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Overview

After your trigger fires, action nodes execute in sequence to complete your business process. There are six categories of action nodes in Reevo.

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Record Actions

These nodes read, create, or update records in your Reevo CRM.
Creates a new record of a specified object type (Contact, Account, Opportunity, etc.) using data from earlier workflow steps or static values.When to use: Automatically create a Contact from a form submission, or generate an Opportunity when a qualifying event occurs.Key configuration:
  • Select the object type to create
  • Map fields using static values or variables from earlier nodes
  • The newly created record is available as a variable in all subsequent nodes
Updates one or more fields on an existing record - either the record that triggered the workflow or one retrieved by a Search Records node.When to use: Assign an owner, clear a field, or update any CRM field when a condition is met.Key configuration:
  • Select which record to update (trigger record or a found record)
  • Map the fields you want to change and the values to write (static or variable)
  • Multiple fields can be updated in a single node
Searches for existing records in Reevo that match conditions you define. Results are passed forward as variables for subsequent nodes.When to use: Look up the Account linked to a Contact before updating it, find all Contacts at a company, or retrieve a related record.Key configuration:
  • Select the object type to search
  • Define filter conditions (e.g., “Account Domain equals trigger contact’s domain”)
  • Supports returning a single record or a collection
Moves the stage on an existing record - either the record that triggered the workflow or one retrieved by a Search Records node.When to use: Move forward to the next opportunity stage when a specific field is filled, or move to a different contact stage.Key configuration:
  • Select which record to move (trigger record or a found record)
  • Select whether you want to shift backward, forward, or to a target stage
  • Configure whether you want to skip stage criteria for opportunity stages

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Logic Actions

These nodes control the logic and branching of your workflow.
Branches your workflow into multiple paths based on the value of a variable. Think of it as a multi-way If/Else.When to use: Route leads to different owners by territory, apply different sequences by industry, or send different notifications depending on deal stage.Key configuration:
  • Select the variable to evaluate
  • Define a downstream path for each case value
  • Optionally configure a default path for values that don’t match any defined case
Computes formulas, allowing you to configure any special calculation you need.When to use: Calculate 7 days from now, find the max of two values, apply conditional labels based on amount thresholds, or any other computation.Key configuration:
  • Write a formula and select variables
  • Add functions like MAX or TODAY as needed

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Timing & Delay Actions

These nodes pause a workflow run for a defined period before continuing.
Pauses the workflow for a fixed amount of time, then automatically continues.When to use: Wait a set amount of time between steps - for example, hold 1 hour before sending a follow-up notification.Key configuration:
  • Enter the amount and unit of time to delay
  • Delays are enforced server-side - closing your browser or logging out has no effect on a running workflow

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Notification Actions

These nodes send alerts and messages to your team.
Sends a message to a Slack channel via your connected Slack integration.When to use: Notify a channel when a high-value deal is created, alert a rep when their lead submits a form, or post automated pipeline updates to a dedicated Slack channel.Key configuration:
  • Select the target Slack channel
  • Compose the message - variables from earlier nodes can include live record data
  • Add formatting like **bold** for emphasis
  • Requires Slack to be connected under Settings → Integrations

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Troubleshooting / FAQs

Check the run details in the Runs tab. Common reasons include: the contact is missing a valid email address, the opportunity hasn’t met stage criteria, or an invalid value was provided.
Yes - each branch of a Condition node can have its own chain of action nodes.
Yes - this is how variables work in workflows. Any node that creates or retrieves data makes that data available as a variable. When configuring a later node, switch to variable mode in any field to see and select values from earlier steps.
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