Flow Steps

Learn the building blocks of a flow and when to use each step.

What a step does

Steps are the actions, waits, and decisions inside a flow. You can combine them to build a sequence that reacts to what a contact does. If you are still picking a starting event, see Flow Triggers.

Flow steps overview (visual grouping)

Use this mental model when building a flow:

  • Timing: Delay, Wait Until
  • Communication: Email, SMS
  • Logic: Conditions, A/B Testing
  • Data + Integrations: Actions, Webhook

Step types (quick guide)

Delay
Pause for a set amount of time.
Wait Until
Pause until a date/time or condition is met.
Email
Send a specific email at this step.
SMS
Send a text message at this step.
Conditions
Branch the flow based on a rule.
Actions
Update fields, tags, lists, or boards.
Webhook
Call an external system at this step.
A/B Testing
Split contacts to compare two paths.

Need help verifying? Use Flow Testing once your steps are in place.

Updated Jan 7, 2026

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