Step 2: What actions should we perform?
An Action can come from Drip or from an integration. Actions are performed when someone triggers the Rule.
Specify the Action(s) to perform
The drop-down to the left contains providers that can perform actions in Drip. When you select Drip as the provider, the drop-down to the right contains actions specific to Drip. When another provider is selected, actions specific to that provider are made available in the drop-down to the right.
Select an Action:
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From the drop-down to the left, select the event Provider
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From the drop-down to the right, select the Action
Select when an action should be performed
Perform an action immediately, after a delay, or based on event property. The following actions include an additional setting to delay the performance of a given task.
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Add a person to a workflow
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Move a person from one email series to another
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Remove a person from an email series
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Remove a person from a workflow
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Restart an email series
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Send an email to a person
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Subscribe a person to an email series
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Unsubscribe a person from an email series or all mailings
Perform this action immediately performs the action right away and without delay.
Perform this action after a delay performs the action after a given number of minutes, hours, or days.
Perform this action based on a property of the trigger event performs the task based on a date property that is sent into Drip through the rule's trigger event. The date must be in ISO 8601 format ( e.g. YYYY-MM-DD).
Once an action has been scheduled to perform based on a property of the trigger event, it cannot be unscheduled.
List of Actions in Rules
There are a number of different action nodes that you can apply in a rule. The following is a list of actions by providers.
Drip
Add a person to a Workflow
Apply a tag to a person's profile
Apply a given tag to a person.
Deactivate a person
Move a person into an inactive status where you will not be charged for them.
Delete person and all of their data
Deletes the person (and all of their data) from your account.
Flag as a prospect
If lead scoring (a legacy feature) is enabled, begin lead scoring for this person.
Move a person from one email series to another
Transfers a person from one email series subscription to another. The person is removed and unsubscribed from the original email series.
Record a person's conversion
A conversion is an action someone has taken, such as signing up for a trial or making a purchase.
Record a person's custom event
Records a given custom event for the person.
Remove a tag from a person
Remove a person from an email series
Remove the person from a particular email series.
Remove a person from a workflow
Restart an email series
Restart the person from the beginning of a particular email series.
Send an HTTP post
Send a JSON or Form Encoded request to a URL.
Send an email to a person
Send an internal notification
Sends an email to team members of your choice each time a person goes through this node.
Set a primary or custom field value on a person's profile
Set a primary or custom field for a person.
Subscribe a person to an email series
Add the person to a particular email series.
Unflag a person as a prospect
If lead scoring is enabled, stop lead scoring for this person.
Unsubscribe a person from an email series or all mailings
Close
This provider includes the actions that are available for accounts integrated with Close, a CRM provider.
Send person
Syncs the person’s email address from Drip to the integrated Close account.
Demio
This provider includes the actions that are available for accounts integrated with Demio, a webinar host provider.
Register person
Registers the person for a given webinar in the integrated Demio account.
This provider includes the actions that are available for accounts integrated with Facebook, a CRM provider.
Add to custom audience
Adds a person to a custom audience in the integrated Facebook business account.
Remove from custom audience
Removes a person from a custom audience in the integrated Facebook business account.
Insightly
This provider includes the actions that are available for accounts integrated with Insightly, a CRM provider.
Send person
Syncs the person’s email address from Drip to the integrated Insightly account.
Pipedrive
This provider includes the actions that are available for accounts integrated with Pipedrive, a CRM provider.
Send person
Syncs the person’s email address from Drip to the integrated Pipedrive account.
PlusThis
This provider includes the actions that are available for accounts integrated with PlusThis, a marketing automation provider.
Send person
Syncs the person’s email address from Drip to the integrated PlusThis account.
Salesforce
This provider includes the actions that are available for accounts integrated with Salesforce, a CRM provider.
Send person
Syncs the person’s email address from Drip to the integrated Salesforce account.