Action Nodes
Action nodes perform operations on contacts, tags, groups, pipelines, and more. They do not send messages to the contact.
Group Actions
Add to Group
Adds the contact to a specified WhatsApp broadcast group. If the contact is already in the group, no action is taken.
Remove from Group
Removes the contact from a specified WhatsApp broadcast group.
Contact Actions
Add Contact
Creates a new contact record or updates existing contact information based on the conversation.
Update Contact
Updates a specific field on the contact's profile. Select the field to update (e.g., Email, First Name, Company) and the value to set. The value can include variables.
Tag Actions
Add Tags
Adds one or more tags to the contact. Tags are useful for segmenting contacts and triggering other automations. If the contact already has a tag, it will not be duplicated.
Remove Tags
Removes one or more tags from the contact.
Funnel / Pipeline Actions
Add/Edit to Pipeline
Moves the contact to a specific stage in your sales pipeline (lifecycle stages). Use this to track where contacts are in your sales or onboarding process.
Remove from Pipeline
Removes the contact from the pipeline entirely.
Delay
Pauses the flow for a specified duration before continuing to the next node.
- Amount — The number of time units to wait.
- Unit — Seconds, Minutes, Hours, or Days.
Example: Set a 2-hour delay between an initial greeting and a follow-up message.
Conditional
Branches the flow based on a condition. The contact's message or data is evaluated, and the flow follows the matching path.
- Condition Type — Message Contains, Message Equals, Contact Field Equals, etc.
- Values — Define the possible values. Each value creates an output port. An additional "Default" port handles unmatched cases.
Example: If the contact replies "1", go to pricing; if they reply "2", go to support; otherwise, ask again.
