Actions are what your workflow actually does — the steps Flowla takes once a trigger fires.
Room actions
| Action | What it does |
|---|
| Create room from template | Creates a new room using a template you choose |
| Change room status | Updates the room’s status (e.g. active, closed) |
| Change section access | Lock, unlock, hide, or show sections inside a room |
Communication actions
| Action | What it does |
|---|
| Send email | Sends an email from Flowla or via your connected Gmail or Outlook account |
| Slack send message | Posts a message to a Slack channel or a specific person |
| Action | What it does |
|---|
| Create company from contact | Creates a company record using the contact’s email domain and details |
| Find or create a company | Looks up an existing company or creates a new one if it doesn’t exist yet |
| Find or create contact | Looks up a contact by email and creates one if they’re not already there |
| Enrich contact | Pulls in extra details about a contact — job title, LinkedIn, company info |
| Add a contact to room | Adds an existing contact as a stakeholder in the current room |
Task actions
| Action | What it does |
|---|
| Create action | Adds a new task to a room |
| Change action status | Marks a task as done, in progress, or another status |
| Duplicate action | Copies an existing task |
CRM actions — HubSpot
| Action | What it does |
|---|
| Change deal stage | Moves a deal to a different stage in HubSpot |
| Change property | Updates any field in HubSpot |
CRM actions — Salesforce
| Action | What it does |
|---|
| Change opportunity status | Moves an opportunity to a different stage in Salesforce |
| Change property | Updates any field in Salesforce |
CRM actions — Attio
| Action | What it does |
|---|
| Find Attio deal | Searches for an existing deal record in Attio |
| Change property | Updates any field in Attio |
AI actions
| Action | What it does |
|---|
| AI prompt | Generates content using custom instructions you provide |
Advanced actions
| Action | What it does |
|---|
| Stop workflow with conditions | Stops the workflow if certain conditions are met |
| Conditional path | Branches the workflow in different directions based on logic |
| Loop | Repeats a set of actions for each item in a list |
| Delay | Pauses the workflow for a set amount of time before continuing |
| Make an HTTP request | Sends a request to an external tool or service |
| Code | Runs custom code at a specific point in the workflow |
Configuring actions
Using dynamic values
You can pull in real data from earlier in the workflow — like the contact’s name, the room link, or the deal name — so each action is personalized automatically.
Examples:
{{trigger.deal_name}} — the name of the deal that triggered the workflow{{contact.email}} — the contact’s email address{{room.link}} — the shareable link to the room
Use dynamic values wherever possible — hardcoding a contact name or email address makes the workflow brittle and less useful across your team.
Best practices
- Order actions logically — Run them in the sequence they should happen
- Use dynamic values — Personalise each action with real data from the trigger
- Plan for errors — Think about what should happen if an action doesn’t work
- Test one step at a time — Add actions gradually and verify each one before adding the next
