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Automation Nodes

Learn what each automation node does and how to use them.

Written by Nadia Martynova
Updated this week

Automation nodes are the individual building blocks of a workflow, with each node representing a specific action, decision point, or data processing step.

Any Automation has an “Automation Start” and “End Automation” Node. You can add and edit more Nodes between them to build an Automation that fits your needs.

Click the “+” button to create the first Node.

A screenshot of the automation builder, the "+" button is highlighted with a message "Start by choosing first node". Automation on the picture has just two nodes: "automation start" and "End Automation".

A new modal window will appear once you click the “+” button to add a Node. You will see all available Nodes that are divided into three sections: Popular, Logic and CRM Actions. Choose the one you need to create your first Node.

A screenshot of the window with three sections of Nodes: Popular, Logic and CRM Actions. The first section is open: it has sub-sections Outreach Nodes, Social Nodes and Advanced Nodes.

Popular Nodes Section

Outreach Nodes

  1. Send Connection Request

    The node Send Connection Request sends a LinkedIn connection request. Add a Connection Note if you like - 200 characters max, 300 if you're on LinkedIn Premium.

    This Node has a custom text box, you can type your own message or use a Template. Once the Contact approves connection, the message you attach will be sent to their direct messages.

    If you want to make the message personalized, use the “Insert variables” option.

    A screenshot of a "Send Connection Request" Node.  It sends a LinkedIn connection request. Add a Note if you like -200 characters max, 300 if you're on LinkedIn Premium. In the textbox you can type your Note. Use a template or insert variables that you like. You can skip the note if the personalized note limit is reached or the character limit is exceeded, the connection request will be sent without a note.

  2. Send message

    The Send message Node sends a LinkedIn message. The text can be up to 8000 characters. You can not leave the message text box empty.

    This node has a toggle “Send always”. If enabled, the message will be sent to contacts with Replied status. If not enabled, the message will be sent only to contacts who have not replied before.


  3. Withdraw Connection Request

    This Node withdraws a LinkedIn connection request. If no connection request was previously sent to the contact, this node will be skipped.


  4. Send InMail

    Sends an InMail message. InMail can be sent for free to contacts with an Open Profile, or using credits if the Sender Profile has LinkedIn Premium. Otherwise, the task will fail.
    This Node offers a text box for inserting your InMail text. The text box has the “Subject” section and the main section. You can also attach a file and insert variables. You can use a template by toggling the button above the text box.
    By default, a contact’s reply makes this task manual. You can toggle the “Always send” button to send emails regardless of replies.


  5. Send Email

    Sends an email message. If the contact doesn’t have an email address for the selected email type, the task will fail.
    You can choose the email type (Send to work email/Send to personal email/Send to any email):


    If you toggle the button “Send in previous thread”, the email will be sent in an existing thread, if available. Otherwise, it will create a new email with the specific subject.

    As for the email text, you can add a Subject and attach files. You can use a template and add variables as well.

    The button “Always send” allows you to send the email regardless of the contact’s reply.

Social Nodes

  1. Visit Profile

    Visits a linkedIn profile page. The contact will receive a notification that their LinkedIn profile was visited.


  2. Like Latest Post

    Leaves a Like on the latest post. The contact will receive a notification that their post was liked.

    Note: When you create multiple Nodes “Like Latest Post”, it doesn’t allow you to like several posts. Only the latest post will be liked.

  3. Comment Latest Post

    Leaves a comment on the latest article or post. The contact will receive a notification that their post was commented on. The comment can be up to 1,250 characters.

    The comment can contain Variables.

  4. Endorse Skills

    Endorses a specified number of skills. Up to 10 skills can be endorsed. You can set the number of skills in the “Skills count” box.

Advanced Nodes

  1. Wait for Connection

    Continuously checks if the connection request is accepted. If accepted, the contact immediately moves to the “Connected” branch. If not accepted during the subtasks sequence, they move to “No connect”. Add subtasks to improve conversions.


    This Node can contain Subtasks. Click “Add task” and choose one of the options: Time delay, Comment Latest Post, Like Latest Post, Visit profile.

    Note: The actual wait time can differ from the set wait period due to executing subtasks. If the set period ends before all subtasks are executed, contacts will not go to the next node.


  2. Rotate Sender Profile

    Restarts the automation from the specified segment node with another sender as set in Rotation steps. The Rotation Steps define how many times the automation should be restarted. If no sender profile is selected, it will be set using the segment’s settings.


    You can create several rotations in this Node, just click the button “Add rotation”. When all rotations are set, click “Create” to add the Node.

  3. Call Custom Webhook

    Triggers the selected custom webhook.

    |Note: You need to have a webhook prepared to use it in this Node. Read more about webhooks in this article.


  4. Call API

    Connect and interact with the external tools or databases using a customizable API endpoint.

    You can choose a Method:

    GET
    POST
    PUT
    PATCH
    DELETE

    By toggling the “Remove empty values” you can exclude empty, null, or undefined values from the request to prevent overwriting data.


    Query String

    Add key-value parameters to customize your API request. These will be appended to the endpoint as query string parameters. Note: you can only use variables as keys.


  5. Send to Automation

    Sends the contact to the specified automation. Additionally, the contact will remain in progress within automation. You can choose the existing automation by clicking the “Select automation” box.


CRM Actions Section

Contact Management

  1. Add Tag

    Adds a specific tag. You need to create a tag in advance to use it in an automation.


  2. Remove Tag

    Removes a specific tag.

  3. Change List

    Moves the contact to the specified list. A list has to be created in advance to be used in an automation.

  4. Change Pipeline Stage

    Changes the Pipeline Stage to the specified one.

5. Change Sender Profile

Change the Sender Profile to the specified one. Further automation will continue from new sender Profile.

Integrations

  1. Call Custom Webhook

Triggers the selected custom webhook.

2. Call API

Connect and interact with external tools or databases using a customizable API endpoint.

You can choose the method (GET, POST, PUT, PATCH, DELETE).

Exclude empty, null, or undefined values from the request to prevent overwriting data.

Query string adds a key-value parameters to customize your API request. These will be appended to the endpoint as query string parameters. You can define the JSON payload to pass structured data in the request body.

Node Settings

Every node has settings available to change whenever you like. To access the Node Settings Sidebar, click the node, and the sidebar will appear on your right.

Every node can be set to run Manually or Automatically. By default, all nodes run automatically. If you want to change the node to manual mode, click the node to access the settings and change Automatically to Manually on the bottom of the sidebar.

screenshot of the node settings sidebar with an arrow pointing to the field with Automatically option

You can also add a delay period here that the node will wait until executing the task. To add a delay period, put the number next to Wait and select in the next field Days or Minutes.

You can delete the node in the node settings sidebar by clicking three dots in the right upper corner.

screenshot of a send connection request node sidebar with an arrow pointing to the three dot menu in the right upper corner of the node settings sidebar

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