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.

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.

Updated Jan 7, 2026

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