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Actions and triggers

The building blocks of Plays are called actions. Each action is a different step of a Play, each representing a different task that can be automated in Unify. Every Play stars with a special type of action called a trigger. A trigger is the starting point of your Play which defines when the Play should be executed and what data should be provided to it.

An empty Play showing the trigger selection panel.

Here are a few of the triggers you can choose from:
  • Record enters an Audience: Run a Play once on every company or person that “enters” an Audience. Audiences can be reused across multiple Plays.
  • Record matches criteria: Run a Play once on every company or person that matches a set of filters. This trigger is similar to the audience trigger, but it doesn’t require you to create a separate audience. Useful when you don’t need to create a reusable audience.
  • Manual: Only run a Play when it is manually triggered. For example, you can send individual companies or people to a Play, or you can send an entire audience.
Once the trigger is selected, you can start adding additional actions to the Play. Each action performs a different task. Actions can be chained together or perform branching logic based on the results of the previous action. Here are some of the most commonly used actions:
  • AI Agent Qualification: Perform AI-powered research to answer qualifying questions about a company or person.
  • Prospect for new People: Find new people at a company matching specific personas. You can specify a limit on the number of people to find.
  • Sequence Enrollment: Enroll a person in a sequence. You can route people to different mailboxes and sequences based on their persona.
  • Write to Salesforce or HubSpot: Sync a company or person to Salesforce or HubSpot. This will create or update a record in your CRM.
You can find details about the full set of available triggers and actions in the reference sections below:

Triggers

See the full list of triggers available in Unify and how to use them.

Actions

See the full list of actions available in Unify and how to use them.

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Inputs and outputs

Each action receives an input and produces an output. Actions in the Play Builder have small colored symbols that represent what type of input and output they expect. Here’s what each symbol represents:
SymbolValue
A single person record.
A list of one or more person records.
A single company record.
Plays work by connecting each action’s output to a matching input on another action. This is how data flows through the Play and how each action knows what to do.

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Connecting actions

To connect two actions, click on the output symbol of the first action and drag the connection to the input symbol of the second action.

Connect two actions by dragging a connection line between them.

When adding a new action to the Play Builder, you can drag and drop it on top of another action to automatically connect them.

Drag a new action onto another action to quickly connect them.

Another shortcut for connecting actions is to move any action near to another action. Once the input and output symbols are close enough, they will automatically be connected.

Move an action near another action to automatically connect them.

To delete a connection, click on the connection line and press the Backspace or Delete key.

Delete a connection by clicking on it and pressing the backspace key.

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Save and publish

When you first create a Play, it is automatically saved as a draft. You can leave and return later to finish building the Play without losing your progress. Once you’re ready to start running the Play, you can publish it. Published Plays will run automatically based on the trigger you’ve selected. To publish a Play, click the Publish button in the top right corner of the Play Builder.

The confirmation shown when publishing a Play.

After publishing a Play, you can still make changes to it. Any changes you make will be saved as a new draft. You can publish the new draft at any time by clicking the Publish button again. You can also discard the draft and revert to the last published version. If you want to temporarily stop a Play from running, you can pause it by toggling the pause button to the left of the Publish button. Pausing a Play will prevent it from running until you resume it.

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View logs

Once a Play starts running, you can view the logs to see which companies and people the Play has run on. In the top left corner of the Play Builder, click on Logs to see the full history of Play executions.

The logs view showing the history of Play executions.

Within the logs view, you can see the status of each Play execution, including in-progress, completed, and failed executions. You can click on any row of the logs table to see more details about that specific execution.

The details view showing the results of a single Play run.

The exact path this record took through the Play is highlighted on the right side of the details view. You can see exactly which actions ran and what the results were at each step.

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View metrics

In addition to logs, you can view metrics for each Play to see how it’s performing over time. In the top left corner of the Play Builder, click on Metrics to see overview metrics and charts for the Play and each of its actions.

Overview metrics for the play.

You can click on any action to see detailed information about how it’s performing. For example, clicking on an agent qualification action will let you measure how many records are being qualified over time and why.

Detailed metrics about an AI Agent Qualification action.

The action-specific metrics pages will also show you the records that have passed through that action and their results.