User Manual
Overview

Actions

Actions are the steps required for people to reach your Workflow Goal. You can add Actions anywhere underneath the Trigger in a Workflow. 

Add an Action

There are a number of different actions that can be performed on people in Workflows. You’ll see two options when you add an 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.

Add an Action:

  1. Click + where you want to add the Action 
  2. Select the Provider
  3. Select the Action
  4. Click Update Action

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

Add a person to a Workflow

Apply a tag to a person's profile
Apply a given tag to a person.

Deactivate a person
Move a person into an inactive status where you will not be charged for them.

Delete person and all of their data
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 a person from one email series to another
Transfers a person from one email series subscription to another. The person is removed and unsubscribed from the original email series.

Record a person's conversion
A conversion is an action someone has taken, such as signing up for a trial or making a purchase.

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

Remove a tag from a person

Remove a person from an email series
Remove the person from a particular email series.

Remove a person from a workflow

Restart an email series
Restart the person from the beginning of a particular email series.

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

Send an email to a person

Send an internal notification
Sends an email to team members of your choice each time a person goes through this node.

Set a primary or custom field value on a person's profile
Set a primary or custom field for a person.

Subscribe a person to an email series
Add the person to a particular email series.

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

Unsubscribe a person from an email series 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 a 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.