09. Automation Engine/Action Plugins

Action Registry & Plugins

Actions are modular task execution units. The Action Registry resolves dynamic variables, performs credit metering checks, and invokes communication or CRM updates seamlessly.

ACTION MESH
Modular
Extensible Task Plugin Matrix

Actions automatically resolve {{variables}}, check Resource Vault balances, and execute across multiple communication channels.

Pluggable Automation Architecture

Action Registry Overview

When a workflow reaches an action node, the ActionRegistry matches the action ID and executes the corresponding plugin:

COMMUNICATIONS / SMS

SEND_SMS

Dispatches priority SMS alerts to customer phone numbers with automated fallback refunds.

COMMUNICATIONS / EMAIL

SEND_EMAIL

Sends high-deliverability transactional emails with custom titles, templates, and dynamic variable replacements.

CRM / TAGGING

ADD_CRM_TAG

Appends behavioural tags (e.g. 'VIP', 'Cart-Nudged') to the customer's profile for future segmentation.

INGRESS / WEBHOOK

DISPATCH_WEBHOOK

Transmits HTTP POST payloads with custom headers to third-party endpoints or internal ERP systems.

Core Action Plugins

Configuration parameters supported by the built-in action suite:

ParameterTypeRequirementDescription
SEND_SMSAction PluginOptionalRequires `phone` (or triggerPayload.phone) and `template` string. Deducts 1 SMS credit from the organization vault.
SEND_EMAILAction PluginOptionalRequires `email`, `subject`, and `template`. Delivers HTML email via verified sending domain rails.
ADD_CRM_TAGAction PluginOptionalRequires `customerId` and `tag` name. Appends unique metadata tags to customer records.

Extensibility & Custom Actions

Custom actions can be added by implementing the standard IWorkflowAction interface, giving enterprise teams the ability to create proprietary actions (like ERP integrations or billing system updates).