Action nodes perform specific tasks within a flow. They represent the actions your flow will execute when triggered, enabling you to automate responses, update contact information, manage conversations, and integrate with external systems.
For example, when you receive a message from a contact, action nodes allow you to define how you would like to handle it, like sending back a message, assign this conversation to an agent or a team, or pass this conversation to AI to engage with your customers.
In this guide, we'll explore the different action nodes in Flow Builder so you can choose the right ones to meet your business needs. The table below outlines all available action nodes and the task they perform:
| Action name | Description |
| Send message | Sends a message to the customer through a specified messaging channel |
| Send media | Sends media files, such as images, videos, or documents, to the customer |
| Add internal note | Adds an internal note to the customer's conversation for your team members to reference |
| Update contact | Updates a customer's contact property with new information |
| Add to list | Adds a customer to a specific contact list |
| Remove from list | Removes a customer from a specific contact list |
| Add label | Adds a label to a customer's contact profile |
| Remove label | Removes a label from a customer's contact profile |
| Change conversation status | Changes the status of a customer's conversation, such as opening or closing it |
| Assign to | Assigns the customer's conversation to a specific user or team |
| Add collaborator | Adds another user or team member as a collaborator on the customer's conversation |
| Remove collaborator | Removes a user or team member as a collaborator on the customer's conversation |
| Send triggered message webhook | Sends a webhook to an external platform with information about the customer's incoming message |
| Send contact webhook | Sends a webhook to an external platform with information about the customer |
| Send HTTP request | Sends a HTTP request to an external API or endpoint |
| Create ticket | Create a ticket in SleekFlow platform |
| Create custom object record | Create a record within your custom object |
| Update custom object record | Update a record within your custom object |
| Add Google Sheet row | Add a Google Sheet row to the selected sheet |
| Update Google Sheet row | Update a Google Sheet row to the selected sheet |
| Search Google Sheet row | Search for a Google Sheet row to the selected sheet |
| Create HubSpot record | Create a HubSpot record |
| Update HubSpot record | Update your HubSpot records with new values |
| Search HubSpot record | Search for your HubSpot records |
| Create Zoho record | Create a Zoho record |
| Update Zoho record | Update your Zoho records with new values |
| Search Zoho record | Search for your Zoho records |
| Create Salesforce record | When a new record is created in Salesforce |
| Update Salesforce record | Update your Salesforce records with new values |
| Search Salesforce record | Search for your Salesforce records |
| Send Meta conversion event | Send a Meta conversion event to track customer interactions for analytics and optimization |
| Update contact with record source | Update one or more contact properties of a contact with a record source |
| Reply post comment | Send a response when someone comments on your social media post |
| Reply post comment via direct message | Send a private message when someone comments on your social media post |
| Send contact webhook | Send the enrolled contact’s payload to an external system via webhook |
| Send triggered message webhook | Send the payload of the message that triggered the enrollment to an external system via webhook |
| AgentFlow (Beta) | Use an AI agent to handle conversations and manage contacts based on predefined settings |
Add action node to flow
- Add an action node to your flow by either:
- Click on The first node in the flow canvas.
- Add a new node to the flow
- In the “Select a node” modal, you can select an action node to configure specific tasks that the system will carry out on enrolled contacts.
Once you have chosen the action of your choice, the action node will be inserted into the flow. You can configure the settings of the action node in its node form that will be displayed on the right-hand side of the screen.
