Automation steps control what happens after the trigger runs.

NextCRM supports three main step types:

• Action / Goal
• Delay
• Condition

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Action / Goal

An Action / Goal is the task NextCRM performs inside the automation.

Examples:

• Send an email
• Add a tag
• Remove a tag
• Add a contact to a list
• Update contact status
• Send SMS
• Delete contact
• End funnel

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NextCRM Actions

Available NextCRM actions may include:

• Wait X Days/Hours
• Add Tag’s
• Remove Tag’s
• Add List’s
• Remove List’s
• Update Field’s
• Update Status
• Update Type
• Update Meta
• Delete Meta
• Add Notes & Activity
• Delete Contact
• Cancel Automation
• End Funnel

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Add Tag’s

This action adds one or more tags to a contact.

Use it when you want to mark a contact based on behavior.

Example:

A contact submits a pricing form, and NextCRM adds the Pricing Interested tag.

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Remove Tag’s

This action removes one or more tags from a contact.

Use it when a tag is no longer relevant.

Example:

Remove New Lead after the contact becomes a customer.

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Add List’s

This action adds a contact to one or more lists.

Use it to organize contacts automatically.

Example:

Add new form subscribers to the Newsletter Subscribers list.

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Remove List’s

This action removes a contact from a list.

Use it when a contact should no longer belong to a specific audience group.

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Update Field’s

This action updates a contact field.

Use it when you want to change contact information during an automation.

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Update Status

This action updates the contact status.

Example statuses:

• Subscribed
• Bounced
• Complained
• Pending
• Unsubscribed

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Update Type

This action updates the contact type.

Example types:

• Contact
• Customer
• Lead
• Partner
• Client
• Other

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Update Meta

This action updates custom contact meta data.

Use it when you store extra contact information.

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Delete Meta

This action deletes selected contact meta data.

Use this carefully because deleted meta data may not be recoverable.

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Add Notes & Activity

This action adds a note or activity to the contact.

Use it to record important contact events.

Example:

Contact submitted pricing request form.

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Delete Contact

This action deletes the contact from NextCRM.

Use this carefully. It should only be used when your workflow requires contact removal.

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Cancel Automation

This action cancels another automation for the contact.

Use it when one workflow should stop after a new event happens.

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End Funnel

This action ends the current funnel for the contact.

After this step, the contact will not receive further emails or SMS from that funnel.

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Email Actions

Email actions allow you to send emails inside an automation.

A common email action is:

• Send Email

Use this action when you want to send an automated email after a trigger.

Example use cases:

• Welcome email after new contact
• Follow-up email after form submission
• Purchase confirmation
• Course enrollment email
• Re-engagement email

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SMS Actions

SMS actions allow you to send a mobile SMS to a contact.

Available SMS action:

• Send Mobile SMS

This action sends an SMS to the contact mobile number.

Use this only when the contact has a valid mobile number and has permission to receive SMS messages.

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Delay

A Delay step pauses the automation before the next action runs.

Use delay when you do not want every step to happen immediately.

Example:

New Contact
↓
Send Welcome Email
↓
Wait 2 days
↓
Send Follow-up Email

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When to Use Delay

Use delay for:

• Welcome sequences
• Follow-up emails
• Course reminders
• Trial reminders
• Review requests
• Re-engagement campaigns
• Post-purchase follow-ups

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Wait X Days or Hours

The Wait X Days/Hours action lets you wait for a selected time before the next step.

Example:

• Wait 1 hour
• Wait 1 day
• Wait 3 days
• Wait 7 days

Use timing carefully so contacts do not receive too many messages too quickly.

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Condition

A Condition step lets you split an automation based on contact data or behavior.

For example, you can check whether a contact status equals Subscribed or Unsubscribed.

If the condition matches, the contact follows one path.

If it does not match, the contact can follow another path.

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Condition Example

Example condition:

Check contact properties
Status equals Subscribed

Then:

Send Email

Another branch may check:

Status equals Unsubscribed

Then you may stop the funnel or avoid sending email.

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When to Use Conditions

Use conditions when you want different contacts to receive different actions.

Example use cases:

• Send email only to subscribed contacts
• Skip unsubscribed contacts
• Send different emails to customers and leads
• Check if a tag exists
• Check if a contact is in a list
• Check contact type before sending
• Separate customers by purchase behavior

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Condition Branches

A condition can create multiple paths.

Each path can have its own steps.

Example:

Condition: Contact status
├── Subscribed → Send Email
└── Unsubscribed → End Funnel

This helps you build safer and smarter automations.