Custom Actions to Speed Up Your Workflow!

Custom Actions in Cubicl are predefined actions that lets you perform custom tasks on selected items, boosting workflow efficiency ⚡ and improving the user experience.

Create custom actions to speed up your workflows and add them to your tasks!

Send Notifications: Notify via email, SMS, Slack, or Teams when a task is complete 📧📱.

Fetch Customer Details: Pull CRM data and display it in tasks for quick access 🧑‍💼🔍.

Generate Task Report: Convert task data into a PDF and download it 📊📥.

Open Related Record: Open linked records in other apps (e.g., Salesforce) in a new tab 🔗🌐.

❌ It’s not an automation that runs on every task automatically. Users must trigger it manually when needed.

❌ It’s not created inside Cubicl. Custom Actions are set up elsewhere (like automation tool or another software) and then selected in Cubicl.

❌ It’s not a task itself. It’s an action that helps speed up repetitive processes and enhances task management.

To learn more, please visit the user guide.