Node reference

Every step in a workflow is a node. This page lists all 24, grouped the same way the builder's palette groups them.

Two things are true of every node:

• Every node has a label (your name for the step) and a delay — how long to wait before this step fires.
• Nodes that reach a contact (email, SMS, calls, voicemail drops, meeting links, webhooks) pass through platform-wide send-fatigue and channel-coordination checks first, so no contact gets carpet-bombed across workflows. A step blocked by those limits isn't lost — it defers and retries once the limit clears (details in Compliance & FAQ).

Delay syntax

Type delays as plain text:

Anything the engine can't read falls back to 1 day — so a typo delays, it never floods.

Wait-until modes

The Wait node (and its delay) can do more than count hours. All time-of-day modes use your business's time zone and open hours from your booking settings (default: Eastern, Mon–Fri 9–5), and every mode falls back safely to the plain delay if it's misconfigured.

Start

Trigger

The entry point — the one node that's already on every canvas rather than in the palette. It doesn't do anything; it marks which event enrolls contacts (and any filter, like a specific form or stage). See the Trigger reference.

Messaging

Email

Sends a branded email: your layout, open tracking, and an automatic CAN-SPAM footer with a working unsubscribe link. Relevant answers from your knowledge base are appended automatically when they fit. Options: subject, body, and an optional call-to-action button (label + URL). Respects unsubscribes and suppression — no approval step needed.

SMS

Queues a text for your Approvals inbox before it sends, and only ever texts contacts with prior texting consent. Knowledge-base answers are appended when relevant, within message-length limits. Options: the message.

Notify team

Sends an internal heads-up email: to a specific address, otherwise the assigned rep, otherwise the account owner. Nothing goes to the contact.

Voice

Place AI call

Queues an AI voice call with a goal you write ("confirm tomorrow's appointment and offer to reschedule"). It clears every calling gate first — consent, Do-Not-Call, litigator scrub, legal calling hours — and won't dial until approved. After-hours calls wait for the next legal window rather than being dropped.

Voicemail drop

Queues a voicemail-only call: it speaks your message and hangs up. Same approval and calling gates as an AI call. Options: the message.

Meetings

Book meeting

Creates a personal self-booking link and delivers it by text and/or email (texting consent applies). You choose the meeting type (consult, webinar, custom) and who fulfills it: the AI, a specific human, or automatic routing across your team.

Enroll in webinar

Registers the contact for one of your webinars. Option: which webinar.

Webinar reminder

Texts and/or emails the contact their webinar join link. Options: webinar, channel, message.

Logic

Branch

A yes/no split. Branch on engagement since enrollment (opened / replied / booked, and their opposites), on lead score (above/below a number, or hot/warm/cold tier), or on any field you track — name, email, phone, tags, stage, source, deal tier, or any custom field — with operators like equals, contains, exists, greater/less than. Leaving a branch unconnected just ends the workflow for that path.

Wait

A pure pause, with all the wait-until modes above.

Add to workflow

Enrolls the contact into another workflow. Safe to repeat: if they're already in it, nothing doubles up.

CRM

Create opportunity

Adds the contact to a pipeline at a stage you pick, with an optional Hot/Warm/Cool tier and source. If they already have an open deal, it does nothing — no duplicates.

Move stage

Moves the contact's active deal to another stage, through the same official transition your team uses (so stage-based triggers, hand-offs, and history all fire properly).

Tag

Adds or removes a tag. Adding a tag can itself start other workflows via the tag added trigger — a clean way to chain automations.

Update field

Sets a contact field (name, email, phone, notes) or any custom field. The value supports personalization tokens.

Math / score

Set, increase, or decrease the contact's lead score (kept 0–100; hot/warm/cold tier updates automatically) or any numeric custom field. Great for "+10 on email open" scoring recipes.

Round-robin assign

Assigns the deal to a specific rep, or leave it blank for round-robin routing (equal, weighted, or close-rate-weighted).

Commerce

Request payment

Creates a secure Stripe checkout for one of your products on your own connected Stripe account and delivers the link by text and/or email (texting consent applies; the text queues for approval). Sales Team Toolbox never touches card data. Options: product, channel, message/subject.

AI

AI step

Runs an instruction against this contact ("summarize their replies and rate urgency 1–5") and stores the result in a custom field or logs it as a note. Metered against your usage wallet. Inputs are sanitized, so a contact can't inject instructions into your prompt.

Handoff to Autopilot

Enrolls the deal with the Autopilot agent. Choose terminal (this workflow ends; the agent takes over) or parallel (both continue). You can override the pipeline's default goal for this handoff. Requires an open opportunity — pair it with Create opportunity if needed. Autopilot itself runs on the Pro and Agency plans.

Integrations

Webhook

POSTs a JSON snapshot (event, workflow, node, contact, opportunity) to any URL you give it — your app, Zapier, Make.

Slack message

Posts a message to a Slack channel via an incoming-webhook URL.

Tasks

Task

Logs an internal to-do note on the contact for your team. Nothing is sent to the contact.