> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Workflow actions reference
> Complete reference of every workflow action available in HoopAI, organized by category with key settings and tips.
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
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.
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.
Before connecting to a production API, test your webhook action with a free tool like webhook.site to verify the payload format.
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.