Once an automation is triggered in AgentMoves, the next question is simple: what happens next?
That’s where actions come in.

Actions are the building blocks that allow AgentMoves to actually do something—send messages, update records, notify your team, and move contacts through your workflows automatically.

In this guide, we’ll break down what actions are, how they work in AgentMoves, and how to use them effectively inside your automation workflows.

What Are Actions in Workflows?

An action is a task that AgentMoves performs after a trigger fires in a workflow.

If triggers are the “when this happens”, actions are the “then do this.”

Actions tell AgentMoves exactly what to do next—whether that’s sending a follow-up message, adding a tag, creating a task, or updating a pipeline stage.

Simple Action Example

Here’s a basic automation flow:

• Trigger: A contact submits a form

• Action: Send a welcome email

• Action: Send a confirmation SMS

• Action: Create a task for an agent

Once the trigger occurs, AgentMoves executes each action in order, automatically.

Why Actions Are Important in AgentMoves Automation

Actions are what turn automation into real results. They help you:

• Respond to leads instantly

• Maintain consistent follow-ups

• Reduce manual work

• Ensure no opportunity is missed

• Deliver a better client experience

Without actions, a workflow may start—but nothing meaningful happens.

How Actions Work Inside an AgentMoves Workflow

Every workflow in AgentMoves follows this structure:

1. Trigger – Starts the automation

2. Actions – Executes tasks step by step

3. Wait & conditions – Controls timing and logic

Actions are added after the trigger and are processed from top to bottom in the order you place them.

Common Types of Actions

AgentMoves offers a wide variety of actions to automate both communication and internal processes.

1. Communication Actions

These actions handle outreach to contacts:

• Send email

• Send SMS

• Send voicemail

• Send internal notification

Use case: Instantly follow up with a new lead after form submission.

2. Contact Management Actions

These update or organize contact records:

• Add or remove tags

• Update custom fields

• Add notes to a contact

• Assign user or owner

Use case: Tag a lead as “Hot Lead” once they book an appointment.

3. Pipeline & CRM Actions

These actions manage deal flow:

• Create opportunity

• Move opportunity stage

• Update pipeline status

Use case: Automatically move a deal to “New Appointment” when booked.

4. Task & Team Actions

These support internal operations:

• Create task

• Assign task to a team member

• Send internal alerts

Use case: Notify an agent when a lead replies or books a call.

5. Timing & Control Actions

These manage automation flow:

• Wait

• If/Else condition

• Go to step

• Stop workflow

Use case: Wait 1 day before sending a follow-up email if no response is received.

Using Multiple Actions in One Workflow

You can add multiple actions within a single workflow in AgentMoves.

For example:

• Send an SMS

• Wait 1 hour

• Send an email

• Add a tag

• Create a task

Each action runs in sequence, creating a smooth and intentional automation experience.

Common Action Mistakes to Avoid

Even well-built workflows can fail if actions aren’t set up correctly. Watch out for these common mistakes:

• ❌ Sending too many messages at once

• ❌ Forgetting wait steps between actions

• ❌ Using the wrong action type

• ❌ Not testing actions before publishing

These issues can lead to poor user experience or missed automation steps.

Best Practices for Using Actions

• Use wait steps to space out communication

• Keep actions simple and intentional

• Name workflows clearly so actions are easy to understand

• Test actions using a test contact

• Combine actions with tags for tracking and reporting

How Actions and Triggers Work Together

Triggers and actions are designed to work hand in hand:

• Trigger: When something happens

• Action: Do something automatically

Once you master both, you can build powerful automations that run your business behind the scenes.

Final Thoughts: Actions Power Every Workflow

Actions are what bring AgentMoves automations to life. They handle the communication, organization, and follow-up that would otherwise take hours of manual work.

When used correctly, actions help you:

• Respond faster

• Stay organized

• Deliver consistent experiences

• Scale without burnout