This section covers all of the Workflow Actions available to you in your account. Workflow Actions are the building blocks you use inside automations to do things like send messages, update contact records, manage opportunities, and trigger integrations. Browse the articles in this category to learn what each action does and how to configure it.

Frequently Asked Questions #

What are Workflow Actions? #

Workflow Actions are the individual steps you add inside a workflow to perform tasks automatically, such as sending an email or SMS, updating a contact, or moving an opportunity through a pipeline.

Where do I find Workflow Actions? #

Workflow Actions appear when you build or edit a workflow in your account. Each action can be added to the workflow canvas and configured to fit your automation.

How many Workflow Actions can I use in one workflow? #

You can chain together as many actions as your automation requires. Workflows are designed to support multi-step sequences with branching logic.

Can Workflow Actions connect to outside tools? #

Yes. Certain actions integrate with external services and connected applications so your workflows can pass data to and from other tools.

Do I need technical skills to use Workflow Actions? #

No. Workflow Actions are configured through a visual interface, so you can build powerful automations without writing code.