Integration Procedure Actions

To compose an Integration Procedure, you add actions that run sequentially. These actions can set data values, perform functions, call Omnistudio Data Mappers, invoke Apex classes, send emails, invoke REST endpoints, run other Integration Procedures, and more.

To add actions, drag elements from the Action elements panel to the canvas or use the connectors (+) directly on the canvas. You can easily add, edit, rename, move, or delete actions, and rearrange elements between blocks using +. You can also use blocks to group actions for conditional execution, caching, list processing, and error handling.

This table describes the properties common to all Integration Procedure Actions.

{
                  "Result": {
                  "ErrorCode": "ERR-123",
                  "Success": "FALSE"
                  }
                  }

• Assert Action for Integration Procedures
  The Assert Action compares the expected and actual results of a Test Procedure using an expression that evaluates to true or false. You can use environment variables in the Assert Conditional Formula to test performance.
• Chatter Action for Integration Procedures
  The Chatter Action creates a Chatter post and sends it to a Chatter feed.
• Decision Matrix Action for Integration Procedures
  The Decision Matrix Action calls a Decision Matrix with specified inputs and returns the result to the Integration Procedure.
• Delete Action
  Enable users to delete one or more sObject records by using the Delete Action. Use an Object's Record Id to determine which record to delete. Vlocity recommends using a merge field in the Path to Id field that refers to an Id or a list of Ids in the data JSON.
• Docusign Envelope Action for Integration Procedures
  The Docusign Envelope Action emails a set of documents for signing.
• Email Action for Integration Procedures
  An Email Action sends the specified email. You can either specify all the email field values or use a Salesforce email template.
• Expression Set Action for Integration Procedures
  An Expression Set Action invokes the specified Expression Set and returns the results to the Integration Procedure.
• HTTP Action for Integration Procedures
  The HTTP Action executes a REST call and returns its results to the Integration Procedure. The HTTP Action in Integration Procedures supports only getBody() for returning the response. Use Apex directly via a Remote Action to handle binary responses.
• Integration Procedure Action for Integration Procedures
  The Integration Procedure Action runs a subordinate Integration Procedure.
• Intelligence Action for Integration Procedures
  The Intelligence Action provides input to and runs an Intelligence Machine on Omnistudio.
• List Action for Integration Procedures
  The List Action merges multiple lists by matching values of specified list item JSON nodes. A basic merge matches node names exactly. An advanced merge matches nodes that have different names or reside at different levels in the incoming lists.
• Omnistudio Data Mapper Extract Action for Integration Procedures
  The Data Mapper Extract Action calls the specified Data Mapper Extract to read data from Salesforce and returns it to the Integration Procedure.
• Omnistudio Data Mapper Post Action for Integration Procedures
  The Data Mapper Post Action calls a Data Mapper Load (post) to write data to Salesforce.
• Omnistudio Data Mapper Transform Action for Integration Procedures
  A Data Mapper Transform Action calls the specified Data Mapper Transform to execute transformations on the Data JSON and returns the transformed data.
• Omnistudio Data Mapper Turbo Action for Integration Procedures
  A Data Mapper Turbo Action calls the specified Data Mapper Turbo Extract to read data from Salesforce and returns it to the Integration Procedure.
• Remote Action for Integration Procedures
  The Remote Action element calls the specified Apex class and method or the specified invocable action.
• Response Action for Integration Procedures
  The Response Action ends an Integration Procedure and returns data to the entity that called it. It can also add data to the data JSON or end conditionally. Response Actions are useful for debugging Integration Procedures.
• Set Values Action for Integration Procedures
  The Set Values action sets values in the data JSON of an Integration Procedure using literal values, merge fields, or formulas.