What is an Action

Modified on Fri, May 22 at 10:50 AM

What is an Action?

Definition

An Action is a step in a Flow that runs after the Trigger, defining how the system sends or processes a file. Each action is tied to a Connector, a Document Type, and a Connection.

Account Level

Actions are configured inside Flows, which are managed at the Customer level. A Customer account login is required to access and configure Action steps.

Available Actions (Connector Actions)

All available actions are listed in Advance Config → Connector Actions. Each row shows the Connector, Action Name, whether it is a Trigger-type action (✓), and the supported Document Types:

Connector Actions — full list of available actions by connector (Amazon S3, Amazon Seller Central, Azure Storage, Dynamics 365, etc.)

Types of Actions

Send Action — Sends the processed file from Simplify out to an external connection. A special case is the Windows Service Send, where the file is marked as WaitingForDownload until a local Windows Service downloads it.
Receive / Pull Action — Pulls or receives files from a connection. These are typically used as Triggers but can appear as action steps in certain connector types.
Execute Action — Processes the file within Simplify internally without sending to an external destination.

Where to Find It

Navigate to: My Flows → Flows → click ··· → Config to open the Flow Configuration:

Title: Flows list — ··· menu (Edit / Config / Delete / Clone) - Description: Flows list — ··· menu (Edit / Config / Delete / Clone)

Flows list — ··· menu (Edit / Config / Delete / Clone)

Click the settings icon (⚙) on any step (Trigger or Action) to open its Step Configuration:

Title: Flow Configuration — settings icon on the Trigger step highlighted - Description: Flow Configuration — settings icon on the Trigger step highlighted

Flow Configuration — settings icon on the Trigger step highlighted

In the Step Configuration dialog, the Select Action tab shows the current Action, Document Type, and Connection:

Title: Step Configuration — Select Action tab: Action (Windows Service Receive Documents), Document Type, Connection - Description: Step Configuration — Select Action tab: Action (Windows Service Receive Documents), Document Type, Connection

Step Configuration — Select Action tab: Action (Windows Service Receive Documents), Document Type, Connection

Additional Configuration

Each Action step can also include:

Setup Condition — to control whether the step runs based on document content or previous step results.
Setup Partners — to assign specific trading partners to this step.
Setup Acknowledgments — to configure acknowledgment handling for EDI document types.

For more details, refer to the following articles in the Knowledge Center:

Flow Steps Documentation