Workflow actions define what happens after a workflow is triggered.

Once a trigger event occurs, Dalil executes one or more actions that update records, manage pipeline data, send messages, or interact with external systems.

Actions allow workflows to automate sales operations across the entire CRM, ensuring that tasks such as updating records, assigning deals, enrolling contacts into sequences, or sending follow-up messages happen automatically.

By combining triggers with actions, Dalil workflows can automate complex processes across your sales system.

What a workflow action is

A workflow action is an operation executed by a workflow after the trigger conditions are met.

Actions can modify CRM records, update pipeline data, send messages, or interact with external systems.

Example

Trigger
Person record created

Action
Create company record if missing

This automation ensures that new contacts always have an associated company in the CRM.

Data actions

Data actions allow workflows to create, update, search, and manage CRM records.

These actions operate across entities such as People, Companies, and Opportunities.

Available data actions include:

• Create record

• Update record

• Delete record

• Search records

• Bulk update records

• Bulk delete records

Example

Trigger
Person created

Action
Create company if missing

This workflow automatically ensures that new contacts are linked to the correct organization.

Bulk operations are useful for updating multiple records at once, especially when workflows process lists of contacts or accounts.

Pipeline Actions

Pipeline actions allow workflows to manage opportunities and pipeline records.

These actions help automate deal management as opportunities move through the sales process.

Available pipeline actions include:

• Add to pipeline

• Update pipeline record

• Delete pipeline record

• Find pipeline records

• Bulk update pipeline records

• Bulk delete pipeline records

Example

Trigger
Opportunity created

Action
Add to sales pipeline

This ensures that new opportunities are automatically tracked inside the correct pipeline.

Workflows can also update deal attributes, move opportunities between stages, or search for specific pipeline records.

Sequence actions

Sequence actions allow workflows to enroll or remove contacts from outreach sequences.

Sequences automate sales outreach across channels such as email, WhatsApp, and LinkedIn.

Available sequence actions include:

• Add to sequence campaign

• Exit from sequence campaign

Example

Trigger
Lead created

Action
Add to outbound sequence

This ensures that new leads automatically enter a follow-up sequence without requiring manual enrollment.

Workflows can also remove contacts from sequences when certain conditions are met, such as when a deal is created or a reply is received.

Integration and advanced actions

Advanced actions allow workflows to interact with external systems and custom automation logic.

These capabilities enable Dalil to integrate with other platforms or perform custom operations.

Available advanced actions include:

• HTTP request

• Code execution

Example

Trigger
Record updated

Action
Send data to external system

For example, a workflow might send lead information to a marketing platform, update an external database, or trigger another automation service.

Combining multiple actions

Workflows can include multiple actions executed in sequence.

For example:

Trigger
Opportunity stage updated → Closed Won

Actions
Send WhatsApp message to customer
Add contact to onboarding sequence
Create task for account manager

By chaining multiple actions together, Dalil workflows can automate entire operational processes.

Key outcome

Workflow actions allow Dalil to transform events in your CRM into automated processes.

By using actions to update records, manage pipelines, send messages, and integrate with external systems, teams can eliminate repetitive tasks and ensure that every lead, deal, and customer interaction follows a consistent process.