The contacts action nodes allow you to make changes to your customer records directly within a flow. Instead of updating contact details manually, you can use these nodes to add new information, edit contact properties, apply or remove labels, and manage lists as part of your automation.

This helps you:

• Keep customer profiles up to date in real time
• Automatically segment contacts based on their actions or attributes
• Ensure that your sales, marketing, and support teams always have the latest data to work with

Create contact

The “Create contact”action node lets you add a new contact to SleekFlow during a flow. By defining a unique identifier (such as phone number) and assigning properties like name, email, or custom fields, you can automatically capture and enrich customer information.

Set up "Create contact" action node

1. Click on the Create contact action node to open up its node form, which will appear on the right side of the screen

2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • Contact identifier type: Select the unique contact property to identify or create the contact with. Currently, the supported option is phone number
  • Contact identifier: Enter the value for the identifier type you selected (e.g., the phone number of the contact).
  • Contact Property: Select the contact property that you wish to add for the contact
  • Value: Enter the value you want to add to the selected property

Update contact 

The “Update contact” action updates a contact's property with new information. Use this action to update contact details, add new custom fields, or modify existing information to maintain accurate and up-to-date contact records.

Set up "Update contact" action node

1. Click on the Update contact action node to open up its node form, which will appear on the right side of the screen
2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • Contact property: Select the contact property that you wish to update
  • Value: Enter the new value or content you want to update the selected contact property with
  • Add property: Add up to 10 contact properties to update within one action node

Identify and update contact 

The “Identify and update contact” action allows you to locate an existing contact using a unique identifier and update its properties. If no matching record exists, the system can automatically create a new contact to keep your database accurate and complete.

Set up "Identify and update contact" action node

1. Click on the Identify and update contact action node to open up its node form, which will appear on the right side of the screen

2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • Identify by: Select the identifier that you want to use to match a contact (e.g., phone number or email)
  • Value:  Enter or select a flow variable that provides the value for the chosen identifier
  • Update contact property: Select the contact property you want to update and define the new value

• Create contact if none exists: Decide whether to automatically create a new contact when no existing match is found
  • Yes: A new contact will be created in SleekFlow if no record matches the chosen identifier
  • No: The flow will only attempt to update existing contacts. If no matching contact is found, the flow will fail and stop at this step

Add to list 

The “Add to list” action adds a contact to a list or lists of your choice. Use this action to segment your audience, target specific groups with tailored messages, or trigger workflows based on list membership.

Set up "Add to list" action node

1. Click on the Add to list action node to open up its node form, which will appear on the right side of the screen
2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • List: Select the contact lists that you want the enrollment contact to be added to 

Remove from list 

The “Remove from list” action removes a contact from a specific list or lists. Use this action to update contact segments, remove contacts from targeted campaigns, or adjust list membership based on changing criteria.

Set up "Remove from list" action node

1. Click on the Remove from list action node to open up its node form, which will appear on the right side of the screen
2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • Remove from: You can either remove the contact from specific lists or remove the contact from all lists they are in
  • List: If you selected “Specific list”, specify the contact lists you want the contact to be removed from 

Add label 

The “Add label” action adds a label or labels to a contact's profile. Use this action to categorize contacts, trigger workflows based on labels, or send targeted messages to specific groups based on label attributes.

Set up "Add label" action node

1. Click on the Add label action node to open up its node form, which will appear on the right side of the screen
2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • Label: Specify the labels you want to add to the enrollment's contact profile

Remove label 

The “Remove label” action removes a label or labels from a contact's profile. Use this action to update contact categorization, remove contacts from targeted campaigns, or adjust label assignments based on changing criteria.

Set up "Remove label" action node

1. Click on the Remove label action node to open up its node form, which will appear on the right side of the screen

2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • Remove from: You can either remove specific label or remove all all labels the contact have 
  • Label: If you selected “Specific label”, specify the labels you want to remove from the contact