Documentation Index
Fetch the complete documentation index at: https://docs.flowla.com/llms.txt
Use this file to discover all available pages before exploring further.
Actions are what your workflows do when triggered. Chain multiple actions together to create powerful automation sequences.
Room actions
| Action | Description |
|---|
| Create room from template | Creates a new room using a template |
| Change room status | Updates the room’s status |
| Change section access | Lock, unlock, hide, or show sections |
Communication actions
| Action | Description |
|---|
| Send email | Send an email from Flowla or via connected Gmail/Outlook |
| Slack send message | Post to a Slack channel or user |
| Action | Description |
|---|
| Create action | Add a new action to a room |
| Change action status | Mark actions as done, in progress, etc. |
| Duplicate action | Copy an existing action |
CRM actions (HubSpot)
| Action | Description |
|---|
| Change deal stage | Move deal to a different stage |
| Change property | Update any HubSpot property |
CRM actions (Salesforce)
| Action | Description |
|---|
| Change opportunity status | Move opportunity to a different stage |
| Change property | Update any Salesforce field |
Data actions
| Action | Description |
|---|
| Enrich contact | Add additional contact data |
| Create company from contact | Create company record |
AI actions
| Action | Description |
|---|
| AI prompt | Generate content using custom instructions |
Integration actions
| Action | Description |
|---|
| HTTP request | Call external APIs |
Configuring actions
Dynamic values:
Use data from triggers and previous actions:
{{trigger.deal_name}} - Value from the trigger{{contact.email}} - Contact information{{room.link}} - Room URL
Queue for review:
Enable “Add to queue for review” to:
- Review output before it’s sent
- Edit AI-generated content
- Approve before execution
Best practices
- Chain logically - Order actions in the sequence they should execute
- Use variables - Pass data between actions for personalization
- Handle errors - Consider what happens if an action fails
- Test incrementally - Add and test one action at a time
