What Can Be Done with App Actions

App actions enable you to copy record data to specified apps.
For example, users can copy customer information from a customer list that is managed by other app to an order management app, to save the effort of manually entering the information for each customer in the app.
This page uses an order management app and a customer list app to describe what app actions can do for users.

Before App Action Is Implemented

Users need to enter customer information manually whenever an order is received. Customer list before implementing app action

After App Action Is Implemented

After you configured an app action, the action button is displayed for a record.
By clicking the action button, you can add necessary information from the record in the customer list app to the order management app.
After an app action is configured

For details on how to set an app action, refer to Configuring App Actions.

Example Usage of App Actions

For example, you can use app action when you want to copy information on an applicant who will undergo an interview, from an app to manage applicants' information to an app to manage interviews.
Update App

Related Features

In addition to the App Actions feature, you can use the Lookup feature and the Related Records feature to integrate data across apps. The features have different strengths and weaknesses. You need to select the best one for each purpose to get the most from apps.

  • You use the App Actions feature to copy an existing record data to a specified app. You can specify not only another app but also the same app as the app to integrate with.
  • You use the Lookup feature when entering records, to get data that match the keyword from the specified app.
  • Related Records automatically display records that are related to the contents of the current record. For example, Related Records are useful when you want to see a list of projects that are associated with a single customer. You can specify not only another app but also the same app as the app to integrate with.

For details, see Integrating Data Across Apps.