Setting workflow actions in Dalil

Workflow actions are the operations a workflow executes after its trigger fires and its conditions are satisfied. They update records, manage pipeline data, enroll contacts in sequences, run AI agents, or interact with external systems.

When you add a step in the workflow editor, actions are organized into groups. Use the search box to find an action by name.

Entity Actions

Manage CRM records on any entity (People, Companies, Opportunities, custom entities):

• Create Record: create a new record with the field values you define
• Update Record: change field values on a record (for example, assign an owner)
• Delete Record: remove a record
• Search Records: find records matching conditions, for use in later steps
• Bulk Update Records / Bulk Delete Records: apply a change to many records at once

Task Actions

• Create Task: create a task with a title, assignee, and due date (for example, a follow-up for the account manager)
• Complete Task: mark an existing task as done

Pipeline Actions

Manage records inside pipelines and deal progression:

• Create/Update Pipeline Record: add a record to a pipeline, or update it if it's already there
• Update Pipeline Record: change a pipeline record, such as moving its stage
• Delete Pipeline Record: remove a record from a pipeline
• Find Pipeline Records: search pipeline records for use in later steps
• Bulk Update Pipeline Records / Bulk Delete Pipeline Records

Sequence Actions

Connect workflows to your outreach campaigns:

• Add to Sequence Campaign: enroll the contact in a sequence
• Pause Sequence Person: pause a contact's progress in a sequence
• Exit from Sequence Campaign: remove the contact from a sequence

Outbound messages themselves (email, WhatsApp, LinkedIn) are sent by Sequences, not by individual workflow actions. The workflow decides who enters or leaves a campaign; the sequence handles the messaging, senders, and scheduling.

AI Actions

• AI Agent: give an AI agent a prompt (using variables from earlier steps) and use its text output in later steps
• AI CRM Agent: an AI agent that can read and act on your CRM data directly

Calculation Actions

Transform data mid-workflow:

• Formula: compute a value with an expression
• Aggregate Values: count, sum, or average across a list of records
• Random Number: generate a random value (useful for A/B splits)
• Adjust Time: add or subtract time from a date value

Other Actions

• HTTP Request: call an external API (GET/POST/PUT/PATCH/DELETE) with a body built from variables
• Enrich data: run enrichment on a record to find missing information
• Form: pause the workflow and ask a teammate for input before continuing; the assignee gets a notification
• Comment: add an annotation to the workflow canvas to document what a section does

Chaining Multiple Actions

Actions execute sequentially, in the order they are connected on the canvas. Each action's output is available to later steps as variables. For instance, when an opportunity reaches "Closed Won," a workflow might:

1. Add the contact to an onboarding sequence
2. Create a task for the account manager
3. Notify an external system via HTTP request

You can add as many actions as needed to complete a business process end-to-end, and combine them with filters, conditions, and branching to control which ones run.

Impact

By automating responses to CRM events, Dalil eliminates manual repetition and standardizes processes across lead handling, deal management, and customer engagement, with every message still flowing through your sequences, so outreach stays consistent and measurable.