> ## Documentation Index > Fetch the complete documentation index at: https://docs.custral.com/llms.txt > Use this file to discover all available pages before exploring further. # Workflow Actions > Every built-in action a workflow or sequence can run. 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](#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](/data/collections/overview). | ## 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](/automation/workflows/task-types), 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](/automation/sequences/overview). | For branching (if / else) and conditions, see [Edges & logic](/automation/workflows/edges). ## 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. | ## See also * [Triggers](/automation/workflows/triggers) * [Edges & logic](/automation/workflows/edges) * [Task types](/automation/workflows/task-types) * [Sequences](/automation/sequences/overview) ## Related topics - [Stripe](/integrations/stripe.md) - [Automations](/automation/overview.md) - [SDKs](/dev/sdks/overview.md) - [Errors](/dev/errors/overview.md) - [Task Types](/automation/workflows/task-types.md)