Available Automation Actions

What this does

Actions are what your automation rules do when they fire. You can chain multiple actions together in a single rule.

Available actions

• Send Email — send a template email to the contact
• Create Deal — automatically create a deal for the contact
• Update Contact — change a field on the contact (e.g. set type to Customer)
• Assign Owner — assign the contact or deal to a team member
• Add to Sequence — enrol the contact in an email sequence
• Create Task — create a reminder task for a team member
• Send Webhook — send data to an external URL (Zapier, Make, etc.)
• Delay — wait a set period before running the next action
• Send Notification — notify a team member via in-app notification

Step by step

1. Inside a workflow rule, click + Add Action
2. Select the action type
3. Configure the action:
   • For emails, choose a template
   • For assignments, select a team member or use round-robin
   • For delays, set hours or days
4. Add more actions if needed — they run in sequence
5. Click Save

Tips

• Use delays between actions for natural-feeling follow-ups
• Round-robin assignment distributes leads evenly across your team
• Webhook actions let you connect to any external tool