Automation Actions

In this section we'll be going over each individual action you can add to your automations and how to set it up! You can choose between emails, workflow actions, and integrations to customize a full customer journey.

All actions can be selected by choosing the + button anywhere in your automation, and then selecting the action you want to happen.

You can also select an action by clicking on it and dragging it to another spot in your automation. If the action you're moving has actions underneath it, you can choose to move that action and all actions underneath it, or just the single action.

Now that you know how to add and move your actions, let's start building them!