Room actions
| Action | Description |
|---|---|
| Create room from template | Creates a new room using a template |
| Change room status | Updates the room’s status |
| Change section access | Lock, unlock, hide, or show sections |
Communication actions
| Action | Description |
|---|---|
| Send email | Send an email from Flowla or via connected Gmail/Outlook |
| Slack send message | Post to a Slack channel or user |
Action related actions
| Action | Description |
|---|---|
| Create action | Add a new action to a room |
| Change action status | Mark actions as done, in progress, etc. |
| Duplicate action | Copy an existing action |
CRM actions (HubSpot)
| Action | Description |
|---|---|
| Change deal stage | Move deal to a different stage |
| Change property | Update any HubSpot property |
CRM actions (Salesforce)
| Action | Description |
|---|---|
| Change opportunity status | Move opportunity to a different stage |
| Change property | Update any Salesforce field |
Data actions
| Action | Description |
|---|---|
| Enrich contact | Add additional contact data |
| Create company from contact | Create company record |
AI actions
| Action | Description |
|---|---|
| AI prompt | Generate content using custom instructions |
Integration actions
| Action | Description |
|---|---|
| HTTP request | Call external APIs |
Configuring actions
Dynamic values: Use data from triggers and previous actions:{{trigger.deal_name}}- Value from the trigger{{contact.email}}- Contact information{{room.link}}- Room URL
- Review output before it’s sent
- Edit AI-generated content
- Approve before execution
Best practices
- Chain logically - Order actions in the sequence they should execute
- Use variables - Pass data between actions for personalization
- Handle errors - Consider what happens if an action fails
- Test incrementally - Add and test one action at a time