Automation Handler Types

Overview

Automation handler types execute backend operations defined in Flexi Kanban — a single Action or a sequence of Actions in an Action Group. They are configured as the type field in a Handler.

See Handlers for the full Handler model and where handlers are configured. See Actions and Action Groups for how Actions and Action Groups are defined.

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Action

Executes a single Flexi Kanban Action. The Action runs in Salesforce and can update records, create or delete records, send notifications, call Flows or Apex classes, and more.

Actions are defined independently and are reusable — the same Action can be referenced from multiple Handlers without duplicating configuration.

Parameters

Parameter	Required	Description
actionId	Yes	The ID of the Flexi Kanban Action to execute.

Example

json

{
  "type": "action",
  "config": {
    "actionId": "action_update_stage"
  }
}

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Action Group

Executes a Flexi Kanban Action Group — a sequence of Actions that run in a defined order, sharing the same runtime context and Variables. Use this when a single event needs to trigger multiple coordinated operations.

Parameters

Parameter	Required	Description
actionGroupId	Yes	The ID of the Flexi Kanban Action Group to execute.

Example

json

{
  "type": "actionGroup",
  "config": {
    "actionGroupId": "ag_close_and_notify"
  }
}

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Related Articles

• Handlers

• Actions and Action Groups