Action steps

Action steps perform a variety of jobs in a workflow: call an outside system, redirect a visitor, work with dates, and store values for later steps to use.

Add a step in the Workflows builder with Add Node, then pick one of the steps below. Many fields accept data from the trigger or an earlier step: type {{ to open the variable picker.

Send to Webhook

Sends an HTTP request to a URL you choose, so a workflow can push data to a system Default does not connect to natively. The endpoint must be reachable on the public internet over http or https. Default blocks requests to localhost and to private or internal network addresses. Request

Field	What it does	How to use it
Request Type	The HTTP method.	Choose POST, GET, PUT, PATCH, or DELETE. GET requests are sent without a body.
Request URL	The endpoint the request is sent to.	Enter the full URL, for example `https://api.example.com/leads`. Type `{{` to insert a value if the URL needs one.
URL Parameters	Query-string values added to the URL.	Add a key and value, for example `source` and `default`, appended as `?source=default`.
Headers	Request headers.	Add a key and value for each header the endpoint expects. If you send a body and set no `Content-Type`, Default sends `application/json`.

Authorization controls how Default authenticates: choose None, API Key (you set an API Key and a Header Name, default X-API-Key), Token (a Bearer Token), or Basic (a Username and Password). Body has two tabs. Fields builds the body from key and value pairs. JSON lets you write the raw JSON yourself (type {{ to insert a value). A body is sent only with POST, PUT, PATCH, and DELETE. Example response is optional: paste a sample of the JSON your endpoint returns so later steps can use its fields, and so the run log warns you if the live response looks different. After the request runs, the response body and the HTTP status code are available to later steps. To act on the result, add a Multi-Branch step and compare the status code. A request that takes longer than 30 seconds is cancelled, and redirects are not followed.

Redirect

Sends the visitor’s browser to a URL. Useful at the end of a form-driven workflow.

Field	What it does	How to use it
URL to Redirect to	Where to send the visitor.	Enter the destination, for example `https://example.com/thank-you`.
URL Parameters	Query-string values added to the URL.	Optional. Add a key and value, for example `name` set to the lead’s first name from an earlier step.

Date Transformer

Shifts a date forward or backward and saves the result for later steps. You can add more than one transform. For each transform:

Field	What it does	How to use it
Input date	The date to shift.	Pick a date or date-and-time value from the workflow, for example the meeting’s scheduled time.
Direction	Shift earlier or later.	Choose Before or After.
Unit	The unit of time.	Choose Minutes, Hours, or Days.
Amount	How much to shift.	Enter a number, for example `1`.
Output name	What to call the result.	Enter a name, for example `reminder_time`, to reference it in later steps. Use letters, numbers, and underscores.

For example, set Input date to the meeting time, Before, Days, Amount 1, and Output name reminder_time to get the day before the meeting for a reminder step.

Create Variable

Defines one or more named variables you can reuse in later steps. Each variable’s value can reference data from an earlier step or be a fixed value you type in.

Field	What it does	How to use it
Variable name	What to call the value.	Enter a name, for example `campaign_name` or `meta.source` (dot notation is allowed).
Value	The value to store.	Pick a value from an earlier step, or type a fixed value such as `Q3 inbound`.

Select Add variable to define another one in the same step. For example, set campaign_name to a fixed value and lead_score to a value an enrichment step produced, then reference both in a later CRM or notification step.

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Send to Webhook

Redirect

Date Transformer

Create Variable

​Send to Webhook

​Redirect

​Date Transformer

​Create Variable

Send to Webhook

Redirect

Date Transformer

Create Variable