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Workflow steps: every action you can add

A reference to every workflow step in SAMI OS, grouped exactly as they appear in the builder palette.

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Steps are the building blocks of every automation. This is the full catalog of actions you can drop into a workflow, grouped exactly the way the builder's palette organizes them — so you know what each one does and which ones need configuring before they'll run.

How the palette is organized

Open any workflow from Workflows and the palette down the side groups every step into the same buckets: Communication, Data, Flow Control, Lookup, Code, Integrations, and Advanced. Click or drag a step onto the canvas, then fill in its panel on the right. Steps with a required field show a red Required badge and won't run until you complete them.

Many fields accept dynamic data from earlier steps. Click the data picker on a field to insert a value from the trigger or an upstream step instead of typing a fixed one — that's what makes a sequence adapt to each contact.

Communication and Data steps

These are the steps that actually reach your contact or change their record.

Communication sends the message:

  • Send SMS — texts the contact. The message body is required.
  • AI Phone Call — hands the call to a SAMI Bot to dial and qualify; pick the bot and an optional attempt limit.
  • Send Email — sends from a connected email account; the account, subject, and body are required.
  • Send Notification — alerts your team in-app rather than the contact.
  • Do Not Contact Until — holds outreach until a callback time you set.

Data updates the CRM:

  • Add Tag / Remove Tag — keep Contacts tidy as a lead moves.
  • Change Stage and Update Deal — advance the lead in the Pipeline.
  • Assign Agent — route the contact to a teammate.
  • Create Task and Add Note — log the next step or a record for the team.
  • Create Contact / Update Contact — create or edit a record mid-run.

Flow Control, Lookup, Code, and Advanced

The remaining groups shape the path a run takes and pull in outside data.

  1. Control the pace with Flow Control

    Add Wait / Delay to pause between actions, Filter to stop a run unless conditions pass, or Paths to branch contacts down different routes. Go to Step jumps to another step, and Enroll in Workflow / Unenroll from Workflow move a contact between automations.

  2. Pull in records with Lookup

    Use Find Contact, Find Deal, Find Task, Find Property, or Find User/Agent to look up a record by a field and value, then reference its data in later steps.

  3. Run custom logic with Code by SAMI

    Drop in Code by SAMI to run a snippet of Python, map inputs from earlier steps, and return values for the rest of the workflow to use.

  4. Reach other tools with Integrations and Advanced

    The Integrations group includes connected-app actions such as CINC Create Lead and CINC Update Lead. Under Advanced, the Webhook Action sends an HTTP request to any URL — only the URL is required.

Lookup and Code steps don't message anyone — they fetch or compute data. Pair them with a Filter or Paths step to decide what happens next based on what they return.

Mix and match these across the canvas and you can build anything from a two-text reminder to a full AI-driven qualification sequence.

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Last updated 2026-06-21

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