TormanoActions are what happens when a workflow runs, and a workflow can run several one after another. Where these say “the record”, that means the record that started the workflow.
Email and outreach
- Send email: pick a template and send it to the record’s contact, or to an address you name.
- Enroll in sequence: add the contact to an email sequence (Business edition).
Record actions
- Create task: assign a task to a user with title, description, and due date.
- Update field: change a field on the record, such as setting lifecycle to Customer when a first deal closes.
- Assign owner: set or change who owns the record, which is how round-robin assignment works.
- Add tag and Remove tag: put a tag on the record, or take one off.
- Add to list and Remove from list: move the contact in or out of a 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: open a new deal linked to the record.
- Create activity: log a call, meeting, or note.
Everything else
- Send notification: tell a particular person, in the app, by email, or both.
- Create invoice, Create estimate, and Create sales receipt: raise the document in QuickBooks from the record.
- Trigger webhook: send the record’s details to another system’s address so it can act on the change. See Send your data to another system.
- Wait: pause before the next action, so you can send a welcome email, wait three days, then send the second one.
Workflows send email, not text messages.