Action library — what workflows can do

Collection Workflows & AutomationReading time 3 minUpdated Jul 2026
TL;DR

Actions span records (create/update/tag), motion (enroll in sequence, assign agent, book task), communication (notify, Slack, email), data (enrich, score, dedupe), and external (webhook, API call, CRM write).

Record actions

Create/update contacts and accounts, set fields, add tags, manage list membership, merge duplicates, add/remove suppression. All record actions log to provenance.

Motion actions

Enroll/remove from sequence, assign to agent or pod, create rep tasks, book meetings via calendar rules, trigger a Voice Agent call, pause/resume outbound for the account.

Data actions

Run enrichment (full cascade or per-field), recalculate ICP score, fire a custom signal, write a computed field. Useful for keeping data operations inside the same automation as the motion they serve.

External actions

POST to any webhook, call external APIs with templated payloads, write to CRM objects beyond the standard sync, push to Slack/Zapier/Make. Payloads support the full record context via template variables.

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