Action types

Actions are the things that happen when a workflow fires. A workflow can chain multiple actions.

Email and outreach

Send email — pick a template and send to the triggering record's contact (or a specified address).
Enroll in sequence — add the contact to an email sequence.
Send SMS — fire an SMS through Twilio.

Create task — assign a task to a user with title, description, and due date.
Update field — change a field on the triggering record (e.g. set lifecycle to Customer when a first deal closes).
Assign owner — set or reassign the record owner (great for round-robin lead assignment).
Add tag / Remove tag.
Add to list / Remove from list.
Change lifecycle stage — move a contact to a different lifecycle stage.
Change deal stage — move a deal to a different pipeline stage.
Create deal — create a new deal.
Create activity — log a call, meeting, or note.

Send notification — notify a specific user inside Tormano (in-app and/or email).

Create invoice, Create estimate, and Create sales receipt in QuickBooks from the triggering record.

Trigger webhook — POST to an external URL with a JSON payload of the triggering record, for wiring Tormano to other systems.

Wait — pause the workflow for a duration before continuing (e.g. "send welcome email, wait 3 days, then send the second email").