Actions & steps reference (the "do")

Steps run top to bottom. You can chain as many as you like. There are three kinds: communication, records, and timing/control.

Communication

• Send email — send a branded email from your studio (your studio name and reply-to). Choose the recipient:

  • The client (main contact)

  • Main contact + project stakeholders

  • The record owner (your studio)

  • The task assignee

  • The lead contact

  • A specific email address you type in

  You can also CC/BCC team members, and personalize the subject and body with merge fields.

• Send notification — drop an in-app notification (bell + notification center, and optionally email). Send it to the studio owner, specific team members, or the client's portal.

Tasks

• Create task — create a task on a project, optionally assigned to someone.

• Update task status — move the triggering task to a status.

• Assign task — assign the task to a member, with an optional due date (e.g., "due 7 days after assignment").

• Create Asana task — push a task into the Asana project linked to the current project (requires Asana connected).

Projects

• Update project status — change the related project's status.

• Set project phase — move the related project to a phase.

Leads

• Move lead stage — advance the lead to a pipeline stage.

• Set lead status — mark the lead Open, Won, or Lost.

• Add lead note — append a note to the lead's timeline.

• Create lead task — add a follow-up task on the lead.

Timing & control

• Wait / delay — pause for minutes, hours, or days before the next step.

• Wait for another event — pause until a follow-up event happens, or a timeout passes (see Article 6).

• Only if… (condition) — branch mid-automation: continue only if a condition is met.

Tip — combine steps into a real workflow. A single automation can notify your team, wait two days, check whether the invoice is still unpaid, and then email the client. Think of steps as a recipe, not a single instruction.