Available Actions

This page lists every built-in action you can use in a workflow Action step. Actions are grouped by the type of record they affect.

Column definitions:

Action — the name shown in the builder
Record — the record type the action targets (or creates)
Type — whether this action creates a new record or mutates (changes) an existing one
Bulk safe — whether this action can safely run as part of a bulk or fan-out operation

Member actions

These actions affect member records.

Action	Record	Type	Bulk safe	Parameters
Add member	Member	Create	No	First name, last name, email, phone, birthday, sex, family status, member type
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	—

These actions affect membership records (a member’s enrolment in a program).

Action	Record	Type	Bulk safe	Parameters
Create membership	Member	Mutate	No	Program (required), level, status (required), waiver handling, sessions remaining
Edit membership	Membership	Mutate	No	Program, level, status, sessions remaining, last promotion, next promotion override
Promote to next level	Membership	Mutate	Yes	Promotion date

These actions affect invoice records.

Action	Record	Type	Bulk safe	Parameters
Create invoice	Invoice	Create	No	Member, due date (required), notes, receipt email
Edit invoice	Invoice	Mutate	Yes	Due date (required), notes, receipt email
Open invoice	Invoice	Mutate	Yes	—
Void invoice	Invoice	Mutate	Yes	—
Send receipt email	Invoice	Mutate	Yes	Email address (required)

These actions affect booking records.

Action	Record	Type	Bulk safe	Parameters
Create booking	Booking	Create	No	Member (required), session (required), date (required), trial, notes
Cancel booking	Booking	Mutate	Yes	Cancellation reason
Mark attendance	Booking	Mutate	Yes	Status (Attended or No show — required)

These actions affect notes on member profiles.

Action	Record	Type	Bulk safe	Parameters
Edit note	Member Note	Mutate	No	Title (required), note text (required)
Delete note	Member Note	Mutate	No	—

When filling in an action’s parameters, you can pull values from the triggered record or from earlier steps:

{record.field_name} — reads a field from the record that triggered this workflow. For example, {record.email} in an invoice action gets the member’s email from the run’s member record.
{step.STEP_ID.field_name} — reads a field from the output of an earlier step. Useful when a previous Create step produces a new record you want to reference.

These references are evaluated at the time the step runs, using the live values from the record at that moment.