- Edit the message content or subject of the step
- Change the delay before this step executes
- Update the title (for manual steps)
- Change method/URL (for API steps)
- Adjust delay logic for conditional steps
Supported Step Types
| 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 |
Request Body
Only include the fields you want to update. Required fields are not enforced here.| 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 |
Supported Condition Keys
Forconditional steps:
emailsOpenedemailsClickedemailsUnsubscribedmeetingBookedlinkedinInviteAcceptedlinkedinOpened
Authorizations
Basic authentication header of the form Basic <encoded-value>, where <encoded-value> is the base64-encoded string username:password.
Path Parameters
The unique identifier of the sequence
The unique identifier of the step
Body
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