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Workflow Actions

Six things a CRM rule does once it fires. Each is a module with a real body, and the code is specific enough to read out loud: the mailer refuses a platform address, the caller refuses a private one.

Six actions, in the order you stored them

configuration only
Stored position
runs one after another
  • 7A chat-channel kind the column permits
no module implements the seventh, so storing one would fail
Works on
the record that arrived
What the module actually does
  • Writes a real row
  • Carries the title and the body you stored
  • No placeholder anywhere in it
The ordering contract
Actions hang off the rule with a position and run one after another. A failure is collected into a list and the next one still runs, so a broken third does not undo the two before it.
inline on the runerrors collectedthe run closes on a verdict
the mailer
Will not use the platform address. Demands the workspace outgoing server, and says so rather than falling back.
the outbound call
Private ranges refused, redirects not followed, a fixed identifying header, and five seconds before it gives up.
Each of the six is a module with a real body rather than a placeholder. They run inline on the rule's own fire, in the order you stored them, and the run row closes on a verdict and the time it took.
0
kinds the dispatcher can hand off to
0
record kinds an action can write to
0
seconds an outbound call waits before giving up

Product figures from the platform’s own defaults - not customer averages

The mechanism

How it works.

01

Six, dispatched by name

Send a message, assign an owner, raise a task, set a field, move a deal along its pipeline, or call out to a system you name. Each is a module with a real body that writes to the database or opens a connection. Not one of them is a placeholder.

02

They go in the order you stored them

Actions hang off the rule with a sort position and run one after another. A failure is collected into a list and the next one still runs, so a broken third does not undo the two before it.

03

The narrow ones are narrow deliberately

Moving along a pipeline refuses anything that is not a deal. Assigning an owner covers leads and deals. Setting a field covers leads, deals and activities, and offers set, increase, decrease and append rather than assignment alone.

04

Two guardrails that already work properly

The mailer routes only through the workspace's own outgoing server, with no platform fallback to reach for, and where none is configured it fails with the sentence telling you where to add one. The outbound call resolves the address first, refuses anything on a private range, pins the connection to the address it checked, follows no redirects, and gives up after five seconds.

Where it sits

One moment in every run.

Every run passes through the same seven. Workflow Actions is the lit one, and everything either side of it is a different page in this category.

  1. 01
    Trigger

    the thing that happened first

  2. 02
    Enrol

    how somebody gets onto it

  3. 03
    Wait

    the pause, and what governs its length

  4. 04
    Branch

    the fork, and which side is taken

  5. 05
    Act

    the mail, the text, the task that goes out

  6. 06
    Measure

    what counts as it having worked

  7. 07
    Exit

    how somebody comes off it

The specifics.

8 facts
Kinds
Send message, assign owner, raise task, set field, move along the pipeline, call an external system
Order
Sequential by stored position. An error is collected and the remaining actions still run
Record limits
Pipeline moves are deals only. Assignment covers leads and deals. Field setting covers leads, deals and activities
Outbound call
Address checked against private ranges, no redirects followed, a five second ceiling, and a fixed identifying header
Mailer
The workspace's own outgoing server only, with no platform address to fall back on. Values merged into the HTML body are escaped; values merged into the subject line are not
Guarded per action
Each action carries its own finer test against the delivered payload, so one rule can act on part of what it matched and leave the rest
When they run
Inline on the rule's own run, in the order stored, with the run row closing on a verdict and the time it took
Not the same as
These are CRM rule actions. Steps inside a cadence belong to the Sequence Builder

More in Automation & Flows

13 capabilities

Sequences, dispositions and webhooks that act without being asked.

Sequence Builder

Thirteen node kinds on a canvas: send, wait, branch on behaviour, split, call task, tag, goal. Publish a version and in-flight leads keep their own place.

Email Sequences

Enrol a lead once and the sequence carries them: sends, waits, branches and exits, with a ledger that makes a duplicate send structurally impossible.

Branch Logic

Branch on whether they opened, clicked or replied, and on how the last call was dispositioned - so the next step answers what actually happened.

A/B Split Testing

Weighted splits assigned by a deterministic hash of the enrolment, so a lead always takes the same arm no matter how often that step is run again.

Wait & Timing

Hold a lead for minutes or days between steps, clamped to the sending window you set, so that an overnight wait never lands at four in the morning.

Sending Windows

Set the hours a sequence may send inside, as a fixed offset you enter yourself, and every wait is pushed forward into them before it is stored.

Suppression Lists

One do-not-contact roll per workspace, checked when a lead is enrolled and again inside the send, straight after that send has taken its own claim.

Auto-Enrollment

New leads enrol themselves the moment they are created, and the four guards that can refuse an add are read on every single route into a cadence.

Call Tasks in Sequences

Drop a call step into a sequence and it raises an assigned task on the lead's owner, with the outcome the rep logs coming back as a branchable answer.

Goal Tracking

Name a linked deal as the outcome that means the sequence worked. Reaching it stamps goal met on the run and takes the branch you wired behind it.

Disposition Behaviours

Twenty-six behaviours attach to wrap-up codes, and twenty codes ship already pointing at one, so ending a call the right way books the follow-up.

SMS in Sequences

A text is a step on the same canvas as the email and the call task, written into the real thread and carried out by the number it is going out from.

REST API

A versioned path, a key minted once and kept as a hash, and the same role and profile model the interface runs on deciding what that key may touch.

Automation & Flows

See workflow actions on your own floor.

Thirty minutes, your numbers and your data. We will set workflow actions up live and you can decide from the thing itself rather than from this page.

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