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General automation actions

Last updated Automation

AI summary

These automation steps work with any connector. You can set a custom property value on the object that triggered the automation, send emails or Teams messages, and call other systems with an HTTP request, an Azure Function or a webhook. A delay step lets you wait before the next action runs.

These steps work with any connector: notifications, webhooks, approvals and waiting times. You pick them when you build a custom automation or change a template.

Change settings and properties 1

Update a property of an object, such as a label, a name or a setting.

ActionDescription
Set a custom property valueSet or update the value of a custom property on the object that triggered this automation.

Notifications 2

Send emails or Teams messages to people.

ActionDescription
MessageA step that runs "Message" as part of an automation.
Send emailSend an email to one or multiple email addresses.

Webhooks and requests 3

Call other systems, such as Power Automate or ServiceNow.

ActionDescription
Send HTTP requestConfigure an HTTP request to an endpoint url and pass headers, query parameters and a payload as body to it.
Trigger Azure FunctionTrigger an external Azure function, that then can retrieve data from Rencore Governance via the API.
Trigger WebhookTrigger and external webhook, that can then retrieve data from Rencore Governance via the API.

Timing 1

Wait before the next step runs.

ActionDescription
DelayAdds a delay to the automation to execute the following actions after the delay period has passed.

Frequently asked questions

Which automation actions are not tied to a connector?

7 actions, such as Delay, Message, Send HTTP request and 4 more.

How are the general automation actions grouped?

By category: Change settings and properties, Notifications, Webhooks and requests and Timing.

What is an automation action?

One step an automation runs. An automation chains actions to act on the objects it finds.