and Lookups

The Actions and Lookups in TAQ Automations fall broadly into five categories:

• Creation of Notifications

• Lookup, Create, Update and Delete of Records

• Create, Update and Delete of Users

• Agent Prompting

• Third-party Actions and Lookups. These are not documented here, but in @Human Connections.

Notifications

Send Notification

This is the simpler of the two TAQ notification actions, producing a non-linked notification

The Notification itself shows directly in the notification sidebar. The number on the alarm bell in the top right corner will increase to indicated a notification. Clicking on the alarm bell opens the notification side bar.

Records

Clone Record

Creates a copy of an existing record

Create Record

Creates a record in a specific Namespace Module, allowing a value to specified manually or inherited from a previous step (e.g. the output of an Agent).

Delete Record

Deletes a record by its value/ID

Find Newest Record

Finds the latest record in a specified Namespace Module

Find Oldest Record

Finds the first record created in a specified Namespace Module

Update Record

Updates and existing record with one or more specified values.