Step types

Every kind of step a flow can contain, grouped by what it does.

Flow of control

• If condition — branch true/false on a comparison.
• Switch — branch many ways on one value.
• Loop items — run a branch once per item in a list.
• Spawn branch — start a parallel branch and carry on.
• Error handler — catch a failing step and route it.
• End point — finish the run.

Data

• Set data — compute or set values in the traveller's data; the general-purpose transform.
• DB query — query the site database and keep the result.
• Code — a sandboxed TypeScript transform for data munging a plain step cannot express.
• Log entry — write to the event log.
• Dataset write / query / delete — records in your data collections. See Data collections.

External

• HTTP request — call an outside API and keep the response (credentials from the credentials manager).
• Function call — run one of your published functions.
• Webhook trigger — fire a webhook out to another system.
• Async wait — pause until an inbound webhook resumes this run.
• Agent invoke — hand the work to an AI agent and resume with its answer.

Time

• Set delay — wait days or seconds before the next step (the drip in a drip sequence).
• Timed page — show a page for a set time, then move on.
• Schedule trigger — start the flow at set times.

Web

• Source — the entry point.
• Track — record a visit.
• Landing page — render a page.
• Capture page — render a page whose form posts back into the flow.
• Split test — send traffic to two or more outputs by weight.
• Redirect — send the visitor elsewhere.

Email and prospects

• Send email — a mailing script to the traveller, with placeholders filled.
• Add subscriber — enrol the traveller in an email sequence.
• Save to list — put them on a list.
• System email — one of the site's system emails (welcome, verification…).

Accounts and checkout

• Referrer gate · Register account · Sign in · Verify account — the pieces of registration and login.
• Run journey — hand the visitor to another journey.
• Checkout identity · Checkout page · Order placed — the pieces of checkout.

See Journeys for how these are assembled.