Workflow Actions

Types of Actions

Logic Actions

For branching, splitting, and conditional evaluation — anything that controls flow without doing something external. 

Delay Actions

For anything that pauses execution — whether time-based or event-based (waiting for a trigger to occur).

Communication Actions

For sending outbound communications.

Contact Management Actions

For modifying contact data or membership.

Data Op Actions

For setting or updating workflow or integration data

Integration Actions

When you connect an app to your Sakari account, the app may include actions that can utilized in a workflow

Action Categories

Logic

ActionTypeDescriptionOutput properties
A/B TestLogicRandomly distributes contacts across two or more branches for split testing messages, timing, or other variables.Assigned variant
ChoiceLogicRoutes contacts down different paths based on a fixed set of options (e.g. a contact's reply or a property value).Selected choice
DelayDelayPauses the contact in the workflow for a defined duration (minutes, hours, days) before proceeding to the next action.None
FilterLogicEvaluates contacts against one or more property conditions. Matching contacts continue; non-matches exit the workflow. Single-branch result.None
If ThenLogicSplits contacts into multiple conditional branches based on property criteria. Each branch can lead to a different workflow path.Branch path taken
Increment / DecrementData opsAdds or subtracts a number from a contact or workflow property. Useful for tracking counts, scores, or attempts.Updated numeric value
Random SplitLogicRandomly divides enrolled contacts across multiple branches by percentage or count. Useful for load balancing or experiments.Assigned bucket
Set Workflow PropertyData opsStores a value as a workflow-scoped variable available to downstream actions. Does not modify the contact record.Defined property value

Contacts

ActionTypeDescriptionOutput properties
Update ContactContact ManagementUpdate contact properties 

Integrations

ActionTypeDescriptionOutput properties
Google Sheets LookupData OpsQueries a Google Sheet row based on a matching key. Returns column values as output properties for use downstream.Matched row column values
Google Sheets ExportData opsWrites contact or workflow property data to a specified Google Sheet row or appends a new row.None
Create HubSpot DealIntegrationCreate a HubSpot Deal 
Create HubSpot MeetingIntegrationCreate a HubSpot Meeting 
Create Pipedrive ActivityIntegrationCreate a Pipedrive activity for a contact 
Create ZenDesk TicketIntegrationCreate ZenDesk ticket 

Lists

ActionTypeDescriptionOutput properties
Add to ListContact ManagementAdds the contact to a specified list within Sakari. Lists can be used for segmentation or triggering other workflows.None
Remove from ListContact ManagementRemoves the contact from a specified list. Useful for keeping segments current as contacts progress through workflows.None

Links

ActionTypeDescriptionOutput properties
Link ClickedDelayWait until a link is accessed by a contact. Contact Tracking must be enabled and utilized for eligible links.None

Messages

ActionTypeDescriptionOutput properties
Send MessageMessagingSends an SMS or MMS message to the contact. Supports templates, personalization tokens, and media attachments.Message ID, sent timestamp, delivery status
Message ReceivedDelayWait until a message is received from a contact 

 

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