Overview
What Is an Action?
⚙️ Actions are the work that automations do. When a trigger fires and conditions are met, the automation executes each action in your sequence in order. Actions can be separated by Wait steps to create time-delayed sequences.
Send Email
Send Email
📧 Send an email to the enrolled record’s primary email address.
Modes:
• Template — Choose a saved email template. Variables like are substituted automatically.
• Custom — Write a static subject and body directly in the automation builder.
• AI-Generated — Provide a prompt and Parsa AI writes a personalized email at send time.
• From name and reply-to address (defaults to workspace settings)
• CC or BCC addresses
• Tracking: enable open and click tracking
Create Task
Create Task
✅ Create a task in the CRM linked to the enrolled record.
Configuration:
• Task name (supports template variables, e.g.,
Follow up with )• Assigned to: the record’s assigned user, a specific user, or round-robin
• Due date: relative (e.g., 2 days from now) or absolute
• Priority: low, medium, high
• Notes: additional task description
Change Stage
Change Stage
🔄 Update the stage of the enrolled record.
Available for: Contacts (contact stage), Opportunities (pipeline stage), Cases (status), Leads (status).
Use case: When a proposal is accepted, automatically advance the linked opportunity to Closed Won.
Assign User
Assign User
👤 Change the assigned team member for the enrolled record.
Modes:
• Specific user — Always assign to the same person.
• Round-robin — Rotate assignments evenly across a selected group of users.
Add Tag & Create Note
Add Tag
🏷️ Add one or more tags to the enrolled record.
Use case: When a lead comes from a specific source, tag them with a segment label for later filtering.
Create Note
📝 Add an internal note to the enrolled record’s timeline.
Configuration: The note content, which supports template variables. For example:
Automation enrolled: Lead came from on .
Update Field
Update Field
✏️ Set the value of any standard or custom field on the enrolled record.
Configuration:
• Select the field to update
• Set the new value (static or using a template variable)
Use case: When an opportunity reaches Closed Won, set the
closedDate field to today’s date.Send Notification & Webhook
Send Notification
🔔 Send an in-app notification to one or more team members.
Configuration:
• Recipients: specific users, the record’s assigned user, or all admins
• Message: notification text with variable support
• Link: optionally deep-link to the enrolled record
Webhook
🌐 Send an HTTP POST request to an external URL with payload data about the enrolled record.
Configuration:
• URL: the endpoint to POST to
• Headers: add custom headers (e.g.,
Authorization: Bearer <token>)• Payload: JSON body with template variable support
Use case: Notify a Slack channel, update a spreadsheet, trigger a Zapier workflow, or sync data to an external system.
Example payload:
Send SMS
Send SMS
📱 Send an SMS message to the enrolled record’s phone number via Twilio.
Requirements: Twilio integration must be connected in Settings → Integrations.
Configuration:
Message body (supports template variables, max 160 characters for a single segment)
Use case: Send an SMS follow-up to a lead who hasn’t responded to email after 3 days.
⚠️SMS sending requires opt-in compliance. Make sure your contacts have consented to receive SMS messages before enabling SMS actions.
Create Opportunity
Create Opportunity
💰 Create a new opportunity linked to the enrolled record’s account.
Configuration:
• Opportunity name (supports variables, e.g.,
— Upsell Q3)• Value
• Pipeline stage
• Assigned to
• Close date
Use case: When a contact’s stage changes to Customer, automatically create a renewal opportunity for 12 months from now.
Convert Lead
Convert Lead to Contact
🔄 Convert the enrolled lead record to a contact, optionally creating an account and opportunity at the same time.
Configuration:
• Create account from lead’s company field (yes/no)
• Create opportunity (yes/no, with name and value)
• Contact stage for the new contact
Use case: When a lead is marked Qualified, automatically convert it and create a linked opportunity.
Round-Robin
Round-Robin Assign
🔄 Distribute assignments evenly across a group of team members. This action replaces the standard Assign User action when you want balanced lead distribution.
Configuration:
• Select the pool of users to rotate through
• Rotation method: strict round-robin (equal distribution) or weighted (assign more to specific users)
Use case: When a new lead is created via the website form, assign it to the next available rep in the sales team rotation.
📌Round-robin state persists across all automations using the same pool. If three automations all use the same 3-person pool, assignments rotate across all three automations — not per-automation.
Generate Leads
Generate Leads
✨ Scrape a public-records source or run a web search for new businesses matching a prompt, then create Account and Contact records ready for outreach. Designed to be paired with a
Configuration:
scheduled trigger to harvest a steady drip of leads.• Adapter —
web_search (LLM-powered, works in any state), tx_comptroller (Texas registered businesses), or in_sos (Indiana Secretary of State)• Prompt — a free-text description of your ideal customer (“Marketing companies in South Bend, Indiana with a publicly listed email”)
• Target count — how many qualified contacts per run
• Source / Stage / Tags — what to stamp on the new records so downstream automations (e.g. a
contact_source_changed rule) pick them up• Model + Prompt template — optional overrides for which LLM to use and which lead-gen-search prompt template to drive it
Use case: A scheduled rule runs every morning at 06:00, harvests five new marketing agencies in the Dallas-Fort Worth area that have a publicly listed email, drops them into the CRM with source
Automation, then triggers your “AI intro email” sequence.📌When you say “only contacts with an email” in the prompt, ParsaLink interprets that as a hard requirement — businesses without a verified email are skipped instead of imported with a guessed address. Email values are format-validated, so your domain reputation is protected.
⚠️The Prompt template picker only lists templates of type
lead_gen_search. The parser template (lead_gen_parser) is internal to ParsaLink and never shows up here. See the full Lead Generation guide for details.