Workflow Steps

The individual actions a workflow can run, from sending an email to branching on a condition.

Steps are the individual actions in a Workflows. Each step executes in sequence: when one finishes, the next begins. Use Wait and Time of Day steps to control timing, and Condition steps to branch the logic.

A workflow assembled from steps, with branching logic.

Step	What it does
Send Email Step	Sends a personalized email to the lead or their assigned rep.
Send Text Step	Sends an SMS to the lead's phone number.
Call Phone Step	Uses the Phone capability to call the lead's phone number.
Notify Step	Sends a Slack or Microsoft Teams notification to your team.
Wait Step	Pauses execution for a set duration (up to 30 days).
Time of Day Step	Holds leads until a specific clock time is reached.
Condition Step	Branches workflow logic based on lead data.
API Step	Makes an HTTP request to an external system and can extract data.
Research Step	Researches a lead or company with an AI prompt (with web search) and extracts structured data.

If a step cannot execute (e.g., a Call Phone step for a lead with no phone number), the workflow skips it and continues to the next step.