Action nodes explained

This type of nodes allows users to define what kind of actions happen in response to circumstances defined in a workflow.

Usage guidelines

  • Actions cannot be used as a starting point of a workflow.
  • Actions are not tracked in automations by default. If you want to have statistics or include information about the movement of a customer to a specific action on a customer’s profile, you need to turn this option on in the settings of an action.
  • You can define how many times an action can be repeated when a customer goes through the same path again.

Actions can be divided into three categories:

Communication


These nodes allow sending messages to customers in an automated way in four communication channels.

  • Send Email
  • Send SMS
  • Send Mobile Push
  • Send Webpush

Data management and integrations


These nodes allow updates of customer attributes, generating events for customers, and send requests from Synersie to external systems.

  • Update Profile
  • Generate Event
  • Outgoing Integration

Alerts


These nodes allows sending text messages or emails to the chosen phone numbers and emails.

  • Email Alert
  • SMS Alert

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