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User Manual
Overview

Action

An Action performs a task on a person when passed through, such as subscribing them to a campaign. Actions can come from Drip or from one of our integrations. In Workflows, Actions are placed underneath Triggers. When a person triggers the step in a Workflow the Actions are performed.

Workflow Action Editor

There are a number of different actions that can be performed on people in Workflows.  

To select an Action:

  1. From the drop-down to the left, select the event Provider

  2. From the drop-down to the right, select the Action

Provider

The service, Drip or another supported service, which provides a particular event.

Action

The task to perform when a person passes through the node in a Workflow.

Update Action

The Update Action button in a Workflow Action editor.

Save the Action node to the Workflow. This is also how you save an Action when modified.

List of Actions in Workflows

There are a number of different action nodes that you can apply in a Workflow. The following is a list of actions by the specific providers.

Drip

Apply a tag
Apply a given tag to the person.

Delete person
Deletes the person (and all of their data) from your account.

Flag as a prospect
If lead scoring is enabled, begin lead scoring for this person.

Move from one campaign to another
Transfers a person from one campaign subscription to another. The person is removed and unsubscribed from the original campaign.

Record a conversion
Tracks a given conversion for the person.

Record a custom event
Records a given custom event for the person.

Remove a tag
Remove a given tag from the person.

Remove from a campaign
Remove the person from a particular campaign.

Remove from a workflow
Remove the person from a workflow.

Restart a campaign
Restart the person from the beginning of a particular campaign.

Send a campaign
Add the person to a particular campaign.

Send a notification email
Send a notification with information about this person.

Send a one-off email
Send a special email to the person.

Send an HTTP post
Send a JSON or Form Encoded request to a URL.

Set a custom field value
Set a custom field for the person.

Start a workflow
Add the person to a workflow.

Unflag as a prospect
If lead scoring is enabled, stop lead scoring for this person.

Unsubscribe a person
Unsubscribe the person form a campaign or all mailings.

Close

This provider includes the actions that are available for accounts integrated with Close, a CRM provider.

Send person
Syncs the person’s email address from Drip to the integrated Close account.

Demio

This provider includes the actions that are available for accounts integrated with Demio, a webinar host provider.

Register person
Registers the person for a given webinar in the integrated Demio account.

Facebook

This provider includes the actions that are available for accounts integrated with Facebook, a CRM provider.

Add to custom audience
Adds a person to a custom audience in the integrated Facebook business account.

Remove from custom audience
Removes a person from a custom audience in the integrated Facebook business account.

Insightly

This provider includes the actions that are available for accounts integrated with Insightly, a CRM provider.

Send person
Syncs the person’s email address from Drip to the integrated Insightly account.

Pipedrive

This provider includes the actions that are available for accounts integrated with Pipedrive, a CRM provider.

Send person
Syncs the person’s email address from Drip to the integrated Pipedrive account.

PlusThis

This provider includes the actions that are available for accounts integrated with PlusThis, a marketing automation provider.

Send person
Syncs the person’s email address from Drip to the integrated PlusThis account.

Salesforce

This provider includes the actions that are available for accounts integrated with Salesforce, a CRM provider.

Send person
Syncs the person’s email address from Drip to the integrated Salesforce account.