Actions
The tasks a workflow performs when triggered.
Actions are the steps a workflow performs. You can chain multiple actions in a single workflow; they execute in order from top to bottom.
Available actions
Send email
Sends an email to the candidate using a message template. Configure:
- Template - select from your org's message templates
- Subject override - optionally replace the template's subject line
Merge fields in the template are resolved at execution time using the trigger's context.
Move to stage
Moves the candidate's application to a different hiring stage. Configure:
- Target stage - select from the position's pipeline stages
This action requires a position-scoped workflow because the stage must belong to the workflow's position.
Set property
Updates a custom field value on the candidate or application record. Configure:
- Target - candidate or application
- Field - select from available custom fields
- Value - the value to set
Adding actions
In the workflow builder, click the + button between nodes (or below the last action) to add a new action. A palette shows available actions; actions incompatible with the current trigger are disabled with an explanation.