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Workflow Actions

Workflow Actions are the building blocks that determine what happens when a workflow is triggered. These actions allow you to automate a wide range of tasks across your Stack system.

Types of Workflow Actions​

Workflow actions are organized into several categories based on their function:

  • Contact Actions: Update contact records, add tags, or modify properties
  • Communication Actions: Send emails, SMS messages, or make calls
  • Appointment Actions: Schedule, update, or cancel appointments
  • Opportunity Actions: Create or update sales opportunities
  • Payment Actions: Process payments, generate invoices, or manage subscriptions
  • Integration Actions: Connect with third-party systems and services
  • Data Management Actions: Manipulate data within your workflows
  • And many more specialized action types

Common Use Cases​

  • Send personalized welcome emails to new contacts
  • Update contact properties based on form submissions
  • Schedule follow-up appointments after initial consultations
  • Create tasks for team members when certain events occur
  • Process payments when customers complete purchases
  • Update external systems with new customer data
  • Generate and send customized documents

Workflow Actions provide the functionality needed to create powerful, automated processes that can scale your business operations while maintaining a personal touch with your customers.