Reference: Automation Actions

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When you create an Automation, you select the tasks you want to automate from the Actions tab. The actions available depend on the member type (Account or Person) selected for the Automation. 

Action Category Available for Member Type
Add to Existing Static List Demandbase Account
Remove from Static List Demandbase Account
Add to Marketo Campaign Partner Person
Add to Outreach Sequence Partner Person
Remove from Outreach Sequence Partner Person
Add to SalesLoft Cadence Partner Person
Remove from SalesLoft Cadence Partner Person
Enroll in HubSpot Workflow Partner Person
Unenroll from HubSpot Workflow Partner Person
Add to Gong Engage Flow Partner Person
Change Account Data (Salesforce) CRM Account and Person
Change Person Data (Salesforce) CRM Person
Change Dynamics Account Data CRM Account and Person
Change Dynamics Person Data CRM Person
HubSpot Change Account Data CRM Account and Person
HubSpot Change Person Data CRM Person
Convert Lead to Contact (Salesforce) CRM Person
Qualify Lead (Dynamics) CRM Person
Update Lifecycle Stages (HubSpot) CRM Person
Create Salesforce Task CRM Account and Person
Create Task in Dynamics CRM Account and Person
Create Task in HubSpot CRM CRM Account and Person
Add Account to Salesforce Campaign CRM Account
Change Account Status in Salesforce Campaign CRM Account
Remove Account from Salesforce Campaign CRM Account
Add to Salesforce Campaign CRM Person
Add to Dynamics Campaign CRM Person
Add Contacts to List (HubSpot) CRM Person
Change Status in Salesforce Campaign CRM Person
Change Status in Dynamics Campaign CRM Person
Remove from Salesforce Campaign CRM Person
Remove from Dynamics Campaign CRM Person
Remove Contacts from List (HubSpot) CRM Person

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