Actions are steps upon a contact's path within an Automation.

Click the [+] sign to add an Automation Step.

On your Automation Step, click Actions, select the Action you'd like to add, follow the specific instructions, then click Save.

You can take the following Actions within your Automations

  • Change field value

  • Change tags

  • Update pipeline status

  • Start automation

  • Cancel automation

  • Start sequence

  • Cancel sequence

  • Send email

  • Send survey

  • Send text message

  • Request info through text message

  • Notify team member via email

  • Notify team member via text message

Learn how to set up your full Automation here.

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