Overview
Actions mutate CRM data, send messages, or call external systems. The backend maps node types to WorkflowActionHandlers methods.
Contact and marketing
Add/remove tags, change status, add/remove lists, update fields, change owner, create/delete contact, subscribe/unsubscribe email.
Tasks and deals
Full task CRUD and assignment; create/update/delete deals; change stage; mark won/lost.
Meetings and communications
Create/cancel/schedule/complete meeting, mark no-show; send email template; send SMS (Twilio); send campaign email step; in-app notification; activity log entry.
Integrations
Send webhook POSTs JSON to a URL you configure. Use with care and validate endpoints.
Logic
Wait / Delay pauses execution (hours/days/weeks) using scheduled cron resume. If/Else branches on conditions. End stops the path.
Action type reference (backend)
Node types map to handlers in WorkflowActionHandlers—for example add_tag, send_email, create_task, change_deal_stage, send_webhook, wait/delay, and campaign helpers such as add_to_campaign. If an action returns an error, check workflow logs; many failures are due to missing context (no contact ID) or invalid configuration.