---
title: Workflow Action Types Reference
description: This is a reference for every action type available in Workflow Automation and the options each one supports.
url: "https://hiveplugins.com/docs/workflow-action-types-reference/"
updated: "2026-09-27"
category: HiveCRM
---

# Workflow Action Types Reference

This is a reference for every action type available in [Workflow Automation](workflow-automation-overview.md) 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.

## Create Task

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.

## Add Tag

Adds a specific tag to the triggering record. Choose the tag from your existing [Tags](tags.md).

## Update Field

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

## Call Webhook

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](integrations-webhooks-overview.md) 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.

## Related Documentation

- [Workflow Automation Overview](workflow-automation-overview.md)
- [Building a Workflow](building-a-workflow.md)