Record actions

Create and update records, manage list membership, and assign owners from inside a workflow.

What you will learn

Turning a trigger into data changes: create a deal from a new inquiry, set its stage, stamp its source — the workflow does the bookkeeping.

Adding and removing records from lists automatically, so working sets like 'needs follow-up' maintain themselves.

Picking the next teammate in rotation as the owner when a step needs a person — automation hands off, it does not disappear work.