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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.
| 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 |
| 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 |
| Node | Description |
|---|
| Create Opportunity | Create a new opportunity linked to the contact |
| Update Opportunity | Update fields on an existing opportunity |
| Remove Opportunity | Remove an opportunity 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 | 17 |
| Calendar | 2 |
| Pipeline | 8 |
| Logic & Flow | 14 |
| Data | 4 |
| Intelligence | 1 |
| Integration | 13 |
| Workflow | 5 |
| Total | 78 |