Actions Library
Complete list of actions you can use in your Command Center workflows.
Communication Actions
Send Email
Send a personalized email using templates or custom content. Supports merge fields for dynamic content.
Send In-App Notification
Send a notification to users within the Milemarker platform.
Send Slack Message
Coming SoonPost a message to a Slack channel or direct message (requires Slack integration).
Send SMS
Coming SoonSend a text message to a mobile number (requires SMS integration).
Task & Record Actions
Create Task
Create a task assigned to a user or team with due date, priority, and linked record.
Update Record
Update field values on the triggering record or a related record.
Create Record
Create a new record of any type with specified field values.
Add to List/Tag
Add the record to a static list or apply a tag for segmentation.
Log Activity
Create an activity record for tracking and compliance purposes.
Integration Actions
Update CRM
Push data updates to connected CRM systems (Salesforce, Redtail, Wealthbox, etc.).
Call Webhook
Send data to any external system via HTTP webhook.
Trigger Another Workflow
Start another workflow, enabling complex multi-step automation chains.
Flow Control
Delay
Pause workflow execution for a specified duration before continuing.
Branch (If/Else)
Create conditional branches based on data values for different execution paths.
Loop
Repeat actions for each item in a list (e.g., for each account in a household).
Stop Workflow
Immediately end workflow execution, optionally with a status message.