Actions

Actions are the operations that run when an automation triggers. You can chain multiple actions together in a single automation.

Record Actions

Set Field Value

Update a field to a specific value or calculated result.

Examples:

• Set status to "Qualified" when score reaches 100
• Update last contact date to today
• Calculate total from line items

Clear Field Value

Remove the value from a field, setting it to empty.

Examples:

• Clear assigned user when status is "Closed"
• Remove temporary flags after processing

Increment/Decrement Number

Add or subtract from a number field.

Examples:

• Increment touch count when email is sent
• Decrement available inventory when order is placed

Add Tags

Add one or more tags to a record.

Examples:

• Tag as "Hot Lead" when engagement score is high
• Add source tag based on entry point

Create Actions

Create Record

Create a new record in any module.

Examples:

• Create a task when deal moves to negotiation
• Create follow-up record when support ticket is resolved
• Create invoice when project is completed

Create Task

Create a task assigned to a user.

Examples:

• Create follow-up task 3 days after demo
• Assign onboarding checklist to customer success

Create Note

Add a note to a record's activity timeline.

Examples:

• Log automation actions for audit trail
• Add summary notes when status changes

Communication Actions

Send Email

Send an email using a template or custom content.

Configuration:

• To - Record's email field, linked contact, or specific address
• Template - Choose from saved email templates
• Subject - Static text or dynamic fields
• Body - Rich text with merge fields

Examples:

• Send welcome email when customer signs up
• Send reminder before appointment
• Send invoice when payment is due

Send Email to Record Contact

Send to the primary contact on the record.

Examples:

• Notify customer of status changes
• Send confirmation when request is received

Send Slack Message

Post a message to a Slack channel or user.

Configuration:

• Channel - Select channel or send as DM
• Message - Include record fields and links

Examples:

• Alert sales channel when high-value deal is created
• Notify support when urgent ticket arrives

Send Webhook

Send data to an external URL for integration with other systems.

Configuration:

• URL - The endpoint to call
• Method - GET, POST, PUT, or DELETE
• Headers - Custom headers if needed
• Body - JSON payload with record data

Examples:

• Sync records to external systems
• Trigger Zapier workflows
• Update external databases

Assignment Actions

Assign to User

Assign the record to a specific user.

Examples:

• Assign new leads to sales manager for distribution
• Reassign inactive records

Assign to Team

Assign the record to a team for shared ownership.

Examples:

• Route support tickets to support team
• Assign enterprise deals to enterprise team

Round-Robin Assignment

Distribute records evenly among team members.

Configuration:

• Users - Select which users to include
• Method - Sequential or random distribution

Examples:

• Evenly distribute new leads among sales reps
• Balance support tickets across agents

Advanced Actions

Delay

Wait before executing the next action.

Examples:

• Wait 2 hours before sending follow-up
• Delay notification to batch updates

Conditional Branch

Execute different actions based on conditions.

Examples:

• If deal value > $10k, notify VP; else, notify manager
• Different welcome emails based on plan type

Chaining Actions

You can add multiple actions to a single automation. They execute in order:

Trigger: New lead created
Actions:
  1. Set owner to Sales Team
  2. Create welcome task
  3. Send notification email
  4. Post to Slack #new-leads

Next: See Workflow Examples for common automation patterns.