All Workflows start with a trigger that watches for new or updated data. They get the ball rolling. Everything a workflow does with that data, though, is done by actions.

Workflow Actions push or put new data into things, like messages, or contacts or even external apps via API calls and can pass data from user customized input fields (Webforms, text ins, email ins, etc).

Action steps in Workflows can send messages, create new items or update existing items, or find existing items with search actions (which can optionally be paired with create actions to add a new item if the search does not return a result).

Adding Actions to your Workflow

To add an action to your workflow, click the Add Step icon and select the Action you want to add:

Current Workflow Actions

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