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- 7A chat-channel kind the column permits
- Writes a real row
- Carries the title and the body you stored
- No placeholder anywhere in it
Product figures from the platform’s own defaults - not customer averages
How it works.
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.
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.
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.
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.
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.
- 01Trigger
the thing that happened first
- 02Enrol
how somebody gets onto it
- 03Wait
the pause, and what governs its length
- 04Branch
the fork, and which side is taken
- 05Act
the mail, the text, the task that goes out
- 06Measure
what counts as it having worked
- 07Exit
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
What starts this, and what it starts.
Automation is only ever a middle. These are the things that set it running and the things that run because of it.
More in Automation & Flows
13 capabilitiesSequences, dispositions and webhooks that act without being asked.
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.
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 on whether they opened, clicked or replied, and on how the last call was dispositioned - so the next step answers what actually happened.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
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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