Flow toolbox

See where participants are

The boxes indicate the state, and show the current/aggregated number of flow participants and its information.

Insert information from selection

The selection load action is used when you want to load your flow with data from an existing Sweet Automation selection, or a selection you create from the flow. The selection will be the datasource creating the flow participants. This action is one of the most commonly used actions both as the top node to load the flow with participants, but also as part of a larger flow. Read more in our documentation here.

Import data from file

The File action can load a flow with information from a file. Allowed file formats are: xlsx, csv, txt. The File loading action is one of the actions that could be used in both Standard flows and ETL flows. The difference between those two are that for a standard flow the file can be imported directly to a flow or a physical table. For ETL-flows, the file can only be imported to a physical table. You can either Upload a file, or Share a local file. Read more in our documentation here.

Start flow empty

This action is a starting point in a flow that does not load any data. Instead, it serves as a placeholder that can be used in flows with data from external sources, such as API’s or Flow Trigger.

Connect using API

The REST API action allows you to integrate with other solutions. The action allows you to send or requests data from other endpoints, get responses and map these responses to the flow as flow data.

Read information from  incoming e-mails

Get e-mails from one or many inboxes. We support Graph API, Exchange, Microsoft 365, EWS, POP3 and IMAP.

Search for files in a folder

This action allows you to search for files in a specific folder, and/or read the file content and use it in the flow.

Divide the flow into paths

The split task is for dividing the flow into one or more paths based on conditions. Read more in our documentation here.

Move the flow participants 

Move the flow participants to another box or flow. Read more in our documentation here.

Copy the flow participants 

Copy the flow participants to another box or flow. Read more in our documentation here.

Trigger actions and flows

Use to start one or more other actions in the same or other flows. Read more in our documentation here.

Wait for action

Await other flows and its completion before continuing.

Loop action

Loops through flow actions several times.

Run another flow

Run another flow, as part of a flow.

Pause flow temporarily

Gate allows you to pause the flow before letting participants through.

Delete flow participants

This action is used to delete participants in the flow, it is usually an end node in a flow combined with some sort of scheduling or conditions before the flow participants are deleted. If you’d rather inactivate them, use Deactivate action. Read more in the documentation here.

Inactivate flow participant

Inactivate flow participant so it can re-enter the flow, and keeps the participant history in flow. Read more in our documentation here.

Create and run custom SQL scrips

Use SQL action to run custom SQL queries in the flow. Read more in our documentation here.

Add additional information to your flow

The tag action is used to add data to the flow records.

Export flow data

Export action is used to export flow results. Read more about it here.

A command action

Windows command action calls the Windows command promp and allow you to run executable/ batch commands.

Download action

Download action to download a file from an URL to a directory. View example here.

Create a date filter

The process date acts as a timestamp to be used as filter for updated records.

Export files

The export file action lets you export files or attachments from your flow to a specific folder, FTP/SFTP. Read more about it here.

Generate PDF:s or Excel files

Use the PDF/Excel Action to automatically generate PDF:s or Excel files with dynamic content from the flow.

PowerShell action

The Powershell action is a command-line shell and scripting language for Windows that allows you to automate tasks and perform system administration. Read more here.

Send digital documents or invoices to Kivra 

Send information digitally through Kivra with Swedish social security number or VAT number. Read more here.

Send documents for e-signing

Send documents for signing using an e-signing supplier with support for pre-filled signing parties. Automate the way you send documents for signing using an e-signing supplier like Scrive or Signicat. Read more here.

Quickly generate Json

Parse data action

Mapping your data

Matches data from one source with another. It allows you to create a new column in your flow by mapping data based on specific rules. Instead of replacing the original data, a new column is created to store the mapped data. This action is most useful when you have a limited and defined set of options that you want to map data to. For example, you can map a list of product names to corresponding product IDs, which can then be used for further processing in your flow. Overall, the “Map” action is a helpful tool for organizing data in your flow.

Calculate geographical distance

Distance calculator between 2 geographical points using latitude and longitude, either static or dynamic values.

Update phone number format

Trim and change the phone number format.

Extract data from flow

Possible to extract value from text string in flow using regex.

Trim the length of text 

Trim the length of text strings.

Integrate, listen to events  and communicate

Use either Rabbit MQ, Azure Service Bus, Kafka or Google PubSub to queueing, messaging and listening to events. Read more about each provider.

Merge several PDF’s into one

Support to merge multiple
PDF’s into one, very useful when you have several
documents you want to combine and send for e-signing or like.

Read file action

Flexibility to create new or update Sweet CRM

The Sweet CRM Action allows you to seamlessly add, update, or delete data directly in Sweet CRM across multiple entities. This action lets you manage flow participant data and synchronize it with Sweet’s general entities in real time or at a frequency that suits your needs, ensuring your CRM stays accurate and up to date. Read more about it here.

Sweet Marketing action 

The Sweet Market Action is designed specifically for managing marketing entities within the Sweet CRM marketing module. Similar to the Sweet CRM Action, it allows you to create and update participants.

Uploads documents to Sweet CRM

The Sweet Documents Action allows you to upload and attach documents to entities in Sweet CRM. You can use it to upload documents to the Sweet entities. See example here.

Collect Sweet Form answers

The Get Forms answers action allows you to get form responses from a published and answered form. This action extracts data from the form for further use, insights or storage.

Create new Sweet Forms Answersets

The Create Forms answers action allows you to generate new form answer directly from a flow, with values automatically pre-filled using data from the flow.

Add tags to your Sweet entities

The Add tag action lets you quickly add tags to one or many entities in Sweet CRM based on flow data.

Customize your notifications in Sweet CRM/ Forms

The Create Notification action allows you to create custom notifications within Sweet CRM & Forms.

Create notes from flow data or static values

The Sweet Note Action allows you to create notes on Sweet entities, making it ideal for batch updates, or one by one system generated notes.

Add or update contact  details

The Additional contact info action allows you to update or add extra contact information to contacts, companies and private persons in the Sweet CRM.

Receive/ send e-mail
Sweet support both receiving and sending e-mails trough integrations. For incoming e-mails we support the protocols EWS, POP3, IMAP. For sending e-mails we support SMTP and connected e-mail marketing providers.

E-mail marketing
Spotler MailPro offers an exceptional e-mail marketing solution that greatly supports your e-mail send-outs, tracking, and styling. When combined with our Automation and Marketing solution, it provides you with a powerful tool for e-mail marketing.

E-mail & Calendar The Microsoft Outlook connection is a pre-built e-mail and calendar connector for Sweet CRM where users can read and send e-mails, as well as send and receive calendar bookings in Sweet through Outlook.

Track e-mail marketing results
The track results action allows you to split the flow into paths depending of the flow participants behavior and actions related to sent e-mails.

Get/ send files to Teams/ Sharepoint

Sweets Microsoft Teams files connection allows you to download and upload files on Sharepoint through Sweet.

Create tasks

Create tasks in Microsoft To Do.

Roaring Signing Combinations Action

The Roaring Signing Combinations Action is used to validate authorized signatories for organizations by matching criteria such as organization number, social security numbers (SSN), and other identifiers. This action supports country-specific configurations, including Finnish and Danish settings, where additional fields like name, birthdate, and address may be required for validation.

It enables dynamic grouping of signatories and ensures accurate verification by comparing input data against Roaring’s records. Advanced options like splitting data fields using specific characters add further flexibility. This action streamlines the process of validating signatory rights, making it essential for compliance and document signing workflows.

Check if someone is a PEP based on social security number

The Roaring PEP action allows you to check if someone is a Politically Exposed Person, this ie perfect for onboarding, KYC and AML purposes. This action enables the automated screening of individuals against a database of politically exposed persons (PEPs) in Scandinavia and across the globe.

Look for sanctions

The Sanctioned Action allows you to check whether a person or organization appears on sanction lists from the EU, UN, OFAC, UK, or Switzerland. This helps prevent and mitigate the risk of conducting business with entities subject to restrictions or prohibited from trade, ensuring compliance and reducing legal and financial risks.

Get or validate person information

Easily validate or get person information like name, address, gender etcetera.

Get or validate company information

The Company action retrieves general company information, including official addresses, VAT registration, number of employees, tax details, and more. This ensures you have access to accurate and up-to-date company data for your workflows and decisions.

It enables dynamic grouping of signatories and ensures accurate verification by comparing input data against Roaring’s records. Advanced options like splitting data fields using specific characters add further flexibility. This action streamlines the process of validating signatory rights, making it essential for compliance and document signing workflows.

Get or validate the beneficial owner(s)

The Beneficial Owner action identifies the ultimate beneficial owner of a company, organization, or other legal entity. This refers to the individual who ultimately owns, controls, or benefits from the entity, either directly or through another party acting on their behalf.

This action streamlines the process of validating beneficial owners, making it essential for compliance and document signing workflows.

Message broker
By listening to events via Azure Service Bus, Sweet can efficiently manage automated workflows and integrations between systems. The system can listen for specific events happening in other systems and trigger automations based on those events.

Messaging and streaming broker
Rabbit MQ provides great support for message queues, allowing you to seamlessly publish and listen to events in real-time.

Event streaming platform
Kafka is a distributed event streaming platform that helps businesses handle large amounts of data in real time, making it easy to share, store, and process information between different applications.