Using Outbound Actions allows you to push data from within Allocadia to external systems, such as PO, CRM, Automation or Project Management systems all with a push of a button. Users can easily merge and align data across multiple applications, or transfer specific data to others who may not be Allocadia users.
Note: Outbound Actions are accessible to the Users via a button on the Details panel. The button will show at the Category, Sub-category, Line Items and/or Placeholder level depending on the trigger location you chose during creation.
- On the Activities tab, click the Panel icon in line with the marketing activity you would like to use an Outbound Action for
- On the Details Panel, click the Action button
Note: If the Action is an email, an email will be sent to the specified recipient. If the Action is a URL, a new tab will open with the URL.
Note: Once the Action has been clicked, a timestamp with the User's name will be displayed beneath the button.