Kantos

Actions define what happens when an automation triggers and conditions pass. Kantos supports six action types that can be chained together in sequence.

Send Email

Send an email using a template with dynamic variables:

{
  "type": "send_email",
  "config": {
    "template_id": "tmpl_welcome_email",
    "to": "{{record.email}}",
    "variables": {
      "name": "{{record.name}}",
      "company": "{{record.company}}"
    }
  }
}

Update Record

Update fields on the triggering record:

{
  "type": "update_record",
  "config": {
    "fields": {
      "status": "contacted",
      "last_contacted_at": "{{now}}",
      "follow_up_count": "{{record.follow_up_count + 1}}"
    }
  }
}

Create Record

Create a new record in the same or different object:

{
  "type": "create_record",
  "config": {
    "object_definition_id": "obj_def_tasks",
    "data": {
      "title": "Follow up with {{record.name}}",
      "due_date": "{{date_add(now, 3, 'days')}}",
      "related_record_id": "{{record.id}}"
    }
  }
}

Send Webhook

Send data to an external URL:

{
  "type": "webhook",
  "config": {
    "url": "https://api.example.com/webhook",
    "method": "POST",
    "headers": {
      "Authorization": "Bearer {{secrets.api_key}}",
      "Content-Type": "application/json"
    },
    "body": {
      "event": "new_lead",
      "lead_id": "{{record.id}}",
      "email": "{{record.email}}"
    }
  }
}

See Webhooks for detailed configuration, retry policies, and debugging tips.

Wait / Delay

Pause before executing the next action:

{
  "type": "wait",
  "config": {
    "duration": 24,
    "unit": "hours"
  }
}

Conditional Branch

Execute different actions based on conditions:

{
  "type": "branch",
  "config": {
    "conditions": [
      {
        "if": {"field": "deal_value", "operator": "greater_than", "value": 10000},
        "then": [{"type": "send_email", "template": "high_value_alert"}]
      },
      {
        "else": [{"type": "send_email", "template": "standard_notification"}]
      }
    ]
  }
}

Variables & Templates

Use double curly braces to insert dynamic values in any action configuration:

Record Fields

{{record.field_name}}     - Access any field on the record
{{record.id}}             - The record's unique ID
{{record.created_at}}     - When the record was created
{{record.updated_at}}     - When the record was last updated

Date Functions

{{now}}                           - Current timestamp
{{date_add(now, 7, 'days')}}      - 7 days from now
{{date_format(record.date, 'MMM D, YYYY')}}  - Formatted date

Text Functions

{{upper(record.name)}}            - UPPERCASE
{{lower(record.email)}}           - lowercase
{{trim(record.notes)}}            - Remove whitespace
{{truncate(record.message, 100)}} - First 100 characters

Automation Examples

Welcome Email Sequence

{
  "name": "New Lead Welcome Sequence",
  "trigger": {
    "event": "record.created",
    "object": "obj_def_leads"
  },
  "actions": [
    { "type": "send_email", "template": "welcome_email" },
    { "type": "wait", "duration": 2, "unit": "days" },
    { "type": "send_email", "template": "follow_up_email_1" },
    { "type": "wait", "duration": 3, "unit": "days" },
    {
      "type": "branch",
      "conditions": [{
        "if": {"field": "status", "operator": "equals", "value": "new"},
        "then": [{"type": "send_email", "template": "follow_up_email_2"}]
      }]
    }
  ]
}

Lead Scoring

{
  "name": "Update Lead Score",
  "trigger": {
    "event": "record.updated",
    "object": "obj_def_leads"
  },
  "actions": [{
    "type": "update_record",
    "fields": {
      "lead_score": "{{
        (record.has_company ? 20 : 0) +
        (record.has_phone ? 15 : 0) +
        (record.page_visits > 5 ? 25 : 0) +
        (record.email_opened ? 20 : 0) +
        (record.link_clicked ? 20 : 0)
      }}"
    }
  }]
}

Next Steps

Triggers — Events that start automations
Conditions — Filter when actions run
Webhooks — Send data to external services
Email Templates — Create templates for email actions