Add actions to a flow

Actions are steps that run the moment someone reaches them, with no reply needed. Add them with the same Add a step button as questions, and put each one after the questions whose answers it needs.

Steps

1. Open your flow under Data Capture Flows.
2. Click the + below the last question it depends on (or Add a step).
3. In What should happen next?, choose an action (listed below).
4. Fill in its settings and click Add & save.

Steps run top to bottom. Drag a step by its handle to move it.

The actions

Send a text

• Send a text: a text message, with an optional handout link or picture.
• Text a handout: a tracked link to your file. See Send a text or a handout.

Send an email

• Send an email: an email with your own subject and text.
• Email a handout: your file as a tracked link in an email. See Send an email or email a handout.
• Email me a notification: tells you or your team someone came in. See Get notified when someone finishes.

Actions and integrations

• Tag the contact: groups contacts across flows. See Tag contacts.
• Add to Mailchimp: adds the contact to the Mailchimp audience you choose. See Connect Mailchimp.
• Add to Kit: adds the contact to your Kit account. See Connect Kit.
• Send to a webhook: posts everything known about the contact as JSON to your URL. See Send contacts to a webhook.
• Send to Zapier: shows how to set up a Zap with the New Contact trigger. See Connect Zapier.

Rules the builder enforces

• Email first. Send an email, Email a handout, Add to Mailchimp, Add to Kit, Add to ActiveCampaign, and Add to HubSpot need an Ask for email step above them. Until there is one, their tiles say Add "Ask for email" first, and a change that would put them above it isn't saved.
• Connect first. Mailchimp, Kit, ActiveCampaign, and HubSpot tiles stay greyed out until you connect them under Settings, then Integrations.
• Handouts need a file. A handout step with no file is marked Needs attention and skipped until you add one.

If an action fails

Actions run in the background, so a slow email tool never holds up the conversation. If one fails, Textiful retries it, up to 10 attempts over about 2.7 days. Each result shows on the contact's timeline, such as "Synced to Mailchimp".