Actions Reference
Last updated: 2026-02-15
Sidebar > CRM > [Entity] > [Status Group] > ⋮ Menu on stage column > Stage Automation > Add Action
Where to find it
Sidebar > CRM > [Entity] > [Status Group] > ⋮ Menu on stage column > Stage Automation > Add Action
Actions Reference
Automation actions are the building blocks of automation in Leadflip. Each action performs a specific task. Actions run sequentially unless you use Filter or Path to create branches. This reference lists all available actions and their purpose.
Communication Actions
| Action | Description |
|---|---|
Send an email to the lead or a specified address. Supports templates and variables (e.g., {{ lead.email }}). |
|
| SMS | Send an SMS message to the lead's phone number. Requires a configured SMS provider. |
Integration Actions
| Action | Description |
|---|---|
| Webhook | Send an HTTP request (GET, POST, etc.) to an external URL. Useful for integrating with CRMs, Zapier, or custom APIs. |
Lead Update Actions
| Action | Description |
|---|---|
| Update Fields | Set or change lead field values (e.g., set a custom field to "Processed" or update a note). |
| Change Stage | Move the lead to a different status or pipeline stage. |
| Assign User | Assign the lead to a team member. |
Flow Control Actions
| Action | Description |
|---|---|
| Delay | Pause the automation for a specified time (e.g., wait 1 hour before sending a follow-up email). |
| Filter | Conditionally execute the next step(s). If the condition fails, the branch stops. |
| Path | Split the automation into multiple branches. Each path can have different conditions and actions. |
Data & Formatting Actions
| Action | Description |
|---|---|
| Format | Transform or format data (e.g., parse dates, concatenate strings) for use in later steps. |
Distribution & Destructive Actions
| Action | Description |
|---|---|
| Distribution | Route the lead through a distribution profile to partners. |
| Delete Lead | Permanently delete the lead. Use with caution; typically combined with a Filter. |
Choosing the Right Action
- Welcome flow – Email + Delay + Email (follow-up)
- Lead routing – Filter (by source) + Path + Assign User
- External sync – Webhook to send lead data to another system
- Cleanup – Filter (e.g., spam) + Delete Lead