Supported Actions by Platform

Reference for all sequence action types, how they execute on each platform, and the checks and behaviors that govern them.

How to Use This Page

This is a reference, not a tutorial. You'll come here to answer specific questions like "can I send a comment on X?" (no — LinkedIn only) or "what does Withdraw Connection actually do?" (cleans up unanswered connection requests so you can retry later).

If you're building your first sequence, start with the default templates in Building Sequences — they already combine these actions in proven flows (e.g., Like → Follow → DM on X, or Connection Request → DM on LinkedIn). Come back here when you want to add or replace a step and need to know what's available, what platform supports it, and what guardrails apply.

The platform support matrix is the table below. Anything marked with - isn't available on that platform — for example, you can't send a Comment on X or a Connection Request on email.

Actions Reference

Action	X	LinkedIn	Email	Description
Like	Y	Y	-	Like/react to a lead's recent post
Comment	-	Y	-	Comment on a lead's LinkedIn post
Follow	Y	-	-	Follow the account
DM	Y	Y	-	Send a direct message
Email	-	-	Y	Send an email through your connected mailbox
Connection Request	-	Y	-	Send a LinkedIn connection request
Withdraw Connection	-	Y	-	Withdraw a pending or accepted connection
Condition	Y	Y	Y	Branch based on lead status

Action Details

Like

Platforms: X, LinkedIn

Likes a lead's recent post. The post is selected automatically.

Post selection:

• Fetches the lead's recent posts

• Filters out posts already interacted with across all sequences (not just the current one)

• Respects the "prefer original posts" and "skip old posts" settings

• Selects the most recent qualifying post

Execution:

• X: Likes the tweet via the X API

• LinkedIn: Likes the post via the LinkedIn API

If no qualifying posts are found, the action is skipped and the sequence advances.

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Comment

Platforms: LinkedIn only

Posts an AI-generated comment on a lead's recent LinkedIn post.

Post selection:

• Same logic as Like but also filters out posts already commented on (global check across all sequences)

• If the skip negative content setting is enabled, posts with tragic or negative content are skipped (checked via AI)

• Attempts to coordinate with a prior like action - commenting on the same post that was recently liked

Comment generation:

• AI generates the comment using the post text as context

• Uses the step-level AI prompt if configured, otherwise falls back to the sequence's comment prompt ("How AI comments on posts")

• Supports multilingual comments via the offer's language setting

Execution:

• Posts a comment via the LinkedIn API. If commenting is disabled on the first post, tries the next candidate post.

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Follow

Platforms: X only

Follows the lead's account on X. LinkedIn uses Connection Request instead.

Execution:

• Checks if already following- skips if already following

• Simulates natural browsing behavior before following

• Follows the account

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Send DM

Platforms: X, LinkedIn

Sends a direct message to the lead. The message template is personalized using lead data and AI.

Platform routing: Each DM step is configured for a specific platform. The system validates the lead has the required profile data for that platform before sending.

Message personalization:

• Template variables are replaced with lead data: {{name}}, {{first_name}}, {{bio}}, {{company}}, {{company_size}}, {{location}}, {{followers}}, etc.

• Special placeholders: {{post}} (lead's latest post), {{replied_post}} (post from a prior comment action)

• AI fills remaining smart placeholders ({{role}}, {{pain_point}}, custom placeholders) using enrichment data, web enrichment, and knowledge base context

• Booking URL is injected with platform-specific tracking if configured

X DM execution:

• Checks whether the lead can receive DMs- if not, the lead is removed from the sequence

• Creates or retrieves the conversation

• Sends via the X API

LinkedIn DM execution:

• Checks connection status- LinkedIn requires an accepted connection to send DMs

• If an existing conversation already has messages, skips the template DM and queues an AI response instead (avoids duplicate cold outreach)

• Sends via the LinkedIn API

Duplicate prevention: The system detects crash/retry scenarios and prevents double-sending.

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Send Email

Platforms: Email (Gmail and/or Outlook)

Sends an email to the lead from one of your connected mailboxes. Subject and body support the same template variables and AI personalization as DMs.

Mailbox routing:

• Recipients on @gmail.com send from your Gmail account

• Recipients on @outlook.com / @hotmail.com / @live.com send from your Outlook account

• Everyone else sends from the Primary mailbox (you set this from the Email card on the parent account's detail page)

Execution:

• Validates the lead has an email address. If missing, the action is skipped.

• Confirms the relevant mailbox is connected and active. If not, the action is skipped.

• Skips leads with a recorded bounce on a previous send.

• Renders the subject and body templates, applies AI personalization if enabled, then sends.

Reply handling: Inbound replies are detected on the next mailbox poll and matched to the conversation. The reply appears in the unified Inbox.

See Email Channel and Connecting Email for setup and configuration details.

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Connection Request

Platforms: LinkedIn only

Sends a LinkedIn connection request, optionally with a personalized note.

Daily limits: You can set a daily connection request limit per account to any whole number from 1 to 100 (default 15, which is the recommended starting point). Choose a limit that matches your account type and risk tolerance.

If the daily limit is reached, the action enters Deferred status and remaining connection request actions are deferred to the next day.

Execution:

• Checks daily limit

• Simulates natural browsing behavior before sending

• Personalizes the connection note if configured (supports {{variable}} placeholders, max 300 characters)

• Sends the connection request

• If auto-withdraw is configured, schedules a withdraw action after the specified number of days

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Withdraw Connection

Platforms: LinkedIn only

Withdraws a pending LinkedIn connection. This action is automatically scheduled by a connection request step's auto-withdraw setting - it is not available in the flow builder palette and cannot be manually added to sequences.

Does not count toward sequence progress or advance the lead.

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Condition

Platforms: X, LinkedIn (condition types vary by platform)

Evaluates a condition and routes the lead to the TRUE or FALSE branch.

Condition types:

Type	Platform	How It's Checked
Replied	X, LinkedIn	Checks if the lead has replied or sent inbound messages
Followed Back	X	Checks if the lead followed you back on X
Connection Accepted	LinkedIn	Checks if the LinkedIn connection request was accepted; if so, cancels pending withdrawal
Has Profile	X, LinkedIn	Checks if lead has a filled-out profile on the target platform

Retry logic: If the condition is not met and retries are configured (retry interval and max attempts):

• A new condition action is scheduled for the same step after the retry interval

• The retry attempt counter is incremented

• Current action is marked as completed (not failed)

• The FALSE branch only executes after all retries are exhausted

Pre-Action Checks

Before every action executes, the system runs these checks in order:

Check	Behavior if Failed
Action status is Pending or Queued	Skip
Lead not in terminal status (Replied, Meeting Booked, Lost, Completed)	Skip
Lead not in CRM at non-"new" stage	Skip
Lead not marked as competitor	Skip
Lead not blacklisted	Skip
For X DMs: lead can receive DMs	Remove lead from sequence
Daily action limit not exceeded	Reschedule for tomorrow
Lead has required platform data for action type	Skip

Each sequence has a single unified daily action counter that covers all channels (X, LinkedIn, email). If the limit is reached, the action is rescheduled for the next day at a random time within the activity window.

Action Lifecycle

Every action moves through these states:

Status	Description
Pending	Waiting for scheduled time
Queued	Scheduled time reached, in the processing queue
In Progress	Being executed (includes human delay simulation)
Completed	Successfully executed
Skipped	Bypassed (no content, missing platform data, blacklisted, error)
Failed	Could not complete (rarely used- most failures become skipped)
Cancelled	Action cancelled before execution (e.g., sequence paused, lead removed, superseded by a manual action)
Deferred	Rate-limited connection requests; auto-resumes the next day

After every completed or skipped action, the next step is queued based on the flow graph.

Error Handling

Errors are classified by severity:

• Minor errors (no content found, duplicate action)- logged, sequence continues normally

• Critical errors (rate limit, bot detection, auth failure)- may pause the account and notify you by email

• Budget exhaustion- action rescheduled for the next day, preserving the sequence flow

Human Delay Simulation

All actions include natural timing that simulates browsing, reading, and typing behavior. Delays vary by action type and context to create realistic patterns.

Next Steps

• Building Sequences: Combine actions into multi-step campaigns

• DM Personalization: How AI generates personalized first messages

• Scheduling & Send Limits: Activity windows and rate limit details