Add actions to your workflow

Learn how to add actions to your workflow to update your property and contact records

Add actions to your workflow

1. After adding filter conditions to the workflow, add an action by clicking on the plus (+) button. Once the Add an action modal appears, select the action you want to add.
   
   • Update property record: When an object reaches this action, it will automatically update the property record based on the field set by the user. You can use this action to update the following fields:
     • Lifecycle stage and pipeline
     • Record status
     • Lost and lost reason
     • Source
     • Record owner
     • Custom fields
       
       
   • Add/remove lists: When an object reaches this action, it will automatically add or remove the property record from a specific list. Similarly, with Add/Remove Tags, when a record reaches this action, the designated tag will be added or removed.
   • Create a Task: When an object triggers this action, the system will automatically generate a task linked to the property record and the designated team member. The user can also set a deadline for the task. Keep in mind that creating a task does not automate the actions described in the title. For instance, if the task is to "Send email," it will serve as a reminder but will not automatically send the email.
   • Send text message: When an object triggers this action, the system will send a text message (SMS) to the primary contact of the property record that enrolls into this workflow. The primary phone number of the contact will be used. If there is no primary phone number, the object will fail this action. 

   • Send Email: When this action is triggered, the system will send an email to the primary contact of the property record enrolled in the workflow. The contact's primary email address will be used. If no primary email address is available, the action will fail.

   • Delay: When an object reaches this action, it must wait until the delay has completed before it can continue to the next action in the workflow.

   • Send to Webhook: When this action is triggered, the system will send the relevant data to a specified webhook URL. This allows for integration with external systems or services to process the data further. Ensure the webhook URL is correctly set up to handle the incoming data.

   • Enroll into a Campaign: When this action is triggered, the system will automatically enroll the selected property or contact record into a specified marketing campaign. This allows you to seamlessly add records to campaigns based on defined criteria. Ensure that the campaign is properly set up to handle the enrolled records and that all necessary data is included for successful enrollment.
   • Enroll into a Workflow: When this action is triggered, the system will automatically add the selected property or contact record to a specified workflow. This enables the record to follow a predefined set of steps and processes within the workflow. Ensure that the workflow is properly configured to manage the enrolled records and that all relevant criteria are set to guide them through the workflow.
2. After finalizing the action you want to add to the workflow, click Save to save the action.
3. Once you have finished adding the actions to your workflow, click on Save on the top right part of your screen. You may add as many actions as you want in the workflow. To activate the workflow, click on Activate.