Actions are the things that happen when a workflow fires. Each workflow can have multiple actions in sequence or parallel.
Email actions
- Send email — pick a template, send to the triggering record's contact (or a specified address).
- Enroll in sequence — add the contact to an email sequence.
Record actions
- Create task — assign a task to a user with title, description, due date.
- Update field — change a field on the triggering record (e.g. set lifecycle to Customer when first deal closes).
- Add tag / Remove tag.
- Create activity — log a call, meeting, or note.
- Create child record — e.g. when a deal is Won, create a renewal opportunity 11 months in the future.
Notification actions
- Send Slack message — post to a configured Slack channel via the Slack integration.
- Send SMS — fire an SMS through Twilio.
- In-app notification — notify a specific user inside Tormano.
External actions
- Send webhook — POST to an external URL with a JSON payload of the triggering record. For wiring Tormano to other systems.
- Run AI prompt — pass the record to an Anthropic Claude prompt and store the response on a custom field (e.g. auto-summarize a long note).
Wait actions
- Wait — pause the workflow for a duration before continuing. "Send welcome email, wait 3 days, send second email."