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Actions perform side effects. Each one is registered in ActionRegistry and exposes a getType() string that maps to step.config.actionType. The runner calls execute(context) and merges the returned data back into context.variables for later steps.

This page lists every action that ships with AppEngine. Specialized lead, ticket, reservation, and IVR actions live in their respective sub-modules.

Data actions

Field	Type	Description
create_data	repository write	Insert a record into any collection. Config: `datatype`, `data` (object — `{{...}}` placeholders resolved against context). Requires permission `automation:create_data`.
update_data	repository write	Update by `recordId` (or by query). Config: `datatype`, `recordId`, `updates`. Supports partial updates via dot-paths.
delete_data	repository write	Delete by `recordId`. Soft delete by default; pass `hardDelete: true` to purge.

{
  "id": "log-touch",
  "type": "action",
  "config": {
    "actionType": "create_data",
    "datatype": "activity",
    "data": {
      "type": "email_open",
      "contactId": "{{contact.id}}",
      "campaignId": "{{emailEvent.campaignId}}",
      "occurredAt": "{{currentTime}}"
    }
  }
}

Communication actions

Field	Type	Description
send_notification	multi-channel send	Email, SMS, WhatsApp, push, or in-app — delegates to `CreateNotificationHandler` in the Sync module. Config: `deliveryType` (`email \| sms \| whatsapp \| push \| inapp`), `to`, `subject`, `templateId` or `body`. Required permission: `automation:send_notification`.
make_call	phone action	Place an outbound call via the Phone module. Config: `callerId`, `script` (TTS), `voicemail`, `transferTo`, `recordCall`, `maxDuration` (seconds). Reads contact phone from `context.variables.contact.phone`.
schedule_call	phone action	Queue a call for a future time. Config: `scheduledFor`, plus the same fields as `make_call`.
send_webhook	HTTP	POST/GET/PUT/etc to an external URL. Config: `url`, `method`, `headers`, `body`, `authentication` (`none \| basic \| bearer \| apikey`), `authCredentials`, `retries`. Body supports `{{...}}` placeholders.

{
  "id": "notify-slack",
  "type": "action",
  "config": {
    "actionType": "send_webhook",
    "url": "https://hooks.slack.com/services/...",
    "method": "POST",
    "headers": { "Content-Type": "application/json" },
    "body": { "text": "New high-value lead: {{contact.email}}" },
    "retries": 3
  }
}

CRM record actions

Field	Type	Description
add_tag	CRM mutation	Add tags to a contact. Config: `tags` (array), `contactId` (defaults to `context.variables.contact.id`).
remove_tag	CRM mutation	Remove tags. Same shape as `add_tag`.
create_task	CRM record	Create a task on a contact, lead, or opportunity. Config: `subject`, `dueDate`, `assignedTo`, `relatedTo` (`{type, id}`).
create_note	CRM record	Attach a note to a record. Config: `body`, `relatedTo`.
create_lead	CRM lead	Create a lead. Specialized lead action: maps `contact` data, sets `score` if provided.
update_lead	CRM lead	Update lead data and trigger score recalculation.
qualify_lead	CRM lead	Mark lead qualified. Optional `notes`.
disqualify_lead	CRM lead	Mark lead disqualified. Optional `reason`.
convert_lead	CRM lead	Convert to customer. Config: `customerId`, `conversionValue`.
create_opportunity	CRM record	Create an opportunity tied to a contact and pipeline. Config: `name`, `value`, `pipelineId`, `stageName`, `closeDate`.
move_pipeline_stage	CRM mutation	Move an opportunity between stages. Config: `opportunityId`, `pipelineId`, `stageName`, `reason`, `updateValue`, `newValue`. Requires `opportunity:update`.

Ticket and reservation actions

Field	Type	Description
create_ticket	support	Create a support ticket. Config: `subject`, `description`, `priority`, `requesterId`.
update_ticket	support	Update status, assignee, or priority.
create_reservation	event/booking	Create a reservation against a calendar resource.
update_reservation	event/booking	Reschedule or change attendees.
cancel_reservation	event/booking	Cancel and optionally refund.

Wait actions

Wait actions pause the workflow. The runner returns pauseExecution: true, schedules a resume job in the automation queue, and the workflow continues from the next step when the job runs.

Field	Type	Description
delay	time pause	Pause for `duration` `unit` (`minutes \| hours \| days \| weeks`). Config: `duration`, `unit`, `skipWeekends`, `timezone`.
wait_until_date	time pause	Pause until an absolute timestamp. Config: `until` (ISO date), `timezone`.
wait_until_condition	condition pause	Re-evaluate a condition on a schedule until it passes or `maxWait` elapses. Config: `condition`, `checkInterval` (minutes), `maxWait` (minutes).
wait_for_reply	event pause	Wait for an inbound message from the contact (email, SMS, chat). Config: `channels`, `timeout`.
wait_for_behavior	event pause	Wait for a behavior signal (page visit, link click). Config: `behaviorType`, `timeout`.

{
  "id": "wait-day",
  "type": "action",
  "config": {
    "actionType": "delay",
    "duration": 1,
    "unit": "days",
    "skipWeekends": true,
    "timezone": "America/New_York"
  }
}

Flow control

Field	Type	Description
end_flow	terminator	Stop the workflow. Config: `reason` (recorded in execution logs).

IVR actions

When the workflow drives a Twilio voice call, IVR-specific actions emit TwiML. Used inside flows triggered by call_incoming. See overview for the IVR architecture.

Field	Type	Description
ivr_speak	IVR	Read text via Twilio TTS. Config: `text`, `voice`, `language`.
ivr_collect_input	IVR	Gather DTMF or speech. Config: `prompt`, `numDigits`, `timeout`, `finishOnKey`.
ivr_menu	IVR	Multi-option menu. Config: `prompt`, `options: [{key, action}]`.
ivr_transfer	IVR	Connect to another number or SIP endpoint.
ivr_record	IVR	Record the caller. Config: `maxLength`, `playBeep`, `transcribe`.
ivr_voicemail	IVR	Play voicemail prompt and record.
ivr_play_audio	IVR	Play a pre-recorded audio URL.
ivr_send_sms	IVR	Send an SMS during the call (e.g. confirmation link).
ivr_send_email	IVR	Send an email during the call.
ivr_twilio_pay	IVR	Run Twilio <Pay> for PCI-DSS-compliant card capture.
ivr_ai_assistant	IVR	Hand the call to the AI voice assistant.
ivr_hangup	IVR	End the call.
ivr_forward	IVR	Forward to a queue.

Every action result returns {success, error, executionTime, data, nextStepId}. Inspect logs via GET /automation/execution/history?automationId=... to see exactly what each step returned.