Workflow Actions¶
Actions are the steps that execute when a workflow triggers. Chain multiple actions together to automate complex processes.
Available Actions¶
Communication¶
| Action | Description |
|---|---|
| Send email | Send a template email via your sending domain |
| Send notification | Send an in-app notification to a user |
| Send Slack message | Post a message to a Slack channel |
| Send webhook | Fire an HTTP request to an external URL |
Record Management¶
| Action | Description |
|---|---|
| Update record | Change a field value on the triggering record |
| Change stage | Move a deal or ticket to a specific stage |
| Assign owner | Change the record owner (specific user or round-robin) |
| Add tag | Apply a tag to the record |
| Remove tag | Remove a tag from the record |
Lists & Sequences¶
| Action | Description |
|---|---|
| Add to list | Add the contact to a specific list |
| Remove from list | Remove the contact from a list |
| Enroll in sequence | Start an email sequence for the contact |
Tasks¶
| Action | Description |
|---|---|
| Create task | Create a task assigned to the record owner or a specific user |
Flow Control¶
| Action | Description |
|---|---|
| Delay | Wait a set amount of time before the next action |
| If/else branch | Evaluate a condition and follow different paths |
Configuring Actions¶
Each action has its own configuration. For example:
Create task:
- Subject: "Send proposal to {{contact.first_name}}"
- Assigned to: Deal owner
- Due: 1 day from now
Send Slack message:
- Channel: #sales-wins
- Message: "Deal {{deal.name}} closed for {{deal.amount}}!"
Actions support merge fields using {{entity.field}} syntax to insert dynamic values.
Action Order¶
Actions execute in the order you define them. Drag actions in the workflow builder to reorder.
Pro Tip
Place a delay before follow-up actions. For example, wait 3 days after a deal stage change before checking if it has progressed further.