Workflow Actions
Automate specific tasks and responses within your workflows, such as sending emails, SMS messages, updating contact details, creating tasks, or setting reminders.
3 articles in this category
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Workflow Actions: Sending Automated Emails, SMS, & WhatsApp
Master the messaging actions inside the workflow builder, custom values, drip delays, and attachment settings.
6 min read•Updated 2 days ago
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Workflow Actions: Internal Team Notifications & Task Assignment
Notify account managers instantly via mobile push, email, or internal CRM chat when high-value leads submit forms.
5 min read•Updated 5 days ago
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Workflow Actions: Custom Webhooks & External API Requests
POST payload data to external servers, Zapier, Make, or custom API endpoints directly from workflow branches.
7 min read•Updated 1 week ago
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