Actions are what a workflow does after its trigger fires. This article covers every action available in the Actions tab of the action picker.
Available actions
Action | What it does |
Wait Until a Specific Moment | Pauses the workflow until a date and time you choose. If that moment has already passed, the workflow continues immediately. |
Wait for Time Period | Adds a fixed delay, a number of days, hours, minutes, or seconds, before continuing. |
Wait for Time of Day | A recurring wait until a chosen day of the week and time. |
Send WhatsApp Template | Sends a pre-approved WhatsApp template message. |
Send WhatsApp Shop | Sends a WhatsApp product-catalog message. |
Send Email Template | Sends one of your saved email templates. |
Sending a message action
Send Email Template and Send WhatsApp Template both ask you to choose a sender/number, then a template. For email, you also set a subject line and optional preview text.
Tip: Don't have a template yet? Click the here link in the action's sidebar to create one on the spot. See "Manage email and WhatsApp templates" in the Campaigns collection.
Chaining actions
A workflow isn't limited to one action. Click the + on the edge below any action to add the next one. Waits, messages, and conditions can all be combined in a single workflow. See How to Create a Workflow for the full walkthrough, or How to Use If Branches in a Workflow to split the chain based on a condition.