Workflow Actions

Workflow Actions

Adding workflow actions is the subsequent step following the incorporation of workflow triggers. At this stage, you are instructing your workflow on the specific actions you wish to be executed, eliminating the necessity for manual day-to-day tasks. Workflow actions encompass tasks like sending emails or SMS, internal notifications, adding or removing tags, updating opportunities, and more!

Adding Workflow Actions

To introduce a workflow action, click on Add Action and choose the desired workflow action. Workflow actions are categorized into:

  • ​External Communications Actions
  • ​CRM Actions
  • ​Membership Actions
  • ​Conditions and Workflow Actions

Actions Search Bar

To swiftly locate and access actions, utilize the search bar by entering the action name.

Workflow Action Nodes

The nodes signify the selected actions within the workflow. When integrating new workflow actions, remember to save regularly to prevent any loss of progress.

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