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Actions and waits

Define what an automation does and insert Wait steps between actions when timing matters.

Actions

Actions are the work the automation performs after the trigger and conditions pass — for example sending a message, updating lead fields, or other supported agency actions.

  • Prefer templates for outbound messaging actions
  • Make sure the required messaging channel is connected
  • Keep action sequences short and observable

Wait steps

Add a Wait step when you need a delay between actions. Presets cover common intervals (for example 30 minutes through 48 hours).

Next step

Use the Developer API and webhooks when you need tools outside Zyelra’s built-in Automations.

Connect external automation platforms →

Related guides

  • Create an automation

    Build an automation from scratch or start from a template: trigger, conditions, actions, then review.

  • Waiting runs

    Understand Waiting automation runs, how they appear in Leads → Today, and when to cancel them.

  • Visual workflow editor

    Edit automations on the canvas: arrange triggers, conditions, actions, and waits visually.

  • Message templates

    Create and manage reusable message templates for faster, consistent outreach.

  • Assignment and follow-ups

    Assign lead owners and schedule follow-ups so Today stays an actionable queue.