What is an Action in Automations?

Automate your manual workflows by understanding how Actions function within your CRM. Actions are the automated tasks that your AI CRM executes behind the scenes based on specific triggers.

How Actions Work

In your networking and CRM automations, an Action represents the "Then" part of your workflow. Once a specific event occurs—known as the "Trigger"—the system automatically performs the task you have configured. This eliminates manual data entry and ensures consistent follow-ups.

Available Automation Actions

You can currently configure the following actions within your workspace to streamline your operations:

• Send Notification: Receive an instant in-app notification to alert you the moment an automation fires.
• Add Tag to Contact: Automatically apply specific CRM tags (e.g., "Warm Lead" or "Customer") to the contact involved in the trigger event.
• Create Task: Generate a new to-do list item with a custom title and description so you never miss a follow-up opportunity.
• Send Email: Automatically dispatch a personalized email directly to a newly acquired contact.
• Create Pipeline Card: Instantly add a new deal or card to a specific stage within your sales pipeline.

Advanced Execution Controls

To make your workflows feel more natural and professional, you can refine how and when these actions take place:

Conditions

Set specific criteria that must be met before an action is allowed to run, ensuring the right steps are taken for the right segments.

Time Delays

Configure specific wait periods (such as waiting 2 days or 4 hours) to ensure your automated emails or tasks occur at the most impactful moment.