Create a Custom Action

Set up a custom action in the rules engine to automate calling APIs and update systems of record ensuring customer information is kept relevant.

• Create a rule
• Link an API in the Custom Action Settings page

For example, a custom action can be used to create automated workflows, such as triggering an external gift card sending API when a condition has been met in CX.

Note: If you experience difficulty calling the APIs, please contact Alida Technical Support.

1. Click Create An Action to set an action to occur when the condition is met.
2. In the Action Type list, select Custom Action.
3. Select an API created from the Custom Action Name list.
4. Optional: Click Insert Variables to add a data source variable or an organizational hierarchy variable.
   

   Note: There may or may not be fields to pipe in variables depending on whether JSON fields were entered in the Request Body when setting up a custom action.
5. On the top right of the page, save the rule using one of the following options.
   • Click Save As Draft if creating a new rule.
   • Click Save if saving an existing rule.
6. When you are ready to enable the rule, click Draft > Enable Now.
   
7. Optional: To disable an enabled rule, click Enabled > Disabled.
   

Parent topic: Rules engine

Related information

• Insert organizational hierarchy variables into your action
• Insert data source variables into your action