Action

The action component of the rule specifies which transfers will be executed, their destinations, and the amounts to be moved. You can choose from various "Action Types" to determine the transfer amount, and you have the option to create multiple actions that occur one after the other.

Creating an action

Each rule is created with a default action. To select your desired action type, simply use the dropdown menu and configure the logic as needed.

Deleting an action

After adding multiple actions, a 🗑️ icon appears next to each one. Simply click this icon to delete the corresponding action.

 

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Adding an action

To add an action, scroll down to the last action and click the "+" icon.

 

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Changing the order of actions

The order of actions determines their execution sequence. Prioritize the most important actions by placing them at the top of the list. If an action fails due to insufficient funds or an unexpected error, subsequent actions won't run, and the rule will stop. You'll receive an email notification about the rule's failure. To reorder actions, hover over an action, click and drag the six dots that appear to the left of the action number, and move it to your desired position.

 

 

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Learn more about action types

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