The Action picker shows each action as module · action, for example Tasks · Create task. Your beehive only sees actions from modules that are switched on, and you only see actions whose permissions you hold. Action type in flight history shows the key.

Summary

Action	Key	Module	Extra permission	Needs a contact
Call a webhook	workerbees.call-webhook	Worker Bees (always available)	Read access to the trigger’s records	No
Emit an event	workerbees.emit-event	Worker Bees (always available)	Read access to the trigger’s records	No
Create task	tasks.create-task	Tasks	tasks:write:tasks	No
Email a colleague	notifications.send-email	Notifications (always available)	None	No
Post to Microsoft Teams	notifications.send-teams	Notifications (always available)	notifications:read:targets	No
Post to Slack	notifications.send-slack	Notifications (always available)	notifications:read:targets	No
Email a contact	relationships.email-contact	Relationships	relationships:read:contacts	Yes
Text a contact	relationships.sms-contact	Relationships	relationships:read:contacts	Yes

Every action also needs workerbees:admin:automations to set up. Settings marked Insert data accept {{ payload.x }} tokens; see Insert data from the event.

Call a webhook

Sends the triggering event’s details, as JSON, to an external URL. See Send event details to another system.

Setting	Required	Details
URL	Yes	Up to 2,000 characters. Must be a public address
Method	No	POST or PUT. Requests are currently always sent as POST
Headers	No	JSON object of header names and text values

Emit an event

Publishes a new event in your beehive that other systems can listen for.

Setting	Required	Details
Event type	Yes	Up to 100 characters
Payload	Yes	JSON

Create task

Creates a task in Tasks.

Setting	Required	Details
Title	Yes	Up to 200 characters. Insert data
Description	No	Up to 2,000 characters. Insert data
Assignee	Yes	A team member
Follower	No	A team member who follows the task
Due in days	No	Whole number from 0 to 3,650, counted from when the bee runs (in UTC). Left empty, the task is due in 7 days

Email a colleague

Emails one team member a fixed summary: the event type, event ID and time. The wording can’t be changed.

Setting	Required	Details
Recipient	Yes	A team member

Post to Microsoft Teams

Posts to a Teams channel registered as a notification target. See Post to Slack or Microsoft Teams.

Setting	Required	Details
Teams channel	Yes	A notification target
Message	No	Up to 2,000 characters. Insert data. Empty sends “Automation triggered.”

Post to Slack

Posts to a Slack channel registered as a notification target, with the event type and time shown underneath.

Setting	Required	Details
Slack channel	Yes	A notification target
Message	No	Up to 2,000 characters. Insert data. Empty sends “Automation triggered.”

Email a contact

Emails the contact the event is about, as plain text, if their consent allows. See Email or text a contact.

Setting	Required	Details
Contact	Yes	The event field holding the contact’s ID, such as contactId
Consent purpose	Yes	One of your active purposes, or Transactional — no consent check (receipts and confirmations)
Subject	Yes	Up to 200 characters. Insert data
Body	Yes	Up to 10,000 characters. Insert data

Text a contact

Sends the contact a text message to their phone number, if their consent allows. The number must be in international format, such as +447700900123.

Setting	Required	Details
Contact	Yes	The event field holding the contact’s ID, such as contactId
Consent purpose	Yes	As for Email a contact, checked against the contact’s SMS consent
Message	Yes	Up to 900 characters. Insert data

Contacts recorded as a child or as deceased are never emailed or texted, whichever purpose you choose.

When an action fails

Outcome	Retried automatically?
A wrong or missing setting, refused consent, or missing contact details	No
A webhook answering with an error, timing out or redirecting	No
Slack or Teams rejecting a post	Yes
A ThirdSectorBee module that’s temporarily unavailable or slow to answer	Yes

See Read a Worker Bee’s flight history.