Adding Actions to a Workflow

Action steps are where a workflow does the work, like sending an email, creating an activity, or adding a card to a pipeline. This video shows how to add an Action step, pick a category and action, and fill in the fields with fixed values or data from your trigger. You’ll also see how to use data returned by earlier steps, reorder and delete steps, and what to do when an action needs a connected inbox or app first. Then see how to check each step in the Runs tab, with an example where a callback request creates a Call activity and adds a card to a Group bookings pipeline.