Automation Actions

Difficulty: Intermediate | Time: 10 min | Tier: Business & Above

Actions are the building blocks of your automation. After a trigger fires, actions define what DreamFlow does. You can chain multiple actions together, and each one executes in order.

Available Action Types

Communication Actions

1. Send Email — Send a templated email to the contact. Supports merge tags like {{contact.full_name}}, {{contact.company_name}}, and {{deal.value}}.
2. Send SMS — Send a text message to the contact's phone number. Requires a provisioned number in Settings.
3. Send Internal Notification — Post a message to team chat or send a notification to a specific team member.

CRM Actions

1. Create Task — Create a task assigned to the contact owner or a specific team member. Set title, due date, priority, and description.
2. Update Contact Field — Change any field on the contact record (status, score, custom fields, assigned owner).
3. Add Tag — Apply one or more tags to the contact.
4. Remove Tag — Remove a specific tag from the contact.
5. Create Deal — Create a new deal in a specified pipeline and stage, linked to the contact.
6. Move Deal Stage — Move an associated deal to a different pipeline stage.

Sequence Actions

1. Add to Sequence — Enroll the contact in an email sequence starting from a specific step.
2. Remove from Sequence — Unenroll the contact from an active sequence.

Flow Control Actions

1. Wait / Delay — Pause the automation for a specified duration (minutes, hours, or days).
2. Wait Until — Pause until a specific condition is met (e.g., "wait until contact opens email").
3. Webhook — Send an HTTP POST to an external URL with contact data. Useful for integrating with Zapier, Make, or custom APIs.

Merge Tags

Most text fields in actions support merge tags. Common tags:

• {{contact.full_name}} — Contact's full name
• {{contact.email}} — Contact's email address
• {{contact.company_name}} — Company name
• {{deal.name}} — Associated deal name
• {{deal.value}} — Deal monetary value
• {{org.name}} — Your organization name

Related Articles

• Automation Triggers — Events that start automations
• Automation Conditions and Branching — Add if/else logic between actions
• Templates Library — Create email templates for Send Email actions

Want help choosing the right actions for your workflow? Ask Sally in the chat bubble.