Actions overview
Actions are the "then" of your automation — what happens after the trigger fires. Build your workflow by adding action steps in sequence.
How action availability works
The actions you can add depend on your trigger's scope.
| Trigger scope | Example available actions |
|---|---|
| Account | Assign salesperson, activate products, add tags, create sales order |
| Company | Assign owner, log call, start campaign, create opportunity |
| Contact | Assign owner, send email, add to list, start campaign |
| No entity | Create company, create contact, send webhook, delay, if/else |
Need actions from a different scope? Use lookup steps like Find company, Find contact, or Get associated account to bring additional records into context.
Available actions
Companies
Contacts
Custom objects
Links a custom object record to a CRM activity for tracking
Creates a new custom object record
Looks up a custom object record and brings it into scope
Users
Creates a Business App user from an existing CRM contact
Retrieves a specific team member for use in later steps
Businesses
Creates a company in the CRM
Creates a contact in the CRM
Gets the account associated with a company, creating one if needed
Retrieves the company linked to a contact
Retrieves the company linked to a custom object
Retrieves a contact linked to a company
Retrieves a contact linked to a custom object
Retrieves a custom object record linked to a company
Retrieves a custom object record linked to a contact
Gets the company associated with the account in scope
Searches for a company by field criteria and brings it into scope
Searches for a contact by field criteria and brings it into scope
Sets an account's lifecycle stage (Lead, Prospect, or Customer)
Updates one or more fields on a company record
Updates a CRM contact, supports appending or clearing field values
Updates one or more fields on a custom object record
Campaigns and emails
Pauses an ongoing campaign for the company
Pauses an ongoing campaign for the contact
Pauses an ongoing campaign for the user
Pauses an ongoing campaign for the account
Starts an email campaign for a user
Starts an email campaign for the account and all its users/contacts
Enrolls a contact in an email campaign
Enrolls the contacts associated with a custom object record in an email campaign
Enrolls a contact in a Yesware email sequence
Sends a plain-text email from your connected Gmail account
Sends a plain-text email from your connected Outlook account
Sends a one-off marketing email to the company's contacts
Sends a one-off marketing email to the contact
Sends a one-off email to the users on the account
Enrolls all contacts on a company in a campaign
Copies an email template from one company to another
Fulfillment
Creates a task in Task Manager
Creates a project in Task Manager from a template
Adds the account to Task Manager so tasks can generate
Pauses or cancels a Task Manager account
Lists
Adds the account to a list
Removes the account from a list
Notifications
Sends a notification to every user on the account
Sends an in-app and email notification to one or more users
Sends a notification to a fulfillment agent
Sends a notification to a salesperson
Sends a notification to the triggering user
Products
Activates a specific express product
Activates a product for the account
Deactivates one or more products for the account
Gets custom field data for the account's products
Sales
Assigns a random salesperson from a team to the account
Assigns a specific salesperson to the account
Charges a specific invoice against the payment method
Closes every open opportunity on the account
Closes a specific opportunity
Logs a business activity and raises the hotness rating
Creates a CRM opportunity on the account
Creates a sales proposal on the account
Creates a legacy sales task
Creates a Snapshot Report for the account or company
Finalizes a draft invoice for payment collection
Reopens a previously closed opportunity
Removes assigned salespeople from the account
Tags
Adds one or more tags to the account
Adds one or more tags to a sales order
Removes one or more tags from the account
Removes one or more tags from a sales order
Conversations
Sends a message to the account's Conversations inbox
Sends a public system message visible to everyone on the account
Sends an SMS message via Conversations to a contact
Sends an SMS to any phone number, including numbers not in CRM
Sales orders
Activates products associated with a sales order
Adds one or more tags to a sales order
Approves a pending sales order
Archives a sales order from active views
Declines a pending sales order
Retrieves order data and brings it into scope for downstream steps
Removes one or more tags from a sales order
Submits an order for admin approval before activation
Advanced
Deploys a blueprint to the target account
Links a company and contact record in the CRM
Updates the pipeline stage of an opportunity
Logs a call record on the company's activity timeline
Logs a call record on the contact's activity timeline
Adds a note to a company record
Adds a note to a contact record
Creates a CRM sales task on the company
Creates a CRM sales task on the contact
Updates an existing call activity on a company
Writes or updates custom account data fields
Writes or updates custom product data fields
Writes or updates custom sales order data fields
Writes or updates custom user data fields
Sends an HTTP POST request with custom data to an external URL
Gets an opportunity and brings it into scope
Transforms a text value using formatting rules
Integrations
Adds a contact to a Kixie powerlist for automated calling
Removes a contact from a Kixie powerlist
AI actions
Classifies text into custom categories and branches accordingly
Detects positive, neutral, or negative tone and branches accordingly
Condenses text into concise summaries for downstream steps
Translates text into another language
Sends a prompt to a specific AI employee with its knowledge base
Sends a free-form prompt to an AI model and returns the response
Delays
Pauses and waits until a specified event occurs
Pauses the automation for a set amount of time
Conditions
Splits the workflow into two paths based on a condition
Skips forward or backward to a specific step
Limits how frequently the automation can proceed per contact