Updates an existing step within a sequence.
| Type | Editable Fields | Description |
|---|---|---|
email | subject, message, delay | Sends an email to the lead |
manual | title, message, delay | Manual task to be performed by the user |
phone | message, delay | Reminder to make a phone call |
api | method, url, delay | Makes an API call |
linkedinVisit | delay | Simulates a profile visit on LinkedIn |
linkedinInvite | message, delay | Sends a LinkedIn invite with message |
linkedinSend | message, altMessage, delay | Sends a LinkedIn message |
sendToAnotherCampaign | campaignId | Sends the lead to another campaign |
conditional | conditionKey, delayType, delay | Triggers the next step based on lead behavior |
whatsappMessage | message, delay | Sends a WhatsApp message |
| Field | Type | Applies To | Description |
|---|---|---|---|
subject | string | email | Email subject line |
message | string | email, linkedin*, manual, phone, whatsappMessage | Message text |
altMessage | string | linkedinSend | Fallback LinkedIn message |
title | string | manual | Title for manual task |
method | string | api | One of GET, POST, PUT, DELETE, PATCH |
url | string | api | Valid HTTP/HTTPS URL |
delay | integer | all except sendToAnotherCampaign | Delay before this step in hours |
delayType | string | conditional | One of within, waitUntil |
conditionKey | string | conditional | See supported condition keys below |
campaignId | string | sendToAnotherCampaign | ID of destination campaign |
conditional steps:
emailsOpenedemailsClickedemailsUnsubscribedmeetingBookedlinkedinInviteAcceptedlinkedinOpenedBasic authentication header of the form Basic <encoded-value>, where <encoded-value> is the base64-encoded string username:password.
The unique identifier of the sequence
The unique identifier of the step
The type of step (required but cannot be changed - must match the existing step type)
email, manual, phone, api, linkedinVisit, linkedinInvite, linkedinSend, sendToAnotherCampaign, conditional, whatsappMessage Delay in days before executing this step
Email subject line (for email steps)
Content of the email or message (for email, linkedinInvite, linkedinSend, manual, phone, whatsappMessage steps)
Alternate message for linkedinSend steps
Title or label for manual steps
HTTP method for API steps
GET, POST, PUT, DELETE, PATCH URL of the API endpoint to call (for api steps). Must start with http:// or https://
Condition key for conditional steps
emailsOpened, emailsClicked, emailsUnsubscribed, meetingBooked, linkedinInviteAccepted, linkedinOpened, hasWhatsappAccount Delay type for conditional steps
within, waitUntil Target campaign ID for sendToAnotherCampaign steps. The campaign must exist and not be archived