Actions are the steps that execute when a workflow runs. This reference covers all available action types.
Household actions
Actions that work with clients and prospects.
Add tag
Adds a tag to the household.
| Setting | Description |
|---|
| Tag | Which tag to add |
Remove tag
Removes a tag from the household.
| Setting | Description |
|---|
| Tag | Which tag to remove |
Add note
Creates a note on the household.
| Setting | Description |
|---|
| Content | Note text (supports variables) |
Update household
Updates fields on the household.
| Setting | Description |
|---|
| Fields | Which fields to update and new values |
| Setting | Description |
|---|
| Set tier | Optional: assign a service tier |
Only works when the trigger provides a prospect.
Send email
Sends an email to the household.
| Setting | Description |
|---|
| To | Recipient (head of household, partner, or specific person) |
| Subject | Email subject (supports variables) |
| Body | Email content (supports variables and templates) |
| From | Sending user or default |
Add to sequence
Enrolls the household in an email sequence.
| Setting | Description |
|---|
| Sequence | Which sequence to enroll in |
| Start at step | Which step to start from |
Remove from sequence
Removes the household from a sequence.
| Setting | Description |
|---|
| Sequence | Which sequence to remove from |
Start project
Creates a project for the household.
| Setting | Description |
|---|
| Template | Which project template to use |
| Name | Optional: custom project name |
| Assigned to | Who to assign the project to |
Create opportunity
Creates an opportunity for the household.
| Setting | Description |
|---|
| Name | Opportunity name |
| Value | Optional: opportunity value |
| Pipeline | Which pipeline (auto-selected based on household type) |
| Stage | Starting stage |
Task actions
Actions for creating and managing tasks.
Create task
Creates a new task.
| Setting | Description |
|---|
| Title | Task title (supports variables) |
| Description | Task details (supports variables) |
| Due date | When the task is due |
| Assigned to | Who to assign the task |
| Priority | High, Medium, or Low |
| Linked to | Household, Meeting, or other record |
Update task
Updates an existing task.
| Setting | Description |
|---|
| Task | Which task to update (from earlier action) |
| Fields | Which fields to update |
| Setting | Description |
|---|
| Task | Which task to comment on |
| Comment | Comment text (supports variables) |
Opportunity actions
Actions for pipeline management.
Move stage
Moves an opportunity to a different stage.
| Setting | Description |
|---|
| Opportunity | Which opportunity to move |
| Stage | Target stage |
| Setting | Description |
|---|
| Opportunity | Which opportunity |
| Comment | Comment text |
AI actions
AI-powered actions for intelligent automation.
Draft email
Uses AI to draft an email.
| Setting | Description |
|---|
| Prompt | Instructions for the AI |
| Context | What information to include |
| Tone | Professional, Friendly, etc. |
Research
Uses AI to search and summarize information.
| Setting | Description |
|---|
| Query | What to research |
| Sources | Emails, meetings, notes, web |
| Guidance | Additional instructions |
Categorize
Uses AI to sort records into categories.
| Setting | Description |
|---|
| Categories | List of possible categories |
| Criteria | How to categorize |
Filter
Uses AI to decide if the workflow should continue.
| Setting | Description |
|---|
| Criteria | Conditions to evaluate |
| Setting | Description |
|---|
| Source | Email or meeting to parse |
Flow control
Actions that control workflow execution.
Branch
Splits the workflow into multiple paths based on conditions.
| Setting | Description |
|---|
| Conditions | Rules for each branch |
| Default | Path if no conditions match |
Loop
Repeats actions for a collection of items.
| Setting | Description |
|---|
| Collection | What to loop over |
| Actions | What to do for each item |
Wait
Pauses workflow execution.
| Setting | Description |
|---|
| Duration | How long to wait |
Filter (non-AI)
Stops the workflow if conditions aren’t met.
| Setting | Description |
|---|
| Conditions | Rules to evaluate |
| Behavior | Stop or continue if not met |
Notification actions
Actions for alerting users.
Internal notification
Sends an in-app notification.
| Setting | Description |
|---|
| To | Who to notify |
| Message | Notification text (supports variables) |
| Link | Optional: link to include |
Confetti
Shows a celebration animation.
| Setting | Description |
|---|
| Message | Celebration text |
Search actions
Actions for finding records.
Search record
Finds a specific record.
| Setting | Description |
|---|
| Record type | What to search for |
| Criteria | Search conditions |
Using variables in actions
Most action fields support variables:
Task title: "Follow up with {{household.name}}"
Email body: "Hi {{person.first_name}}, ..."
Available variables
Variables depend on the trigger and earlier actions:
| Source | Variables |
|---|
| Trigger | household, person, trigger.user |
| Create task | task.title, task.due_date |
| AI research | research.summary |
Action results
Actions can pass data to later actions:
- Create task → Task ID, title, link
- Send email → Email ID, sent status
- AI research → Research summary
- Search record → Found record(s)
Access results using the previous_action.result variable syntax.
Best practices
- Keep it focused — Each workflow should do one thing well
- Use clear names — Task titles and messages should be descriptive
- Handle errors — Consider what happens if an action fails
- Test thoroughly — Verify each action works as expected
- Document — Add notes explaining complex action configurations
Next steps
