Workflow actions reference

Actions are the steps that execute after a workflow trigger fires. You can chain multiple actions together, add delays, and use conditional logic to build sophisticated automations.

Communication actions

Action	What it does	Key settings
Send Email	Sends an email to the contact	Template, subject, from name/address, attachments
Send SMS	Sends an SMS text message	Message body, from number, media (MMS)
Send WhatsApp Message	Sends a WhatsApp message	Template (approved), media
Internal Notification	Sends an alert to a team member	Notification type (email, SMS, in-app), recipient
Send Voicemail Drop	Delivers a pre-recorded voicemail	Audio file, from number
Send Review Request	Sends a review request via email or SMS	Review platform link, template
Send Document	Sends a document/contract for e-signature	Document template
Send Invoice	Sends an invoice to the contact	Invoice template, products, amount
Make Phone Call	Initiates an outbound call	From number, whisper message, recording
Send GMB Message	Replies via Google Business Profile	Message body

Use the Test button on any communication action to preview what the contact will receive before publishing the workflow.

Contact and CRM actions

Action	What it does	Key settings
Create Contact	Creates a new contact record	Fields to populate
Update Contact Field	Changes a field value on the contact	Field name, new value
Add Tag	Applies a tag to the contact	Tag name
Remove Tag	Removes a tag from the contact	Tag name
Add to Smart List	Adds the contact to a smart list	List name
Remove from Smart List	Removes from a smart list	List name
Add Note	Adds a note to the contact record	Note text
Create Task	Creates a task assigned to a user	Title, due date, assigned user
Delete Contact	Permanently deletes the contact	Confirmation required
Update DND	Sets Do-Not-Disturb on a channel	Channel, on/off
Assign User	Assigns or reassigns the contact to a user	User selection, round-robin option
Copy Contact	Duplicates the contact to another account	Target account
Add Follower	Adds a user as a follower on the contact	User

Opportunity and pipeline actions

Action	What it does	Key settings
Create Opportunity	Creates a new opportunity	Pipeline, stage, value, source
Update Opportunity	Changes opportunity fields	Field, new value
Move Opportunity Stage	Moves to a specific pipeline stage	Pipeline, target stage
Change Opportunity Status	Sets status (open, won, lost, abandoned)	New status, lost reason
Delete Opportunity	Removes the opportunity	—
Add Opportunity Follower	Adds a user follower	User

Logic and flow actions

Action	What it does	Key settings
If/Else	Branches the workflow based on conditions	Condition rules (field values, tags, time, etc.)
Wait	Pauses execution for a set time	Duration (minutes, hours, days)
Wait Until	Pauses until a condition is met or a date arrives	Condition or date field
Go To	Jumps to another step in the workflow	Target step
Goal Event	Monitors for an event and exits the contact when it occurs	Event type
Split (A/B Test)	Randomly splits contacts down different paths	Distribution percentage
End Workflow	Stops the workflow for this contact	—
Add to Workflow	Enrolls the contact in another workflow	Target workflow
Remove from Workflow	Removes the contact from another workflow	Target workflow
Remove from All Workflows	Unenrolls from every active workflow	—

Be careful with “Remove from All Workflows” — it stops every active automation for that contact, including unrelated sequences.

Data and integration actions

Action	What it does	Key settings
Webhook	Sends data to an external URL (POST/GET)	URL, method, headers, body
Custom Webhook	Sends a structured payload to an external system	URL, payload mapping
Google Sheets	Adds a row to a Google Sheet	Sheet, column mapping
Zapier	Triggers a Zapier zap	Zap webhook URL
Slack Notification	Posts a message to a Slack channel	Channel, message
Set Custom Value	Updates a location-level custom value	Value name, new value
Math Operation	Performs arithmetic on a field	Field, operation, operand
Update Custom Field	Sets a custom field to a calculated or static value	Field, value
Format Number	Formats a number value	Format pattern

AI actions

Action	What it does	Key settings
GPT-Powered Action	Sends a prompt to an AI model and stores the response	Prompt template, model, output field
AI Decision Maker	Uses AI to evaluate conditions and choose a branch	Decision prompt, branch labels
Conversation AI	Hands off the conversation to an AI bot	Bot selection, channel
Content AI	Generates content (email copy, SMS text) using AI	Content type, prompt, tone

AI actions consume AI credits. Monitor usage in Settings → Billing → Usage.

Payment actions

Action	What it does	Key settings
Create Invoice	Generates an invoice for the contact	Products, amounts, due date
Send Invoice	Sends an existing invoice	Invoice selection
Charge Subscription	Initiates or modifies a subscription charge	Product, amount, interval
Add to Membership	Grants access to a membership/course	Offer, course
Remove from Membership	Revokes membership access	Offer

Membership actions

Action	What it does	Key settings
Grant Course Access	Gives the contact access to a course	Course, offer
Revoke Course Access	Removes course access	Course
Grant Community Access	Adds the contact to a community group	Group
Revoke Community Access	Removes community access	Group

Best practices

Always add a wait between communication steps

Sending an email and SMS simultaneously can feel spammy. Add a 5–15 minute wait between messages, or use a Wait Until action to check if the contact already responded.

Use If/Else to prevent duplicate actions

Before adding a tag or creating an opportunity, check if it already exists using an If/Else condition. This prevents duplicates and keeps your data clean.

Test webhooks with a tool like webhook.site

Before connecting to a production API, test your webhook action with a free tool like webhook.site to verify the payload format.

Name your actions clearly

Click on any action step and rename it to describe what it does (e.g., “Send welcome email” instead of “Send Email 1”). This makes debugging much easier.

Workflow Builder

Triggers

Actions

Logic & Flow

Integrations

Management

Communication actions

Contact and CRM actions

Opportunity and pipeline actions

Logic and flow actions

Data and integration actions

AI actions

Payment actions

Membership actions

Best practices

​Communication actions

​Contact and CRM actions

​Opportunity and pipeline actions

​Logic and flow actions

​Data and integration actions

​AI actions

​Payment actions

​Membership actions

​Best practices

Communication actions

Contact and CRM actions

Opportunity and pipeline actions

Logic and flow actions

Data and integration actions

AI actions

Payment actions

Membership actions

Best practices