Complete list of all 80 workflow action nodes organized by category.
Loading the guide...
Did this answer your question?
Help us make the guides more useful.
0 helpful · 0 not helpful
Complete list of all 80 workflow action nodes organized by category.
Loading the guide...
Help us make the guides more useful.
0 helpful · 0 not helpful
Every workflow action node available in the visual builder, organized by category. Drag any of these from the node palette onto the canvas to add them to your workflow.
Jump to a category: Communication · CRM · Calendar · Pipeline · Logic and flow · Data · Intelligence · Integration · Workflow
| Node | Description |
|---|---|
| Send Email | Send an email to the enrolled contact using a template or inline content |
| Send SMS | Send an SMS message to the contact's phone number |
| Call | Place an automated phone call to the contact |
| Voicemail Drop | Drop a pre-recorded voicemail into the contact's inbox without ringing their phone |
| Manual SMS | Queue an SMS for a team member to review and send by hand |
| Send Messenger | Send a message via Facebook Messenger |
| Send Instagram DM | Send a direct message via Instagram |
| FB Interactive | Send an interactive Facebook message with buttons or quick replies |
| IG Interactive | Send an interactive Instagram message with buttons or quick replies |
| Review Request | Send an email or SMS asking the contact to leave a review |
| Internal Notification | Send an in-app notification to a team member |
| Slack Message | Post a message to a Slack channel or DM |
| Edit Conversation | Update the contact's conversation (mark read or unread, archive, unarchive) |
| Mark Read | Mark the contact's conversation as read |
| Node | Description |
|---|---|
| Update Contact | Update fields on the enrolled contact |
| Create Contact | Create a new contact record with specified fields |
| Find Contact | Look up a contact by email, phone, or other criteria |
| Delete Contact | Delete the enrolled contact (moves to trash) |
| Assign to User | Assign the contact to a specific user |
| Add Tag | Add one or more tags to the contact |
| Remove Tag | Remove one or more tags from the contact |
| Add Note | Add a note to the contact's timeline |
| DND | Enable or disable Do Not Disturb on specified channels for the contact |
| Engagement Score | Increase or decrease the contact's engagement score |
| Remove User | Remove the currently assigned user from the contact |
| Create Task | Create a task linked to the contact |
| Add Follower | Add a user as a follower on the contact |
| Remove Follower | Remove a user from the contact's followers |
| Merge Value | Update a custom value stored on the contact |
| Manual Call | Queue a call for a team member to place by hand |
| Copy Contact | Duplicate the contact record |
| Apply Task Template Set | Apply a task-template set to a project for the contact, creating the project if needed |
| Node | Description |
|---|---|
| Update Appointment Status | Change the status of an existing appointment (confirmed, cancelled, no-show, completed) |
| Create Appointment | Book an appointment for the contact on a specified calendar |
| Create Booking Link | Generate a single-use booking link for the contact on a chosen calendar, optionally scoped to one appointment type. Expires in 72 hours by default |
| Node | Description |
|---|---|
| Create Opportunity | Create a new opportunity linked to the contact |
| Update Opportunity | Update fields on an existing opportunity |
| Remove Deal | Remove an opportunity (deal) linked to the contact |
| Find Opportunity | Look up an opportunity by name, stage, or other criteria |
| Remove Opportunity | Remove a specific opportunity from the pipeline |
| Remove Opportunity Owner | Clear the assigned owner on an opportunity |
| Add Opportunity Follower | Add a user as a follower on an opportunity |
| Remove Opportunity Follower | Remove a user from an opportunity's followers |
| Node | Description |
|---|---|
| Condition | Branch based on a single true/false evaluation |
| If/Else Multi-Branch | Evaluate multiple conditions with separate paths for each, plus a default |
| Split A/B Test | Randomly distribute contacts between paths by percentage |
| A/B Split (Tracked) | Run an A/B split test with tracked variant performance |
| Wait | Pause for a fixed duration (seconds, minutes, hours, days, or weeks) |
| Wait for Reply | Pause until the contact responds on a specific channel, with optional timeout |
| Wait for Condition | Pause until a contact field changes to a specific value |
| Go To | Jump to another node in the workflow |
| Set Variable | Store a value for use in later nodes |
| Drip | Rate-limit how many contacts move forward over a time interval |
| Wait Link Click | Pause until the contact clicks a link in a previously sent email |
| Wait Email Event | Pause until an email is opened, clicked, or bounced |
| Set Event Date | Set the start date used for date-based scheduling later in the workflow |
| Array Functions | Filter, find, or aggregate values in a list (sum, count, average, min, max) |
| Node | Description |
|---|---|
| Math Operation | Perform arithmetic (add, subtract, multiply, divide) on numeric values |
| Text Formatter | Transform text (uppercase, lowercase, trim, replace, extract) |
| Number Formatter | Format a number as currency, phone, or with decimal precision |
| Date/Time Formatter | Format a date or time value into a specific pattern |
| Node | Description |
|---|---|
| AI Prompt | Send a prompt to an AI model (GPT-4o, Claude, or others) and use the response in subsequent nodes |
| Node | Description |
|---|---|
| Webhook | Send an HTTP request to an external URL with custom headers and body |
| Custom Webhook | Send a fully configurable HTTP request with custom method, authentication, headers, and body |
| Zapier | Send data to a connected Zapier automation |
| Send Invoice | Send an invoice to the contact via email |
| Create Invoice | Create a new invoice with line items |
| Send Estimate | Send an estimate to the contact for review |
| Send Document | Send a document for viewing or e-signature |
| Stripe Charge | Charge a stored payment method via Stripe |
| Google Sheets | Add or update rows in a Google Sheet |
| Google Calendar | Create or update Google Calendar events |
| Google Drive | Upload or manage files in Google Drive |
| Send Google Ads Conversion | Report an offline conversion to Google Ads, matched to the original ad click |
| Meta Conversion | Send a server-side conversion event to Meta for Facebook and Instagram |
| Node | Description |
|---|---|
| Add to Workflow | Enroll the contact in another workflow |
| Remove from Workflow | Remove the contact from a running workflow |
| Remove from All Workflows | Remove the contact from every workflow they are currently in |
| Goal Event | Define a conversion event; contacts who meet the goal are tracked separately |
| Enroll in Campaign | Enroll the contact in a campaign sequence |
| Category | Nodes |
|---|---|
| Communication | 14 |
| CRM | 18 |
| Calendar | 3 |
| Pipeline | 8 |
| Logic & Flow | 14 |
| Data | 4 |
| Intelligence | 1 |
| Integration | 13 |
| Workflow | 5 |
| Total | 80 |