Actions
Update fields, tags, lists, or boards.
What this step does
An Action step updates contact data or organization state so the rest of the system stays in sync.
How to use it (recommended)
1
Add an Action step
Add an Action step where you want data to update.
2
Choose the action
Select what should change (field, tag, list, board, etc.).
3
Test with one contact
Trigger the flow once and confirm the update applies.
Common actions
- Update a custom field
- Add or remove tags
- Add or remove lists
- Move or add a contact to a board stage
- Mark a contact as unsubscribed
Tips
- Only update what you need (avoid too many changes in one step).
- Test with a single contact to confirm the action applies correctly.
Need to branch based on data first? See Conditions.
Related Help Docs
Updated Jan 7, 2026
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