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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.

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Action categories

  • Interactions: show something to the customer and wait for a response
  • Executions: run automatically without requiring customer input
This page lists only actions that are launched.

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Interactions

Interactions are commonly used in the Customer Portal and can branch based on what the customer selects.
  • Custom offer
  • Offer skip order
  • Offer free product
  • Offer discount
  • Offer selection
  • Offer swap product
  • Poll
  • Offer renew
  • Offer change frequency
  • Show content
  • Show confirmation

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Executions

Execution actions run automatically, typically to update the subscription or record state.
  • Skip order
  • Apply discount
  • Change frequency
  • Remove all discounts
  • Cancel subscription
  • Add product
  • Swap product