Professional Services Automation Invocable Action Reference
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Actions
Analyse Assignment Hours Variance
Generate Project Summary
Get Available Project Summaries
Query Assignments for Specified Records
Query Milestones for Specified Projects.
Query Project Tasks for Specified Records
Save Timecards
Submit Timecards
Suggest Timecards
Billing
Create Billing Documents Asynchronously
Create Billing Documents Synchronously
Project Task Management
Complete Project Tasks
Start Project Tasks
Resource Management
Close Assignments
Create Assignment and Assign Resource
Create Plan for Assignment Reallocation
Execute Plan
Find Assignments for Resource
Search Resources for Record
Split Assignment to Assignment
Split Assignment to Resource Request
Swap Resource on Assignment
Services Credits
Adjust Services Credits on Milestones - Automatic Selection
Adjust Services Credits on Milestones - Manual Selection
Allocate Services Credits to Milestones - Automatic Selection
Allocate Services Credits to Milestones - Manual Selection
Expire Services Credits Customer Purchases
Services Deliverables
Add Services Deliverables with Monetary Pricing to Project
Add Services Deliverables with Services Credits Pricing to Project
Skills
Mark Skill Active
Mark Skill Inactive
Mark Skill Set Active
Mark Skill Set Inactive
Retrieve Outdated Skills
Search Skill Sets
Search Skills
Skills Extraction
Match Skills
Templating
Add Assignments from Template
Add Milestones from Template
Add Project Tasks from Template
Add Records from Template
Add Resource Requests from Template
Create Project from Template and Account
Create Project from Template and Opportunity
Time Management
Query Timecards for Specified Projects.
Professional Services Automation Invocable Action Reference, Summer 2026
Updated Wednesday, August 12, 2026
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