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Add the account to a list

Add the account to a list adds the account currently in scope to a list you choose. If the account is already on the list, the step completes without error and the automation continues. This action is available on account-scoped triggers.

Use this action to segment accounts dynamically — flag accounts for follow-up, route them into list-based campaigns, or track which accounts have reached a specific point in a workflow.

How it works​

  1. The automation reaches this step with an account in scope from the trigger
  2. The step reads the List field to identify the target list
  3. The platform checks whether the account is already on that list
  4. If not already present, the account is added to the list
  5. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Lists, select Add the account to a list
  3. Configure the field:
FieldRequiredDescription
ListYesThe list to add the account to. Select from your existing lists.
tip

The List field does not support dynamic content — select a specific list from the dropdown. To add the same account to multiple lists, add separate Add the account to a list steps for each list.

Outputs​

This action produces no outputs available to downstream steps.