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Automation Actions

Actions do the work: send an email to the lead, your team or a custom address, or call a webhook.

Verified against Pivix on September 29, 2026

Actions

  • Send E-Mail to Lead: sends an Email Template to the lead's email address.
  • Send E-Mail to Team Member: choose an Email Template that is sent to a team member.
  • Send E-Mail to Custom Address: sends an Email Template to an Email Address you type in.
  • Webhook: sends the automation data as JSON to a Webhook URL.
The action type dropdown
The action type dropdown
Choosing an email template for the action
Choosing an email template for the action

More in this category

What Is AutomationAn automation reacts to an event with conditions and actions. Learn the concept, the Automations page and how to create one.Read articleAutomation TriggersA trigger starts an automation. Pivix offers Webhook, Incoming Email and Scorecard triggers.Read articleAutomation ConditionsConditions decide whether an automation continues. The available types depend on the trigger.Read articleEmail Templates, Sending Address and InboxesEmail actions need a template and a sending address. Email triggers need an inbox. This article covers all three pages.Read articleTesting Automations and ExecutionsRun a test and check the executions of an automation.Read article

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