Overview
Actions in Workflows + Rules are what make things happen. They're the steps defining each Contact's outcome. For instance, actions can send a communication like an email or SMS, submit a completed application, or apply a label such as "prospect" to a person's profile.
Action Types
There is a wide range of action types. Each type serves a unique purpose, enabling you to customize your Workflow or Rule precisely.
All action types are available when using Workflows or a Triggered Rule. If you are using a scheduled Rule, your action types will be limited to create login token, create profile, validate phone numbers, and run rule.
Multiple Actions per Step
You can add more than one action to a single step. This flexibility lets you handle different tasks simultaneously.
Conditions for Tailored Actions
If you're using conditions to have more granular control over your actions and steps, you can have an action for each "yes" and "no" branch. You may also add more than one action to a branch.
How to Add an Action
The process of adding Actions is outlined in our help articles on creating Workflows + Rules:
Workflows
Rules
Types of Actions
Activities
Activities
Add Custom Activity: Add a custom activity that happened outside of Element451
Applications
Applications
Move to a new campus: Move unsubmitted applications from one campus to another
Move to a new degree: Move unsubmitted applications from one degree to another
Move to a new major: Move unsubmitted applications from one major to another
Move to a new school: Move unsubmitted applications from one school to another
Move to a new student type: Move unsubmitted applications from one student type to another
Move to a new term: Move unsubmitted applications from one term to another
Register Application as Decision: Create a decision for submitted applications
Submit Application: Automatically submit completed applications
Campaigns
Campaigns
Send Communication: Send an on-going communication
When using the Send Communication action, you can set the Preferred Time to Send.
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Labels
Labels
Add Label: Add a label, if not already present
Remove Label: Remove a label from a person
Set Territory: Set the person's territory
Milestones
Milestones
Set Milestone - Application Deposit: Add a Deposited milestone
Set Milestone - Application Start: Add an Application Start milestone
Set Milestone - Application Submit: Add an Application Submit milestone
Set Milestone - Checklist Complete: Add a Checklist Complete milestone
Set Milestone - Date of Inquiry: Add a Date of Inquiry (Prospect) milestone
Set Milestone - Defer: Add a Defer milestone
Set Milestone - Enrolled: Add an Enrolled milestone
Set Milestone - Interview: Add an Interview milestone
Set Milestone - On Hold: Add a Hold milestone
Set Milestone - Unsubscribe Email: Add an Email Unsubscribe milestone
Set Milestone - Unsubscribe SMS: Add a SMS Unsubscribe milestone
Set Milestone - Visit: Add a Visit milestone
Set Milestone - Waitlist: Add a Waitlist milestone
Set Milestone - Withdrawn: Add a Withdrawn milestone
Tasks
Tasks
Create Task: Create a new related task
Users
Users
Add custom source to user: Add a custom source
Change assignee: Set the person's assignee (Note: The assignee can be an individual or a Team)
When using the Change Assignee action, you can configure the Assignment Behavior to determine how an admin is assigned to a person.
Remove assignee: Clear a person's assignee
Set user's custom date property: Set a date value for a custom field
Set user's custom property: Set a value for a custom field (value must be exact)
Set user's property: Set a value for a system field (value must be exact)
When using Set User's Custom Date Property, Set User's Custom Property, or Set User's Property actions, you have the capability to add custom-calculated fields by employing formulas, unlocking powerful data manipulation possibilities.
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Webhooks
Webhooks
Execute Webhook: Execute Webhook for the person
Workflows
Workflows
Abort Workflow: Finish the current workflow (stops processing, but does not remove the record)
Enroll to Workflow: Enroll the person in the selected workflow
Finish Workflow: Finish the current workflow (stops processing, but does not remove the record)
Remove from Workflow: Remove from the workflow (stops processing and deletes any record of this run)