Action Connectors
What workflows can do when their conditions are met.
Action connectors are what a workflow does when its conditions are met. They notify people, update Perspio, or write back to your other systems, so an event on an asset can drive the next step without anyone re-keying it.
Each workflow runs one or more actions, filling in their inputs from the asset, the event that triggered it and your own values.
Built into Perspio (8)
| Action | What it does |
|---|---|
| Send Email | Email one or more recipients with a subject and message |
| Send SMS | Text one or more mobile numbers |
| Send WhatsApp | Send a WhatsApp message |
| Send Report | Run a report and email the results |
| Share an Asset | Send a link to an asset by email or SMS, so people outside Perspio can see it |
| Create Perspio Event | Raise an event on the asset, with your own event data |
| Update Perspio Asset | Update the asset's properties in Perspio |
| Archive Asset | Archive the asset |
Third-party systems (17)
| System | Action | What it does |
|---|---|---|
| Baseplan | Add Charge to Contract | Write a charge, such as a toll, to the asset's current hire contract |
| Baseplan | Update Asset Location | Update the asset's location in Baseplan |
| Baseplan | Update Meter Reading | Send the asset's latest meter reading to Baseplan |
| Digital Matter | Immobilise Digital Matter Device | Immobilise a Digital Matter device |
| FastBound | Update FastBound Firearm | Update a firearm record in FastBound |
| Fleetio | Create Fleetio Issue | Create an issue in Fleetio |
| Fleetio | Update Vehicle Group | Move a vehicle to a different Fleetio group |
| Fleetio | Update Vehicle Status | Update a vehicle's status in Fleetio |
| Geotab | Update Vehicle Group | Move a vehicle to a different Geotab group |
| Motive | Update Vehicle Availability Status | Update a vehicle's availability status in Motive |
| Motive | Update Vehicle Group | Move a vehicle to a different Motive group |
| SafetyCulture | Create SafetyCulture Action | Create an action in SafetyCulture and assign it to users or groups |
| SafetyCulture | Create SafetyCulture Inspection | Start an inspection from a SafetyCulture template |
| SafetyCulture | Create VSR Inspection | Start a vehicle safety report (VSR) inspection |
| SafetyCulture | Update Asset Location | Update the asset's location in SafetyCulture |
| Syrinx | Update Meter Reading | Send the asset's latest meter reading to Syrinx |
| Velogitch | Create Velogitch Service Entry | Create a service entry in Velogitch (Salesforce) |
Need a different action?Contact [email protected] to discuss the system you'd like Perspio to update.
Updated 1 day ago
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