Data & Docs · CONNECTIONWork with TrackVia records in views: list, search, create, update and delete, plus users, apps, views and microservices.
Explore 16 workflow actions for TrackVia, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create records in a view from field names and values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Invite a user to the account by email and name.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete every attachment in a record's attachments field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete every record in a view.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete one record in a view.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete some attachments from a record's attachments field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete the file in a record's file field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one record in a view.
Run a microservice with a JSON payload; the answer is whatever the microservice returns.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List the account's applications, or those with a name.
List the account's microservices.
List the account's users, a page at a time.
List the records in a view with its field structure and total count.
List the account's views, or those with a name.
Search a view's records for text.
Change fields of one record in a view.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in TrackVia. A saved workflow is not a completed provider action.
