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Send Data Workflow Actions

Send Data Workflow Actions enable you to export and distribute information from your Stack workflows to external systems, team members, or customers. These actions help ensure that critical data reaches the right destinations in appropriate formats at the right time.

Available Actions​

Use Cases​

  • Generate and distribute monthly reports automatically
  • Export customer data for external analysis
  • Create and send customized proposals or contracts
  • Back up important workflow data to cloud storage
  • Share information with partners or vendors in standardized formats
  • Export transaction details for accounting systems
  • Create audit trails for compliance requirements
  • Distribute marketing collateral based on customer engagement

Key Features​

  • Format Conversion: Transform data into various formats (CSV, PDF, JSON, etc.)
  • Dynamic Content: Include variable data from workflow context in exports
  • Scheduled Distribution: Send data on regular intervals or specific triggers
  • Customizable Templates: Use templates for consistent document formatting
  • Secure Transfer: Ensure data is transmitted using secure protocols
  • Filtering Options: Export only relevant data subsets based on criteria

Send Data Workflow Actions bridge the gap between your Stack system and external stakeholders or systems, ensuring that valuable information flows seamlessly to where it's needed most.