Workflow Actions¶

Actions are the building blocks of workflows. Each action performs a specific task — reading data, creating records, sending messages, or making calls. Workflows provides 20+ pre-built actions organized into six categories.

Action Categories¶

Category	Description	Actions
Data	Read and write data to spreadsheets	Google Sheets, Microsoft Excel
CRM	Manage customer relationships	HubSpot, Close CRM
Communication	Send messages and emails	Gmail, Microsoft Teams
Calendar	Manage events and schedules	Google Calendar
Voice	Make AI phone calls	VAPI Outbound Call
Health	Healthcare operations	Huli Health

Data Actions¶

Google Sheets¶

Read Spreadsheet¶

Read data from a Google Sheets spreadsheet.

Parameter	Description	Required
Spreadsheet ID	The ID from the spreadsheet URL	Yes
Range	Cell range to read (e.g., `A1:D100`, `Sheet1!A:Z`)	Yes

Output: Array of rows with cell values.

Append to Spreadsheet¶

Add rows to a Google Sheets spreadsheet.

Parameter	Description	Required
Spreadsheet ID	The ID from the spreadsheet URL	Yes
Range	Target range for appending	Yes
Values	Data to append (array of rows)	Yes

Output: Number of rows appended.

Microsoft Excel¶

Read Workbook¶

Read data from an Excel workbook in OneDrive/SharePoint.

Parameter	Description	Required
File Path	Path to the Excel file	Yes
Worksheet	Worksheet name	Yes
Range	Cell range to read	Yes

Output: Array of rows with cell values.

Write to Workbook¶

Write data to an Excel workbook.

Parameter	Description	Required
File Path	Path to the Excel file	Yes
Worksheet	Target worksheet	Yes
Range	Target range	Yes
Values	Data to write	Yes

Output: Confirmation of write operation.

CRM Actions¶

HubSpot¶

Create Contact¶

Create a new contact in HubSpot.

Parameter	Description	Required
Email	Contact email address	Yes
First Name	Contact first name	No
Last Name	Contact last name	No
Phone	Phone number	No
Company	Company name	No

Output: Created contact ID and properties.

Update Contact¶

Update an existing HubSpot contact.

Parameter	Description	Required
Contact ID	HubSpot contact ID or email	Yes
Properties	Properties to update	Yes

Output: Updated contact ID and properties.

Create Deal¶

Create a new deal in HubSpot.

Parameter	Description	Required
Deal Name	Deal title	Yes
Pipeline	Pipeline ID or name	Yes
Stage	Deal stage	Yes
Amount	Deal value	No
Close Date	Expected close date	No

Output: Created deal ID and properties.

Create Note¶

Add a note to a HubSpot record.

Parameter	Description	Required
Record Type	Contact, Company, or Deal	Yes
Record ID	ID of the record	Yes
Note Body	Note content	Yes

Output: Created note ID.

Create Task¶

Create a task in HubSpot.

Parameter	Description	Required
Task Type	Email, Call, To Do, etc.	Yes
Subject	Task subject	Yes
Due Date	When the task is due	No
Assigned To	HubSpot user ID	No

Output: Created task ID and properties.

Close CRM¶

Create Contact¶

Create a new contact in Close CRM.

Parameter	Description	Required
Name	Contact name	Yes
Email	Email address	No
Phone	Phone number	No
Title	Job title	No

Output: Created contact ID.

Create Lead¶

Create a new lead in Close CRM.

Parameter	Description	Required
Name	Lead/Company name	Yes
URL	Website URL	No
Description	Lead description	No

Output: Created lead ID.

Create Note¶

Add a note to a Close CRM lead.

Parameter	Description	Required
Lead ID	Lead to add note to	Yes
Text	Note content	Yes

Output: Created note ID.

Communication Actions¶

Gmail¶

Send Email¶

Send an email via Gmail.

Parameter	Description	Required
To	Recipient email address(es)	Yes
Subject	Email subject	Yes
Body	Email body (plain text or HTML)	Yes
CC	CC recipients	No
BCC	BCC recipients	No

Output: Message ID and send status.

Microsoft Teams¶

Send Direct Message¶

Send a direct message to a Teams user.

Parameter	Description	Required
Recipient	User email or ID	Yes
Message	Message content	Yes

Output: Message ID and send status.

Send Channel Message¶

Post a message to a Teams channel.

Parameter	Description	Required
Team	Team name or ID	Yes
Channel	Channel name or ID	Yes
Message	Message content	Yes

Output: Message ID and send status.

Calendar Actions¶

Google Calendar¶

List Events¶

List events from a Google Calendar.

Parameter	Description	Required
Calendar ID	Calendar to query	Yes
Time Min	Start of time range	No
Time Max	End of time range	No
Max Results	Maximum events to return	No

Output: Array of events with details.

Create Event¶

Create a new calendar event.

Parameter	Description	Required
Summary	Event title	Yes
Start	Event start time	Yes
End	Event end time	Yes
Description	Event description	No
Location	Event location	No
Attendees	Guest email addresses	No

Output: Created event ID and details.

Voice Actions¶

VAPI¶

Make Outbound Call¶

Initiate an AI phone call using VAPI.

Parameter	Description	Required
Phone Number	Destination phone number	Yes
Assistant ID	VAPI assistant to use	Yes
First Message	Opening message for the call	No
Context Data	Data to pass to the assistant	No

Output: Call ID and status.

Health Actions¶

Huli Health¶

Search Patients¶

Search for patients in Huli Health.

Parameter	Description	Required
Query	Search term (name, ID, etc.)	Yes

Output: Array of matching patients.

Create Patient¶

Create a new patient record in Huli.

Parameter	Description	Required
Name	Patient name	Yes
Email	Email address	No
Phone	Phone number	No
Date of Birth	Birth date	No

Output: Created patient ID.

List Appointments¶

List appointments from Huli.

Parameter	Description	Required
Date Range	Start and end dates	No
Provider	Healthcare provider	No
Status	Appointment status	No

Output: Array of appointments.

Using Action Output¶

Action outputs are available to subsequent steps via the expression syntax:

{{Step 1.output.field_name}}

For example, if Step 1 creates a HubSpot contact, you can use the contact ID in Step 2:

{{Step 1.output.contact_id}}

Connecting Accounts¶

Most actions require connecting your account via OAuth:

When configuring an action, click Connect Account
Authorize 4Geeks to access your account
The connection is saved for future workflows

Manage connections in Settings → Connectors.

Best Practices¶

Test actions individually — Use the test button to verify each step before activating
Handle empty results — Use conditions to handle cases where actions return no data
Map data carefully — Ensure mapped fields match expected formats
Monitor execution logs — Check for errors and unexpected results
Use descriptive step names — Makes data mapping easier to understand

What’s Next¶

Templates — See actions in action with pre-built templates
Triggers — Configure when workflows run

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