Actions

Actions are the steps a workflow runs after its trigger: send a message, tag a contact, move a deal, wait, branch, call another app and more. Add them in any order.

Messaging 11 Comments 3 Legal 1 Integrations 6 Calls 5 Timing 1 Conditions 2 Flow Control 2 Content 4 CRM & Tags 16 Lists 2 Pipeline 2 Calendar 1 Payments 13 AI Actions 5 Partnerships 2 Google Business 1 Tracking 4 Agency 7

Messaging

Send Instagram DM Sends an Instagram DM to the contact. Add text, images, video, voice notes, buttons or quick replies, and use variables like {lead.first_name} to personalise it.
React to Instagram DM Reacts to the contact's latest Instagram DM with an emoji, the same as tapping a reaction in the app.
React to Facebook DM Reacts to the contact's latest Facebook Messenger message with an emoji.
React to WhatsApp DM Reacts to the contact's latest WhatsApp message with an emoji.
Send Email Sends an email to the contact. Write your own subject and body or start from a saved template, with variables for personal details. Business+
Send SMS Sends a text message to the contact's phone number from one of your numbers. Business+
Send Facebook DM Sends a Facebook Messenger message to the contact from your connected Facebook Page.
Send WhatsApp DM Sends a WhatsApp message to the contact from your connected WhatsApp number.
Send iMessage Sends an iMessage to the contact's phone number.
Send LINE DM Sends a LINE message to the contact from your connected LINE account.
Send X DM Sends a direct message on X (Twitter) to the contact.

Comments

Legal

Send PandaDoc Sends a PandaDoc document for the contact to review and sign, filled from a PandaDoc template. Business+

Integrations

Calls

Timing

Wait / Delay Pauses the workflow before the next step. Wait a set time, until a date or time of day, until business hours, until the contact replies or clicks a link, or until a set time before a meeting starts (for reminders).

Conditions

Flow Control

Content

CRM & Tags

Lists

Pipeline

Calendar

Book Appointment Books an appointment for the contact on one of your calendars. Business+

Payments

AI Actions

Partnerships

Google Business

Reply to Review Replies to a Google Business review with the text you write. Use variables to include the reviewer's name. Business+

Tracking

Agency