What Type of Actions can I put in a Journey - App V5

Used for manual assignments that require human intervention.

• When to Use: Manual reviews, human decisions, or personal customer outreach.
• Configuration: Name, Description, Assigned Team, Due Date, and Visibility

  • Visual Example...

    Task Name: Review Customer Issue Assigned Team: Support (Demo) Description: Analyze the complaint and determine if a refund is warranted based on current policy Visibility: Visible to Customer

Executes pre-configured system processes without human oversight.

• When to Use: Repetitive system updates, external integrations, or complex logic.
• Configuration:Name, Automation (Selection from dropdown), Description, and Visibility

  • Visual Example...

    Automation Name: Create Account in CRM Selection: Salesforce_Account_Sync Description: Syncs approved applicant data to the sales database Visibility: Internal Only

Presents choices to customers or internal teams to determine the next path.

• When to Use: Gathering preferences or making approval decisions.
• Configuration: Name, Options (Choices), Instructions, and Required (Toggle)

  • Visual Example...

    Selection Name: Choose Service Plan Options: Basic, Premium, Enterprise Required: Yes Instructions: Please select the plan that fits your monthly budget