Actions
Actions run when a user clicks a regular button, or when a flow is submitted. A list runs in order and stops at the first error. An action list can contain up to 10 actions. Use Move up to change the order.Action types
Update a property on the record
Choose a HubSpot property and a new value. The value can be fixed or dynamic. If the card has a select field that uses associated records as its data source, you can choose to update the selected record instead of the record the card is on.Create a task
Enter a task title and an optional description. Both can contain dynamic text segments. The schema supports a due-date offset, but it cannot be set in the current designer.Send to external system
Choose a system and an operation. The current designer does not show a general input form for the operation, so only use operations where the required inputs are already optional or handled by the integration. An operation with required, unset inputs will fail at runtime.Show a message
Shows a toast in the UI. Use it after a successful update, or as an explanation in a conditional branch. The message can be dynamic. The tone is set by the action’s default and cannot be changed in the current editor.Open a link
Enter an address, which can be fixed or dynamic. Open a link must always be the last action, because the user leaves the card’s context.Reload data
Fetches the card’s data again after a change. The current editor does not pick a specific source, so the action uses the default for reloading the card’s data.Record a choice
Sets the value of another input field in the card’s form. Choose a target field and a new value. Use it, for example, to set an internal status after a button click.Conditional branch
Define a rule and a list of actions for When the condition is true. Optionally add an otherwise branch. Branches can be nested at most two levels deep.Flow actions
On cards with steps, you can choose:- go to next step;
- go to previous step;
- go to specific step;
- submit the flow.
Order matters
A typical safe sequence is:- update the CRM or send to a system;
- reload data if the card should reflect the change immediately;
- show a confirmation;
- optionally open a link as the last action.