Actions
Actions are the tasks that your workflow performs when a trigger fires. You can combine multiple actions to create powerful automations.
Available Actions
Send Email
Send an email to the customer, lead, or your team. Use templates or custom content.
Send SMS
Send text messages for reminders, confirmations, and alerts.
Create Task
Create an internal task for your team to follow up or take action.
Update Customer
Update customer properties like segment, score, tags, or custom fields.
Add to Segment
Automatically add or remove customers from segments based on behavior.
Webhook
Send data to an external system via HTTP webhook for integrations.
Delay
Wait for a specified time before executing the next action.
Condition
Branch the workflow based on conditions (if/else logic).
Action Sequence Example
Example: "Appointment Booked" Workflow
1. Send Email — Confirmation to customer
2. Send SMS — Confirmation to customer
3. Create Task — Internal preparation task for team
4. Delay — Wait 24 hours
5. Send Email — Reminder to customer
6. Update Customer — Set segment to "Active Customer"
Action Configuration
Each action has configurable settings. For example, the Send Email action lets you:
- Choose a template or write custom content
- Use dynamic variables (customer name, appointment time, etc.)
- Set the sender name and reply-to address
- Schedule delivery (immediately or with delay)
- Track opens and clicks
Tip
Use the Delay action strategically. A well-timed sequence of actions is more effective than sending everything at once.