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Integration Actions

There are certain actions in Agiloft that are available if you integrate your knowledgebase with other systems or use certain integration features. The action will not appear in the actions screen if they are not available in your system.

Gen AI Action

This action type uses generative AI and is available with the Prompt Lab.

Document Analysis Action

This action type extracts contract data and is available with Batch Analysis.

Create DocuSign Envelope Action

This action type is used for creating and processing DocuSign envelopes. The action allows users to define the characteristics of a DocuSign envelope and its recipients and creates the envelope when it is run. For more information, refer to DocuSign Integration.

Create Adobe Sign Envelope Action

This action type is used for creating and processing Adobe Sign envelopes. The action allows users to define the characteristics of an Adobe Sign envelope and its recipients and creates the envelope when it is run. For more information, refer to Adobe Sign Integration.

Payment Action

Payment actions allow you to process a credit card payment with authorize.net. Credit card payments are currently in beta testing.

Sync Action

Sync actions identify a sync rule to be run. The sync rule itself must be set up in the Setup > Sync screen first. Syncing is enabled for Asset Discovery, Exchange, MS Excel, SCCM, and various other systems and third-party system adapters. The Sync Action wizard consists of Name and Description fields, as well as a lookup field for the External System ID. Click the lookup to search for and import the sync ID to create the action. For more information, see External System Synchronization.

WMI Action

WMI actions provide a method for polling and pulling configuration information, using the Microsoft WMI protocol, from Windows-based machines on a network. The action defines the domain controller, machines to be included in the polling, and where to save the data.

WMI fields can be added to a user record, and when that user logs in, his machine information can be updated automatically; or they can be added to an asset record and the polling can be run in a timed rule. For more information, see Windows Management Instrumentation.