Today we’re pleased to announce a number of enhancements will be rolling out to all accounts using the Action Builder EAP.

See below for a detailed list of all improvements.

Ability to test Action Flows

An admin can run a test execution of an Action Flow by defining mock input values for an Action Flow, based on the input schema
An admin can view execution logs for the current test executions of an Action Flow

Ability to lookup Zendesk users and orgs

An admin can add a step to look up a user by their Zendesk user_id or external_id and return the entire user object
An admin can add a step to look up an organization by their Zendesk organization_id or external_id and return the entire org object

Ability to trigger an Action Flow from a user event

An Admin can select one of the various User events as the trigger for an action flow
The trigger outputs a subset of the User data, which can be used as inputs to step in the action flow

New OpenAI connector

An admin can connect Action Builder to their OpenAI account and then use a series of pre-built actions as steps in their Action Flows
Supported actions are;
- Analyze sentiment: Classifies input text sentiment
- Summarize text: Generates a concise summary of the provided text.
- Extract keywords: Identifies key topics or terms from the provided text.
- Send prompt: Sends a custom prompt to OpenAI and returns the raw response.
All outputs can be referenced in subsequent flow steps.

New Salesforce actions

Delete account
Delete lead
Convert lead to opportunity
Create contact:
Update contact
Delete contact
Search contact
Create opportunities
Update opportunities
Delete opportunities
Search opportunities
Create cases
Update cases
Delete cases
Search cases
Create campaigns
Update campaigns
Delete campaigns
Search campaigns

New Slack actions

Post direct message
Post message reply
Fetch message details: Retrieves a single Slack message using its timestamp
Fetch thread messages: Retrieves all replies in a thread
Add a reaction to a message: Adds a reaction (emoji) to a specific message in Slack

New action flow recipes

As mentioned in our Planned Improvements to the Action Builder EAP we intend to release improvements to the EAP monthly until the product is ready for General Availability. The planned improvements article has now been updated with the next set of planned changes.

Feedback from our EAP community has been critical for us to plan the next set of releases, so thank you for your engagement so far, and please keep letting us know what you’d like to see in Action Builder.

Thanks,
James