Available Actions
This article lists all the action and control nodes you can add to a workflow.
Action Nodes
Create Task
Creates a new task in the task list.
- Title -- the task name (supports merge fields)
- Description -- optional detail (supports merge fields)
- Assigned to -- a specific user or team
- Due date -- when the task should be completed
- Urgency -- routine or urgent
- Linked to -- automatically linked to the triggering patient, appointment, or other record
Send Email
Sends an email to the patient or a specified recipient.
- To -- patient email (from trigger context) or a custom address
- Subject -- email subject line (supports merge fields)
- Body -- email content (supports merge fields)
- Provider -- uses your connected email provider
Send SMS
Sends an SMS message via Firetext.
- To -- patient mobile number (from trigger context)
- Message -- SMS content (supports merge fields)
- Quiet hours -- respects your organisation's quiet hours configuration
Update Record
Updates a field on a database record.
- Record type -- the type of record to update
- Field -- which field to change
- Value -- the new value (supports merge fields)
Update Recall
Updates a recall enrolment's status.
- Status -- set to active, deferred, fulfilled, or cancelled
- Reason -- optional note for the change
Add Alert
Creates a clinical alert on a patient record.
- Title -- alert title (supports merge fields)
- Priority -- the alert severity level
- Patient -- automatically linked to the triggering patient
Close Task
Marks a task as done or cancelled.
- Status -- completed or cancelled
- Task -- the task from the trigger context
Control Nodes
Wait
Pauses the workflow for a specified duration before continuing to the next step.
- Duration -- configurable delay (e.g. 1 hour, 24 hours, 7 days)
The workflow is suspended during the wait and resumes automatically when the duration elapses.
Branch
Splits the workflow into two paths based on a condition.
- Condition -- an if/else expression using trigger variables
- Yes path -- executes if the condition is true
- No path -- executes if the condition is false
For example, branch on whether the patient has an email address to decide between sending an email or an SMS.
Filter
Stops the workflow if a condition is not met.
- Condition -- if the condition evaluates to false, the workflow ends
- Unlike Branch, Filter does not offer an alternative path -- it simply stops execution
Useful for adding guard conditions, such as "only continue if the patient is on the diabetes register".
Tip: All text fields in action nodes support merge fields. Click the { } button in any text field to browse available variables and insert them.