PowerActions | Qntrl | Online Help

PowerActions

PowerActions help you connect Qntrl with third-party applications using secure authorized connections.

Use PowerActions to perform actions in connected applications from Qntrl workflows. You can share field values from Qntrl with the connected application to maintain data consistency across systems.

PowerActions can be triggered from:

  • Business Rules
  • Blueprint after-transitions
  • Circuit executions
   Creating a PowerAction involves two steps:
  1. Configure the action to be performed in the connected application.
  2. Create or select a connection to authorize the application’s usage in Qntrl.

When the configured Business Rule, Blueprint transition, or Circuit state is executed, the PowerAction is triggered and the action is performed in the connected application using the authorized connection.

Creating a PowerAction involves two simple steps:
  1. Configure the action to be performed in the application from a Business Rule, a Blueprint after-transition, or a Circuit state.
  2. Create a connection to authorize the application's usage in Qntrl.

When the configured Business Rule, Blueprint transition, or Circuit state is executed, the PowerAction is triggered and the action is performed in the connected application using the authorized connection.


Benefits of PowerActions

  1. Automate the actions to be performed in third-party applications
  2. Improve process efficiency across all applications used in your business
  3. Maintain data consistency by sharing information from Qntrl to other applications
 

Business Scenario 

Swerio Mart uses Qntrl as its central procurement management system, while local outlets manage stock in a third-party inventory application.

Whenever a procurement request is updated in Qntrl, the inventory application must also receive the latest procurement details.

PowerActions can connect Qntrl with the inventory application and perform the required action automatically when a Business Rule, Blueprint transition, or Circuit state is executed.

This helps keep procurement data consistent across applications.

 

How to invoke PowerActions 

  1. Navigate to settings>> Extensions >> Integrations
  2. Click Invoke next to PowerActions. 


Notes
Only the Organization Owner can invoke this integration the first time. However, after the initial invocation, the integration can be enabled by any user.
 

Create PowerAction from Business Rules 

Use Business Rules to trigger PowerActions when a configured rule condition is met.

To create a PowerAction from a Business Rule:

  1. Click the setting gear iconin the left pane.
  2. Navigate to Automation >> Business Rules.
  3. Create a new business rule or edit an existing one. Learn how to create new business rules.
  4. Enter the rule details— associate a board, enter a name and description, and choose when to execute the rule.
  5. Click Next.
  6. Under Criteria and Actions, set a criteria, and click the + button next to Instant Actions or Schedule Actions.
  7. Select PowerActions from the dropdown. Note that this option is listed here only after the integration is invoked.
  8. Select the application to connect with Qntrl using PowerActions. The actions you can perform in this application via Qntrl are listed in the right panel.

  9. Click Next.
  10. Choose an action to configure. Click Next.
  11. Enter the PowerAction name.

  12. Select an existing connection or create a new connection, and click Next.
  13. Configure the details required for the application to trigger the action. You can select placeholders from the right panel. All fields of the board except line items and notes are displayed here.

  14. Click Done.
  15. Save the business rule.
Notes
You can associate up to three PowerActions in each Business Rule.
 

Execute PowerAction from Business Rules 

A PowerAction configured in a Business Rule is executed when the Business Rule condition is met.

Example:

If the Business Rule is configured to execute when a card is created, creating a new card in the associated board triggers the PowerAction.

The configured action is then performed in the connected application using the selected connection.


Create PowerAction from After Transition in Blueprints  

Use Blueprint after-transitions to trigger PowerActions after a transition is performed.

To create a PowerAction from a Blueprint transition:

  1. Navigate to settings>> Boards >> Automation.
  2. Select an existing board or create a new board. Learn how to create boards.
  3. Move to Step 2: Design Blueprint, and select a transition.
  4. Navigate to the After section and select PowerActions. Note that this option is listed here only after the integration is invoked.
  5. Select the application you’d like to connect with Qntrl. The actions that can be performed in this application via Qntrl are listed in the right panel.
  6. Click Next.
  7. Choose an action to configure. Click Next.
  8. Enter the PowerAction name.
  9. Select an existing connection or create a new connection, and click Next. 
  10. Configure the details required by the application to trigger the action. You can select placeholders from the right panel. All fields of the board except line items and notes are displayed here. 
  11. Click Done.
  12. Save the blueprint.
  13. Publish the board.
Notes
You can associate up to three PowerActions in each Blueprint after-transition.
 

Execute PowerAction from After Transition in Blueprints 

A PowerAction configured in a Blueprint after-transition is executed when the corresponding transition is performed.

Example:

If a PowerAction is configured to create an event in Zoho Calendar after a transition, performing that transition in a card triggers the PowerAction and creates the event using Qntrl field values.


Associate Existing PowerActions

Use existing PowerActions when you want to reuse an already configured action in a Business Rule or Blueprint.

To associate an existing PowerAction:

  1. Navigate to PowerActions in a Business Rule or Blueprint.
  2. Switch to Existing Action tab.
  3. Click on the existing action name to associate.
  4. Edit the values if necessary and click Done.
 
Notes
You can associate up to three PowerActions in each Business Rule or Blueprint.

Execute PowerActions in Circuits

PowerActions can be executed from Circuits to perform actions in connected applications as part of a workflow.

After an application is invoked through PowerActions, the available actions are automatically listed as states under the Power Actions category in Circuit Builder. These states can be configured within a Circuit to perform actions in the connected application during Circuit execution.

For detailed information about configuring and using Power Action states in Circuits, refer to Power Actions in Circuits.


View PowerActions and Connections 

Use the PowerActions page to view all configured actions and connections in your organization.

To view PowerActions and Connections:

  1. Navigate to settings>> Extensions >> Integrations.
  2. Select PowerActions.

The PowerActions tab lists all configured actions.

The Connections tab lists all connections associated with PowerActions.

 

Track in PowerAction Usage

Each organization in Qntrl is provided with a 100-point credit each month. Every time a PowerAction is executed, a 1-point credit is deducted. If the entire credit gets exhausted, PowerActions will fail to execute.
 
 
If you’d like to extend your credits or know more about this, please drop an email to us at support@qntrl.com.
 

Track PowerAction Executions

Use execution tracking to verify whether a PowerAction was executed successfully.

PowerAction executions are recorded in:

  • The card’s Activity section with a timestamp
  • Audit Logs, which track action and connection activity

Edit PowerActions 

Only the user who created a PowerAction can edit it.
  1. Navigate to settings >> Extensions >> Integrations.
  2. Select PowerActions.
  3. Select an action name to edit.
  4. Click Edit Action Fields at the top-right corner of the popup.
  5. Make necessary changes to the action.
  6. Click Done.
  7. Save the changes.

Create Connections in PowerActions 

To create connections for PowerActions:
  1. Navigate to PowerActions.
  2. Select the Connections tab.
  3. Click New Connection.
  4. Select the application and click Next.
  5. Enter a connection name, select an action, and click Next.
  6. Authorize the connection.
 After successful authentication, the connection is created and listed under the Connections tab.

Delete Connections in PowerActions 

Connections actively associated with Business Rules, Blueprints or Circuits cannot be deleted.
  1. Navigate to PowerActions.
  2. Select the Connections tab.
  3. Hover over a connection name and click more options.
  4. Select Delete Connection.
  5. Confirm your action.
 

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