Workflow Actions
Actions are the tasks workflows execute when a trigger fires and conditions are met.
Each workflow can have one or more actions that execute in sequence. Actions can send messages, update records, call external systems, or add delays between steps.
Messaging Actions
Send SMS
Send an SMS to the contact or a specified number.
Options: Template selection, custom message, merge fields
Send Email
Send an email to the contact or a specified address.
Options: Template, subject, body, attachments
Internal Notification
Notify team members via internal chat or email.
Options: Recipients, message content
Send Webhook
POST data to an external URL for integrations.
Options: URL, headers, payload format
Record Actions
Update Contact
Update fields on the triggering contact record.
Options: Field mapping, static or dynamic values
Add to Group
Add the contact to a specified group.
Options: Group selection
Remove from Group
Remove the contact from a specified group.
Options: Group selection
Assign to User
Assign the contact to a specific user.
Options: User selection, round-robin
Calendar Actions
Create Appointment
Schedule a new appointment for the contact.
Options: Date/time, title, assignee
Cancel Appointment
Cancel an existing appointment.
Options: Appointment reference
Flow Control
Add Delay
Wait before executing the next action.
Options: Minutes, hours, days, or specific time
Branch (If/Then)
Split workflow based on conditions.
Options: Condition logic, branch paths
Best Practices
Test Before Activating
Use test data to verify workflows work as expected.
Use Delays Wisely
Avoid overwhelming contacts with too many rapid messages.
Check Opt-Out Status
Add conditions to respect DND and opt-out preferences.
Monitor Logs
Review workflow execution logs to identify issues.