Setting workflow actions in Dalil
Configure CRM actions, pipeline updates, sequence enrollments, messaging actions, and HTTP requests inside your workflows.
Workflow actions are operations executed after trigger conditions are satisfied. They update records, manage pipeline data, send messages, or interact with external systems.
Types of Actions
Data Actions
These handle CRM record management through operations like create, update, delete, search, and bulk modifications across People, Companies, and Opportunities entities.
Pipeline Actions
These manage opportunities and deal progression, including adding records to pipelines, updating stages, and performing bulk operations on opportunity data.
Sequence Actions
These automate contact enrollment and removal from outreach campaigns across channels like email, WhatsApp, and LinkedIn.
Advanced Actions
These connect to external systems through HTTP requests and custom code execution, enabling integration with third-party platforms.
Chaining Multiple Actions
Workflows can chain multiple actions sequentially. For instance, when an opportunity reaches "Closed Won," a workflow might simultaneously:
- Send customer notifications
- Enroll contacts in onboarding programs
- Create manager tasks
Impact
By automating responses to CRM events, Dalil eliminates manual repetition and standardizes processes across lead handling, deal management, and customer interactions. Actions execute in the order they are configured, and you can add as many actions as needed to complete a business process end-to-end.
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