Agentic Workflow Actions
Audience: Administrators, Developers, Solution Architects
Purpose: Complete reference for the action step types available in Kizen Agentic Workflows: what each one does, how it is configured, and what behavioral nuances affect how Agentic Workflows should be designed.
Overview
Agentic Workflow Actions are the units of work within an Agentic Workflow that produce outcomes. Actions can update Records, send communications, call external systems, and control how the Agentic Workflow itself runs.
Available action types vary depending on the Agentic Workflow's Record and Object type. Global Agentic Workflows have a more limited action set because they have no Record. Contact Agentic Workflows and Object Agentic Workflows each have slightly different sets as well. Understanding this before configuring actions helps you know what to expect when building.
Why Agentic Workflow Actions Matter
Kizen organizes action types into seven categories: Activities, Agentic Workflows, Fields, Messages, Related Objects, Team, and Integration. Each category addresses a distinct type of operation. Understanding which action types are available, how they are configured, and how they behave at runtime is necessary for building Agentic Workflows that produce reliable, predictable outcomes.
Each category provides a distinct capability:
Activities: Create and manage tasks, calls, events, and other Activity Records tied to Contacts or other Objects.
Agentic Workflows: Start, pause, cancel, and redirect Agentic Workflow executions, enabling multi-Agentic Workflows, loop patterns, and conditional termination.
Fields: Update, clear, and compute field values on Records without manual intervention, keeping data accurate and consistent as Records move through Workflows.
Messages: Send emails and other outbound communications to Contacts, owners, or specified recipients at the right point in a process.
Related Objects: Create, modify, and archive Records across related Objects, allowing Agentic Workflows to manage the full lifecycle of connected data.
Team: Assign owners, notify team members, and route work to the right people based on Agentic Workflow logic.
Integration: Connect Agentic Workflows to third-party systems via HTTP and invoke AI capabilities for language model calls, file extraction, and audio transcription.
System Behavior of Agentic Workflow Actions
Before diving into individual action types, a few foundational behaviors apply to all Action steps.
Action steps produce outcomes: Condition steps evaluate and route; action steps do the work. An action might update a field, send an email, archive a Record, or call an external API.
Available action types depend on context: The available action types depend on whether the Agentic Workflow is global or Record-based, and for Record-based Agentic Workflows, whether the context Object is a Contact or a Object. Global Agentic Workflows have a reduced action set because actions that require a context Record do not apply. Contact Agentic Workflows expose Contact-specific actions such as Change Tags, Send Email to Contact, and Send Text to Contact that are not available on Object Agentic Workflows, though object Agentic Workflows can still send an email or text to a related Contact.
Actions within branches execute sequentially: Execution order across parallel branches is not guaranteed. Do not design branches that depend on a specific execution order or assume that steps across branches will interleave in a predictable way.
Action types are immutable once saved: Once an Agentic Workflow is saved, an action step's type cannot be changed, only its configuration. To use a different action type at a given step, delete the step and recreate it. Plan your action types before saving Agentic Workflows that are in active use.
Types of Agentic Workflows Actions
Kizen Agentic Workflows support the following action types, organized by category. Available actions vary depending on whether the Agentic Workflow is global or Record-based.
Activities
Schedule Activity: Creates a Scheduled Activity on the Record with configurable assignment, due date, notes, and notifications.
Delete Scheduled Activities: Deletes all scheduled Activities of a specified type on the Record.
For more information, see Activity Actions.
Agentic Workflow
Start Agentic Workflows: Starts one or more Agentic Workflows on the Record, a related Record, a variable record, or as a global Agentic Workflow.
Modify Agentic Workflows: Pauses or cancels one or more Agentic Workflows running on the Record, a related Record, or a variable Record.
Go To Agentic Workflow Step: Redirects execution to a different step within the current Agentic Workflow.
Stop Execution: Terminates or suspends the current execution and sets it to a specified terminal state.
Update Variable: Updates the value of an existing variable during execution.
Code Step: Executes custom logic within the Agentic Workflow using a sandboxed runtime environment.
For more information, see Agentic Workflow Control Actions.
Fields
Change Field Value: Updates or clears one or more field values on the Record.
Change Tags: Adds or removes tags on the Contact Record.
Math Operators: Performs arithmetic on numeric values and writes the result to a field or variable.
For more information, see Field Actions.
Messages
Send Email: Sends an email to a Contact Record.
Send Text: Sends a text message to a Contact Record.
Related Objects
Create Entity: Creates a new Record in a specified Object with configurable duplicate handling.
Modify Related Entity: Modifies a Record through a relationship field on the Record.
Send Email to Related Contact(s): Sends an email to a Contact identified through a relationship field on the context Record.
Send Text To Related Contact(s): Sends a text message to a Contact identified through a relationship field on the context Record.
Archive Record(s): Archives the context Record, a related Record, or a variable-identified Record.
For more information, see Related Object Actions.
Team Actions
Notification (Email): Sends an email notification to a team member.
Notification (Text): Sends a text message to a team member.
Assign Team Member: Adds a team member to the Record's team member association list.
For more information, see Team Actions.
Integration
External HTTP Requests: Sends an outbound HTTP request (GET, PUT, POST, PATCH, or DELETE) to an external URL.
Call LLM: Sends a prompt to a configured language model and stores the response.
File Extraction: Extracts structured data from file attachments.
Audio Transcription: Transcribes audio content to text.
For more information, see Integration Actions.
What's Next
Kizen Agentic Workflows support 25+ action types across seven categories. Start learning more about Activity Actions or navigate directly to the category most relevant to your use case below:
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