Actions – RevOS Documentation & Support

What Are Actions?

Actions connect RevOS to external systems, enabling you to push data from your Tables to operational tools like CRMs, marketing platforms, and communication services.

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For technical users: Actions enable Data Activation / Reverse ETL - pushing data from RevOS to your operational tools.

Common use cases:

Sync contact data to your CRM

Enrich records with external data (company info, email verification)

Automate outreach workflows

Update records in connected systems

Actions run on individual objects (rows) in your Table, processing each record with the data you've mapped.

How Actions Work

The conceptual flow is straightforward:

Add an Action column to your Table

Map your data fields to the action's required inputs

Run the action - immediately for one record or in batch for all

View results directly in your Table

Getting Started

Prerequisites

Before adding an Action, ensure you have:

A connected integration (set up via Settings → Integrations)

A Table with data columns - you can only map columns that already exist

Adding an Action Column

Open your Table

Ensure you have columns with the data you need (e.g., email, name, company domain)

Click "Add" → select "Action"

Browse available actions grouped by integration

Configure "Data mapping" - map your Table columns to action input fields

Save the action

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Important: Create the data columns you need before adding the Action. The mapping interface only shows existing columns.

Running Actions

You have three ways to execute actions:

Method	Description	Use Case
Run Now	Execute for a single record immediately	Testing, one-off updates
Batch Run	Execute for all records in the table	Initial sync, bulk operations
Scheduled	Automatic execution at defined intervals	Ongoing synchronization

Progress tracking and status updates appear directly in your Table as actions execute.

Scheduling Actions

Scheduling enables automatic, recurring execution of actions to keep your data synchronized across systems.

How to Set Up a Schedule

Click the action column header → Configure Action

Switch to the "Schedule" tab

Enable the "Enable Schedule" toggle

Select your interval:

Hourly

Every 2, 3, 6, 8, or 12 hours

Every 24 hours (daily)

Click Save Schedule

The interface shows last run and next run times so you can track execution.

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Tip: Use scheduling when you need to keep data continuously synchronized between RevOS and external systems.

Understanding Results

Status Indicators

Each record shows a status in the Action column:

Running - Action is currently executing

Delayed - Action is queued (e.g., due to rate limits)

Success - Action completed successfully

Failed - Action encountered an error

Viewing Execution Details

Click the expand button on any Action cell

View execution history grouped by date

See input/output data and any error messages

Re-run failed actions or re-execute with updated data

Error Handling

AI error explanations are available on Growth/Enterprise plans

Automatic retries occur for temporary failures (rate limits, timeouts)

You can manually re-run any action from the execution history

Tips for Success

Verify integration credentials are valid before running actions

Check required fields in the action configuration before execution

Use batch mode for bulk operations rather than running individually

Monitor execution history to catch and address failures early

Start with a single record to test your mapping before batch execution