Available Actions
Member actions
These actions affect member records.
Action
Record
Type
Bulk safe
Parameters
Add member
Member
Create
No
First name, last name, member type (required); email, phone, birthday, sex, family status, Can manage own account, lead status, program of interest, lead details, lead source
Edit member
Member
Mutate
No
First name, last name, email, phone, birthday, sex, family status, member type, lead status
Send message
Member
Mutate
Yes
Template (required), message type (required, email or SMS)
Add note
Member
Mutate
Yes
Title (required), note text (required)
Delete member
Member
Mutate
No
—
Delete member removes the profile from normal use. There is no restore action in the workflow
picker. Use it with care, not as a substitute for marking a person inactive.
The workflow picker excludes browser-only redirect actions. Edit member here is the
background update action, not the action that opens a member’s edit page.

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