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Send Task

Overview

The Send task pushes data to external systems through configured connections. It's the primary way to send data out from your automation workflows to APIs, databases, cloud services, or other external destinations.

When to Use

Use the Send task when you need to:

  • Send data to external APIs or web services
  • Create or update records in databases
  • Upload files to cloud storage
  • Push data to third-party services
  • Sync data to other platforms
  • Trigger actions in external systems

Settings

Key / Column name

Type: Text field | Optional | Taggable: Yes

Specifies which part of your workflow data to send.

  • Use dot notation for nested data (e.g., order.details)
  • Leave empty to send the entire root data

Connection

Required | Type: Entity selector

Select the connection defining where and how to send data. The connection specifies: - Target system/service (API, database, etc.) - Authentication credentials - Connection-specific configuration

Retrieve response data

Type: Switch with nested config | Default: No

Whether to capture and use the response data returned by the connection.

  • No: Send data and discard response (workflow data unchanged)
  • Yes: Capture response as new workflow data (shows response configuration fields)

When enabled, inherited AbstractRequest fields appear for: - Data extraction from response - Error handling - Response transformation - Data mapping

How It Works

  1. Prepare Data: Retrieves data from Key / Column name location
  2. Validate Connection: Ensures connection exists and supports send operation
  3. Send Request: Executes the connection's send operation with the data
  4. Handle Response:
  5. If Retrieve response is off: Discards response, returns original data
  6. If Retrieve response is on: Processes response using AbstractRequest logic, returns response data
  7. Error Handling: Logs errors if send fails

Use Cases

Create API Record

Configuration: - Key: new_customer - Connection: Salesforce API - Retrieve response: Yes (to get generated ID)

Result: Sends customer data to Salesforce, captures created record with ID.

Update Database

Configuration: - Key: order_update - Connection: MySQL Database - Retrieve response: No

Result: Updates database record, continues with original data.

Upload File

Configuration: - Key: file_data - Connection: AWS S3 - Retrieve response: Yes (to get file URL)

Result: Uploads file, captures URL from response.

Post to Webhook

Configuration: - Key: (empty - send all data) - Connection: Webhook URL - Retrieve response: No

Result: Posts entire workflow data to webhook endpoint.

Best Practices

Select Appropriate Data: Use Key to send only relevant data rather than entire workflow data.

Enable Response When Needed: Only retrieve response data when you need information from it (like generated IDs or confirmation).

Handle Errors: Wrap Send tasks in Attempt tasks when failures are possible and need handling.

Test Connections: Verify connections work correctly before using in production automations.

Use Appropriate Connections: Ensure the connection type matches your target system's requirements.

Notes

  • Connection must support send operation
  • Empty data at specified key logs a message (not an error)
  • Response data configuration only appears when Retrieve response is enabled
  • Failed sends log errors but don't stop automation (unless wrapped in error handling)
  • Dynamic tags supported in Key field
  • Connection credentials and configuration managed separately
  • Some connections may transform or validate data before sending