Steps reference
Every step an automation can use, what it needs and what it reports.
Messages
| Step | What it does |
|---|---|
| Send email | Emails the person who sent the form, or up to 20 addresses, as text or a designed message. Never sent twice. See Designing emails. |
| Slack message | Posts to a Slack channel. |
| Teams message | Posts to a Microsoft Teams channel. |
| Discord message | Posts to a Discord channel. |
| Google Chat message | Posts to a Google Chat space. |
Apps
Steps that work in other services through a connection, including: Google Sheets row, Google Doc, Gmail email, Google Calendar event, Google Drive file, Outlook email and calendar event, OneDrive file, SharePoint list item, Xero contact and invoice, Airtable record, Notion page, HubSpot contact, Mailchimp subscriber, Trello card, Asana task, monday.com item, ClickUp task, Jira issue, Pipedrive person, simPRO customer, ServiceM8 job, a text message (SMS or WhatsApp) through Twilio, and email from your own mailbox.
Twilio texts go to one mobile number, usually an answer like {{phone}}. Local numbers such as 0412 345 678 are read as Australian unless you choose another country in the step.
Each one asks for exactly the details that service needs, and every text setting can use values.
Flow
| Step | What it does |
|---|---|
| Ask for approval | Pauses until someone approves or rejects. See Approvals. |
| If / else | Takes the Yes or No path depending on a value. |
| Calculate | Adds, subtracts, multiplies, divides, works out percentages, rounds, adds days to a date or counts days between dates. Money comes out to the cent. |
| Record result | Marks the run’s outcome with a label you choose. |
| Another automation’s result | Reads the latest successful (or latest finished) run of another automation, or this one’s previous run, and saves it under a name. Later steps use its answers and step results, e.g. {{last_order.order_id}}, plus {{last_order.found}} (Yes or No), {{last_order.run_status}} and {{last_order.finished_at}}. If there’s no run yet, found is No and the automation carries on. |
Developer
| Step | What it does |
|---|---|
| Send to a URL | Sends the run’s data as signed JSON to an address you choose. |
| HTTP request | Calls an API with the method, path and fields you set, and can save the reply for later steps. |
Reliability
- Steps that send something (emails, messages, rows, records) do it at most once per run, even if Rellova has to retry after a problem.
- Carry on if this step fails lets the steps after it still run; the run shows which step failed.