Actions
What your flows can do when triggered.
Messaging Actions
Send WhatsApp
Send a WhatsApp message to the contact.
Send Email
Send an email to the contact, fixed recipients, or workspace owners/admins.
Send Instagram DM
Send an Instagram direct message.
Send Messenger
Send a Facebook Messenger reply while the 24-hour window is open.
Internal Note
Create a note visible only to your team.
Data Actions
Update Lead
Change lead status, tags, or fields.
Add Tag
Add a tag to the contact for segmentation.
HTTP Request
Call an external API endpoint.
Integration action
Send what the flow knows to Slack, Jira Service Management, Jira, Notion or a webhook: the same destinations a form offers in Send to.
Variables
Actions support dynamic variables that are replaced at runtime:
text
{{contact.name}} Customer's name
{{contact.email}} Customer's email
{{order.id}} Order ID
{{order.total}} Order total
{{order.trackingUrl}} Tracking link
{{quote.title}} Quote title
{{quote.status}} Quote status
{{quote.eventDate}} Quote event date
{{workspace.name}} Your business name
{{integration.externalId}} What an Integration action created (a Jira key)
{{integration.externalUrl}} Its link