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Workflow actions are the tasks Hoop executes after a trigger fires. You can chain as many actions as needed, add conditional branches, set wait times, and use premium actions for advanced logic.

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Adding an action

In the workflow builder, click the + icon at any point in your workflow chain. A panel opens where you can search or browse available actions. You can also drag an action from the sidebar onto the canvas. To disable an action temporarily, hover over it and click the pause icon. The action is skipped during execution but remains in the workflow — useful for testing.

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Communication actions

Send an email to the enrolled contact. Choose from saved templates or compose inline. Supports custom values, attachments, and trigger links. You can also CC and BCC additional recipients.
Send an SMS message to the contact’s phone number. Supports custom values, snippets, attachments, trigger links, and emoji. You can schedule the message for a later time.
Send a message via WhatsApp to contacts who have an active WhatsApp connection. Supports templates, custom values, and media attachments.
Send a Facebook Messenger message to the contact. The contact must have messaged your connected Facebook page within the last 24 hours. Supports templates, custom values, and file attachments.
Send a direct message via Instagram to a contact who has previously messaged your connected Instagram account.
Initiate a phone call to the contact from a selected number in your account.
Automatically connect a team member’s call with a lead — useful for power dialer workflows.
Drop a pre-recorded voicemail into the contact’s voicemail box without ringing their phone.
Create a manual task prompting a team member to call the contact.
Create a manual task prompting a team member to send an SMS.

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Contact management actions

Create a new contact record or update an existing one based on incoming data. Requires either an email or phone number as an identifier. Works with the Inbound Webhook trigger to handle contactless executions.
Update fields on the enrolled contact — name, email, phone, address, custom fields, and more.
Permanently remove a contact record from Hoop.
Add one or more tags to the enrolled contact.
Remove specified tags from the enrolled contact.
Toggle Do Not Disturb on or off for a specific channel (SMS, email, WhatsApp, etc.).
Append a note to the contact’s record. Supports custom values to dynamically populate the note content.
Create a task on the contact’s record, assignable to a specific team member with a due date.
Assign or reassign the contact to a specific team member.
Remove the currently assigned user from the contact.
Add or remove followers from the contact record.
Increase or decrease the contact’s engagement score by a specified amount.

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Opportunity and pipeline actions

Create a new opportunity card in a specified pipeline and stage.
Create a new opportunity or update an existing one based on matching criteria.
Search for an existing opportunity by defined criteria, making its data available to later actions.
Assign a user as the owner of an opportunity.
Add one or more followers to an opportunity card.

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Appointment actions

Automatically book an appointment on a selected calendar for the contact.
Add a note to a booked appointment.
Hand the contact off to an AI bot that will engage them in conversation and attempt to book an appointment on your selected calendar. The bot can send the first message proactively or wait for a reply. Automatically creates an If/Else branch for booked, timed-out, and other outcomes.

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Workflow control actions

Split contacts into different action paths based on conditions. Supports up to 10 branches, AND/OR logic, segment mixing, and a “None” branch for contacts that don’t match any condition. Use Scenario Recipes to start from a pre-built conditional template.
Pause the workflow for a set amount of time before continuing to the next action.
Control the rate at which contacts flow through a step. Set a batch size (1–10,000 contacts) and drip interval (1 minute–7 days) to prevent overwhelming your system or messaging channels.
Jump to a specific action elsewhere in the workflow, enabling loops or skipping steps.
Mark a goal milestone in the workflow. Contacts who meet a defined condition will skip ahead to this point, no matter where they are in the sequence.
Enroll the contact in a different workflow.
Remove the contact from the current workflow or another specified workflow.

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AI and automation actions

Activate the Conversation AI bot to handle the contact’s messages automatically in the selected channels.
Configure the Conversation AI bot specifically to focus on booking appointments.
Trigger an outbound call using a configured Voice AI Agent. Select the agent and phone number to use.
Run a custom GPT prompt within your workflow and use the output in subsequent actions via custom values.

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Internal tools and integrations

Send an HTTP request to an external endpoint with custom headers, body, and authentication. Supports OAuth2. The response data is available to subsequent actions as custom values.
Execute custom JavaScript within the workflow. Supports external HTTP requests, AI-powered code generation, and a test runner. All output is available as custom values in subsequent actions.
Read from or write to a Google Sheets spreadsheet. Options include creating a single row, creating multiple rows, or looking up values.
Post a message to a Slack channel or user.
Add the contact to a Google Ads customer match list.
Send a conversion event to Google Analytics.
Fire a Meta (Facebook/Instagram) conversion event directly from the workflow.
Add or remove the contact from a Facebook custom audience.

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Payment and affiliate actions

Generate an automated marketing audit report for the contact.
Grant or revoke a membership offer for the enrolled contact.
Add or remove the contact from a community group.
Issue a completion certificate to the contact for a course or program.
Attribute the contact to an affiliate in your Affiliate Manager.
Enroll the contact in an affiliate campaign.
To copy an action from one workflow to another, right-click the action module (or click its three-dot menu) and select the clipboard icon. Then open the destination workflow and paste.
Last modified on March 4, 2026