Overview
The Action node executes operations in your connected integrations - send Slack messages, create CRM records, add rows to spreadsheets, update project tasks, and more.
Best for: Creating/updating records, sending messages, triggering actions
in connected apps, and integrating with external services.
Configuration
- Select Integration: Choose from connected apps (Slack, Google Sheets, Notion, etc.)
- Choose Action: Select specific action (Send message, Create record, etc.)
- Select Connection: If you have multiple connections, choose which one to use
- Map Fields: Provide data from previous nodes using variables
- Configure Settings: Action-specific options
Field Configuration Modes
Each field in an action can be configured independently with one of these modes:
| Mode | Description | When to Use |
|---|
| Manual | Enter a static value or use variables from previous nodes | When you know exactly what value to use |
| Auto | AI automatically determines the best value based on context | When the value depends on workflow context |
| Prompt | Provide instructions for AI to generate the value | When you need custom AI logic for this field |
{{trigger.output.customer_email}}
Based on the sentiment analysis result {{agent.output.structured.sentiment}},
write an appropriate subject line for the follow-up email.
Connection Selection
If you have multiple connections to the same integration (e.g., multiple Slack workspaces or Gmail accounts), select which connection this action should use. This is configured at the action level.
Requires Confirmation
When enabled, the workflow will pause before executing this action and request user confirmation. This is useful for:
- Actions with significant external impact (sending emails, creating records)
- Review steps before data is pushed to external systems
- Compliance workflows requiring human approval
Default: Disabled (action executes automatically)
Error Handling
Configure how errors are handled:
| Strategy | Behavior |
|---|
| Stop (default) | Workflow stops immediately on error |
| Callback | Route to an error handling branch |
| Continue | Continue with error data available |
Common Actions
Slack
- Send message to channel
- Send direct message
- Create channel
- Add reaction
Google Sheets
- Add row
- Update row
- Delete row
- Update cell
Gmail
- Send email
- Create draft
- Add label
Notion
- Create page
- Update database record
CRM (Salesforce, HubSpot)
- Create/update contact
- Create/update deal
- Add activity log
Example
Slack: Send Message
Channel: #support
Message: New ticket #{{trigger.output.ticket_id}}
Priority: {{agent.output.structured.priority}}
Assigned to: {{condition.output.assignee}}
Next Steps
