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Automation Actions

An Action step performs a task on a lead. Actions are the "what happens" part of your automation.

Adding an Action Stepโ€‹

In the automation form, Steps section:

  1. Click Add Step.
  2. Set Step Type to Action.
  3. Select the Action Type from the dropdown.
  4. Fill in the required configuration.

Action Types Referenceโ€‹

Send Email to Leadโ€‹

Sends a pre-built email template to the lead's email address.

  • Email Template โ€” select from your saved email templates

The email is queued and sent in the background. See Email Templates.

Send Internal Notificationโ€‹

Sends an in-app notification to one or more team members.

  • Notify Users โ€” select one or more users to notify
  • Also notify assigned agent โ€” toggle to also notify whoever is assigned to the lead
  • Custom Message โ€” optional message text included in the notification

Assign Lead to Userโ€‹

Assigns (or reassigns) the lead to a team member.

  • Assignment Mode:
    • Specific User โ€” always assign to the same user
    • Round Robin โ€” rotate through a pool of users evenly
  • User โ€” (specific mode) choose the user
  • Users (Round Robin Pool) โ€” (round robin mode) select the users to rotate through

Add Tagโ€‹

Adds a tag to the lead.

  • Tag Name โ€” the exact tag to add (created automatically if it does not exist)

Remove Tagโ€‹

Removes a tag from the lead.

  • Tag Name โ€” the exact tag to remove (no error if the lead does not have it)

Move to Pipeline Stageโ€‹

Moves the lead to a specific pipeline stage.

  • Target Stage โ€” select from all stages across all pipelines (displayed as "Pipeline Name โ†’ Stage Name")

Moving to a Win Stage automatically sets lead status to Converted. Moving to a Loss Stage automatically sets lead status to Lost.

Change Lead Statusโ€‹

Sets the lead's status directly.

  • New Status โ€” New, Contacted, Qualified, Lost, or Won

Send Webhookโ€‹

Sends an HTTP POST request to an external URL with the lead data as JSON.

  • Webhook URL โ€” the external endpoint URL
  • HMAC Secret โ€” optional secret for request signature verification

The payload includes the full lead object in JSON format.

Create Task / Reminderโ€‹

Creates a task/reminder on the lead.

  • Task Title โ€” supports merge tags: {first_name}, {last_name}, {full_name}, {email}, {lead_score}
  • Description โ€” optional task description
  • Due in Hours (from now) โ€” task due date (e.g. 24 = due tomorrow)
  • Priority โ€” Low, Normal, High, or Urgent
  • Assign Task To โ€” assign to a specific user (falls back to the lead's assigned user if blank)

Send Slack Notificationโ€‹

Sends a message to a Slack channel via an Incoming Webhook.

  • Slack Webhook URL โ€” your Slack Incoming Webhook URL (from Slack App settings)
  • Message โ€” message text; supports merge tags: {{lead.first_name}}, {{lead.email}}, etc.

Send SMS to Leadโ€‹

Sends an SMS message to the lead's phone number.

  • SMS Message โ€” message text (max 160 characters); supports: {{first_name}}, {{last_name}}, {{full_name}}, {{email}}, {{company}}

SMS requires a messaging integration to be configured in Settings โ†’ Messaging.

Delays Between Actionsโ€‹

Add a Delay step between actions to wait before proceeding:

  • Set the amount (e.g. 2) and unit (Minutes, Hours, or Days)
  • Example: Send Email โ†’ Wait 3 Days โ†’ Send Follow-up Email

Tipsโ€‹

  • Use Add Tag after sending an email to mark "email-sent" and prevent re-sending.
  • Use Round Robin assignment to distribute incoming leads evenly across your sales team.
  • Use Create Task to ensure follow-up actions are visible to the assigned rep.
  • Chain multiple actions in one automation rather than creating multiple automations for the same trigger.