Workflow Actions

Actions are the “what” of an automation. The operations Custral runs when a workflow fires or a sequence advances. This is the reference for the built-in action nodes; connected apps and AI add more (see Connecting to external apps).

Records & data

Action	What it does
Create Record	Create a new record of an object with initial property values, optionally from a template or template pool.
Update Property	Set a single property on a record: status, owner, or any custom field.
Duplicate Record	Clone a record, including its notes, whiteboard, and spreadsheet documents.
Delete Record	Archive (soft-delete) a record by id, reversible.
Fetch Record	Load one record by id for use in later steps.
Fetch Multiple Records	Load a list of records by id in a single call.
Search Records	Find records of an object where a property matches a value.
Add to List	Add a record to a collection.

Communication

Action	What it does
Send Email	Send a personalized email through a connected channel (supports templates and `{{ }}` variables).
Send SMS	Send a text message through a connected phone number.
Make Call	Place an outbound call through a connected phone number.
Record Meeting	Send the AI notetaker to a Zoom / Meet / Teams link and transcribe it.

Conversations

Action	What it does
Update Conversation Status	Set a conversation to open, closed, or trash.
Assign User to Conversation	Add a teammate as a participant.
Update Conversation Title	Set or overwrite the title.
Assign Conversation Templates	Attach report templates to a conversation.
Delete Conversation	Permanently delete a conversation and its data.

Tasks

Action	What it does
Create Task	Create and assign a task, optionally linked to a record.
Fetch Task	Get the pending tasks linked to a record for later logic.
Complete Task	Mark a task complete by id.

Logic & flow

Action	What it does
Loop / Loop End	Repeat the steps between them once per item in an array.
Regex Extract	Pull a value out of text with a regular expression.
Enroll in Sequence	Enroll a record into a sequence.

For branching (if / else) and conditions, see Edges & logic.

Notifications & utilities

Action	What it does
Notify User	Send an in-app + mobile push notification to a user.
Fetch User	Look up a teammate by user id or email.
Fetch Random Email	Pick a random sender address from a set of users (for round-robin sending).
Fetch From Pool	Select and lock a channel from a pool for this run.

Connecting to external apps

To call an external service, add an action from a connected app rather than a generic HTTP block. In the action picker, switch to the Apps category and choose a provider. Its available actions are added directly to your workflow. AI-powered actions live under the AI category.

Configuring an action

Each action takes parameters. Insert dynamic values from the trigger (or an earlier step) by wrapping them in double curly braces, for example, dropping a contact’s name into an email body with {{ record.name }}. The editor shows which values are available from your chosen trigger.

Troubleshooting

Symptom	Likely cause	What to check
An action didn’t run	An earlier edge routed the run down a different path, or a prior step failed	Open the workflow → Runs and inspect each step’s input / output / error.
A `{{ }}` value is blank	The referenced field isn’t on the trigger’s payload	Check the value is available from the chosen trigger (the editor lists them).
Send Email / SMS / Call failed	No channel connected, or the recipient value is empty	Confirm a channel is connected and the recipient resolves to a real address / number.

Getting started

Workflows

Sequences

Jobs

Records & data

Communication

Conversations

Tasks

Logic & flow

Notifications & utilities

Connecting to external apps

Configuring an action

Troubleshooting

See also

​Records & data

​Communication

​Conversations

​Tasks

​Logic & flow

​Notifications & utilities

​Connecting to external apps

​Configuring an action

​Troubleshooting

​See also

Records & data

Communication

Conversations

Tasks

Logic & flow

Notifications & utilities

Connecting to external apps

Configuring an action

Troubleshooting

See also