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Actions and Action Groups

What They Are

Actions and Action Groups are the backend operation layer of Flexi Kanban. They define the logic that runs in response to events on the board — whether triggered by a user interaction, a card movement, a form submission, a scheduled job, or an external API call.

Where Handlers define what should happen when a user interacts with the board, Actions define how it happens — the actual operations that execute in Salesforce behind the scenes.

Actions

An Action is a reusable backend operation that performs a specific task in Salesforce. Actions are configured independently and can be referenced from multiple places across your Flexi Kanban setup.

A single Action might:

  • Update one or more fields on a Salesforce record

  • Create or delete a record

  • Send a notification or email

  • Call a Salesforce Flow or Apex class

  • Interact with other Salesforce platform capabilities

Because Actions are reusable, the same Action can be triggered from a card element Handler, a Custom Button, a card movement rule, a form submission, or a scheduled job — without duplicating configuration.

Action Groups

An Action Group is a sequence of Actions executed in a defined order. All Actions within a group share the same runtime context and Variables, which means data and values can be passed between them as they execute in sequence.

Action Groups are useful when a single event needs to trigger a coordinated series of operations — for example, updating a record, sending a notification, and logging an activity, all as one atomic workflow triggered by a card moving to a new column.

How Actions Are Triggered

Actions and Action Groups can be triggered in several ways:

  • By a Handler — when a user clicks a card element, Custom Button, or form element configured with an Execute Action handler type

  • By card movement — automatically when a card is dragged from one column to another

  • Manually — invoked directly by a user from the board

  • In batch — run across a set of records at once

  • On schedule — executed automatically at a configured time or interval

  • Via API — triggered externally by another system or integration

This flexibility makes Actions a central part of building automated, event-driven workflows on top of your Flexi Kanban boards.

A Practical Example

A sales team uses a Flexi Kanban board to manage their opportunity pipeline. When a rep moves an Opportunity card from Proposal Sent to Negotiation, an Action Group fires automatically:

  1. Action 1 — updates the Opportunity's Stage and Last Stage Change Date fields

  2. Action 2 — creates a follow-up Task assigned to the opportunity owner

  3. Action 3 — sends an internal Slack notification to the sales manager

All three operations execute in sequence, triggered by the single card movement, with no manual steps required from the rep.

When to Use Actions and Action Groups

Use Actions when:

  • You need a reusable backend operation that can be triggered from multiple places

  • You want card movement to automatically update records or trigger Salesforce automation

  • You need to connect board interactions to broader Salesforce platform capabilities

Use Action Groups when:

  • A single trigger needs to execute multiple operations in a defined sequence

  • You need to pass data and context between operations as they run

Learn more in Actions and Action Groups.

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