Actions

Actions define what the workflow does once it starts. After a trigger fires and conditions are evaluated, actions determine what happens next. A workflow can contain multiple actions and can branch based on customer responses. Not every action is available for every trigger. The builder hides incompatible actions and blocks publishing if an incompatible action remains on the canvas.

Action categories

Interactions: show something to the customer and wait for a response
Executions: run automatically without requiring customer input

Interactions

Interactions require customer input to proceed. By default, they display a popup prompting the customer to confirm or make a choice. In cancellation (and similar) flows, accepting an offer typically keeps the subscription from the trigger’s default outcome (for example, cancellation). Customers see configurable Accept / Decline (or similar) buttons. Choosing Accept is enough to apply the related effect. In other words, you don’t have to follow an Offer Delay Order interaction with a separate Delay Order execution. Interactions require the customer to be present in the Customer Portal, so they can only be used with customer-initiated triggers.

Action	Description
`Poll`	Ask a question — the customer selects from available options
`Collect Feedback`	Ask for open-ended written feedback (optional skip unless marked required)
`Offer Discount`	Present a discount offer to the customer
`Offer Delay Order`	Offer to delay the next order by one billing cycle, or let the customer pick a custom delay (days/weeks/months)
`Offer Renew`	Offer to renew the subscription immediately
`Offer Free Product`	Offer a free product to the customer
`Offer Selection`	Present multiple offer options (discounts and/or free products) for the customer to choose
`Offer Change Frequency`	Offer to change subscription frequency
`Offer Swap Product`	Offer to swap a subscription product
`Show Content`	Display custom content with a Continue button. Supports a display limit so it does not show too often
`Custom Offer`	Display any content with accept and decline options (accepting prevents the trigger’s default outcome without applying a specific system action)
`Show Confirmation`	Display a confirmation message (often used as a final step)

Executions

Executions run without waiting for confirmation.

Subscription & messaging

Action	Description
`Apply Discount`	Apply a percentage or fixed discount to the subscription (optional recurring cycle limit)
`Cancel Subscription`	Cancel the subscription
`Delay Order`	Delay the next scheduled order by one billing cycle, or by a custom number of days/weeks/months
`Add Product`	Add a product variant to the subscription (optional custom price, quantity, and recurring cycle limit)
`Swap Product`	Swap one product variant for another in the subscription
`Change Frequency`	Change the subscription delivery/billing frequency
`Remove Subscription Item`	Remove a product from the subscription
`Add Tag`	Add a tag to the customer
`Remove Tag`	Remove a tag from the customer
`Send SMS`	Send an SMS to the customer (single segment; requires SMS access in notification settings). Not available on Next order updated
`Send event to Klaviyo`	Send a custom Klaviyo event for the customer (requires Klaviyo integration). Event name plus optional properties
`Send event to Customer.io`	Send a custom Customer.io event for the customer (requires Customer.io integration). Event name plus optional properties

Payment failed (dunning)

These actions are only available with the Payment failed trigger.

Action	Description
`Schedule Charge`	Retry the payment after a configurable delay (for example `24h`)
`Default Dunning`	Fall back to the standard dunning retry schedule (exponential backoff and notifications)
`Fail Subscription`	Expire the dunning period and fail the subscription

Scheduled order actions

These actions are only available with the Next order updated trigger. They:

Modify the upcoming order — adjust the scheduled order when conditions are met (for example add a gift, apply a discount, or change the date).
Validate the renewal — approve the order or block it from processing.

Rules are re-evaluated whenever the subscription is updated or interacted with, so the upcoming order stays in sync with your workflow conditions.

Action	Description
`Approve Order`	Approve the scheduled order and proceed with renewal
`Add Item`	Add a product variant to the scheduled order (price and quantity; fields unlock after a variant is selected; price can autofill from the variant)
`Remove Item`	Remove items matching a product variant from the scheduled order
`Update Item`	Update quantity or price of items matching a product variant
`Apply Discount`	Apply a discount to the scheduled order. Types: percentage, fixed amount, or fixed price (sets the products total to a target value; always applies to all products, never shipping; supersedes other discounts on the order and recalculates on each upcoming order)
`Reschedule Order`	Change the scheduled order date
`Add Custom Attribute`	Add a custom attribute to the scheduled order
`Remove Custom Attribute`	Remove a custom attribute from the scheduled order
`Add Note`	Add a note to the upcoming order; it is carried through to the resulting Shopify order
`Remove All Discounts`	Remove all discounts from the scheduled order
`Block Order`	Block the scheduled order with validation errors that must be resolved before renewal

Messaging actions (Send SMS, and similar) are not offered on Next order updated, so customers are not messaged on every order regeneration.

Getting started

Subscription experiences

Workflows

Settings

Integrations

Use guide

Action categories

Interactions

Executions

Subscription & messaging

Payment failed (dunning)

Scheduled order actions

​Action categories

​Interactions

​Executions

​Subscription & messaging

​Payment failed (dunning)

​Scheduled order actions

Action categories

Interactions

Executions

Subscription & messaging

Payment failed (dunning)

Scheduled order actions