Docs/Core concepts
Docs/Core concepts

Action Integrations

An action is what Vaurd does based on the result of a rule. When a flow evaluates a rule, the outcome (pass or fail) determines which action runs, typically to notify someone or hand off to another system. For example, when an expectation is not met, a flow can send an alert or call an external API.

Actions rely on integrations. An integration is a reusable connection to an external service (an email account, a Slack workspace) that you set up once in the platform. Once an integration exists, any flow can use it: the flow's Action node selects the integration and defines what to send.

Action types

Vaurd supports the following action types:

Email

Send an email notification through Outlook or Gmail.

Chat

Post a message to Slack.

Webhook / API call

Call any external endpoint. Use this to notify another system, or trigger downstream logic such as reconciliation.

Creating an integration

Setting up an integration has two steps: create it, then connect the account.

Step 1: Create the integration

  1. Go to Configure → Integrations.
  2. Select New Integration.
  3. Choose an Integration type (for example Gmail, Outlook or Slack).
  4. Enter a Name, and an optional Description.
  5. Select Create.
Screenshot: the 'Create new integration' dialog, with Gmail selected as the Integration type, a Name field (Acme Operations Gmail), and an optional Description field describing the integration's purpose.

The integration now appears in the Integrations list with a Pending status; it has been created, but no account is connected yet.

Screenshot: the Integrations list under Configure → Integrations, showing an Acme Corporate Slack integration with Connected status and an Acme Operations Gmail integration with Pending status and no account.

Step 2: Connect the account

  1. Select the integration from the list to open its details.
  2. Under Connect account, select Connect [provider] (for example Connect Gmail).
Screenshot: the Integration Details panel for Acme Operations Gmail, showing its description and a Connect account section with the Gmail Support option and a Connect Gmail button.
  1. You are redirected to the provider to authorize access: sign in and choose the account you want Vaurd to send from.
  2. After you approve, you are returned to Vaurd and the integration's status changes to connected.

Once connected, the integration is ready to use in any flow's Action node.

The Integrations list

The Integrations list shows every integration you've set up, with:

Name
The integration name, and description.
Provider
The external service (Gmail, Outlook, Slack, and so on).
Account
The connected account, once authorized.
Status
Pending before the account is connected, and Connected once authorization is complete.

You can create multiple integrations of the same type, for example separate Gmail and Outlook integrations for different notification accounts.

Using integrations in flows

To use an integration, a flow uses an Action node, which selects the integration and defines what to send. See the Action node for details.

Diagram: a Rule node evaluates a condition and branches into an Action node on true and a separate Action node on false. Both Action nodes lead out to external targets: Gmail, Slack, Outlook, or a custom API.