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Defining Actions

Define what the system should do when a rule is triggered and all conditions are met.

Annalise Davis avatar
Written by Annalise Davis
Updated over 2 months ago

Actions are the outputs of your automation logic. Once your rule is triggered and all conditions pass, these are the tasks that get executed, like sending a chat, notifying a team, or reassigning a shipment. You can configure multiple actions per rule and control when each one runs relative to the trigger. You can create multiple, sequential actions.

Each action will only run if the rule is still valid at the moment of execution. This protects against stale alerts, especially for time-delayed messages.

Action Types

Send a chat message

Sends a message in the group chat to the driver or dispatcher.

  • You can delay the message (e.g. "send 1 minute later").

  • Press # to insert variables like #ETA-Receiver, #Origin-address, or #Shipment-Number.

  • Note: #Origin-address and #Destination-address return only the city, state, not the full street address.

Example:

Hi, are you still on time to the pickup in #Origin-address?


Send an email

Sends an email to internal or external recipients.

  • Fully customizable subject and body.

  • Supports To / CC / BCC.

  • Press # to insert shipment variables.

  • Used for escalation, customer alerts, or internal notifications.

Example:

Subject: Load #Shipment-Number may be late

Body: ETA is currently #ETA-Receiver. Please confirm status.


Assign users to shipment

Assigns one or more team members to the shipment.

  • Select one or multiple users.

  • Used to escalate to After Hours, assign to tracking reps, or route exceptions.

  • Will only assign if the rule is still valid at the time of action.


Action Timing

Each action can be delayed in minutes relative to the trigger. If a condition becomes false during the delay window, the action will be skipped. This prevents misfires caused by real-time load changes.

Use Cases

  • “Ping the driver if they’re not tracking 1 hour before appointment.” → Send a delayed chat message with #Origin-address.

  • “Assign escalations to After Hours after 5 PM.” → Triggered by time and status, assigns rep automatically.

  • “Alert the customer if the ETA slips past 6 PM.” → Send templated email using #ETA-Receiver.

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