Workflow Action Types Reference

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This is a reference for every action type available in Workflow Automation and the options each one supports.

Send Email #

Sends an email when the workflow runs.

Recipient — the record’s contact, the assigned staff member, or a custom email address you enter.
Subject and Body — support placeholders that are filled in from the triggering record (for example the record’s title or contact name) when the email is sent.

Creates a new task linked to the triggering record.

Title and Description — support the same placeholders as Send Email.
Due In (Days) — sets the task’s due date relative to when the workflow runs.
Assign To — either the same person already associated with the triggering record, or a specific staff member you choose.

Adds a specific tag to the triggering record. Choose the tag from your existing Tags.

Sets a field on the triggering record to a specific value — either a standard field or a custom field.

Sends an HTTP request to an external URL with the triggering record’s data, letting you connect HiveCRM to outside systems.

URL — the endpoint to call. See Integrations & Webhooks Overview for HiveCRM’s outbound webhook security rules.
Secret (optional) — if set, HiveCRM sends it in an X-HiveCRM-Secret header so the receiving endpoint can verify the request genuinely came from your HiveCRM site.