Skip to content
One platform. From customer conversation to completed work.Take a closer look
All connections
CRM ยท CONNECTION

Autopilot + NodeHub

Contacts, lists and marketing journeys in Autopilot Journeys.

Explore 30 workflow actions for Autopilot, including account permissions and operation limits.

18 read actions12 write actions
WORKFLOW ACTIONS

What you can configure.

Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.

Add contact to journey

Write

Activate a published API journey trigger for the selected contact. This can send customer communications.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Add contact to list

Write

Ensure the selected contact belongs to the remote list. This may activate list-based journeys.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Associate recorded session

Write

Associate existing recorded visits with an email. A missing remote contact is created by the provider.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Check contact list membership

Read

HTTP 200 confirms membership. HTTP 404 means absent contact or membership, and remains an explicit operation error.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

Collect contacts

Read

Read bounded Autopilot contact pages with explicit bookmark continuation.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Reads at most maxPages, 60 seconds and 1.9 MB. Continue with nextBookmark when complete is false, preserving list or segment filters. Duplicate contacts or bookmarks fail.
  • Smart-segment bookmarks expire and can be invalidated. Collections are not snapshots; provider rate limits remain in force.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

Collect list contacts

Read

Read bounded Autopilot contact pages with explicit bookmark continuation.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Reads at most maxPages, 60 seconds and 1.9 MB. Continue with nextBookmark when complete is false, preserving list or segment filters. Duplicate contacts or bookmarks fail.
  • Smart-segment bookmarks expire and can be invalidated. Collections are not snapshots; provider rate limits remain in force.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

Collect segment contacts

Read

Read bounded Autopilot contact pages with explicit bookmark continuation.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Reads at most maxPages, 60 seconds and 1.9 MB. Continue with nextBookmark when complete is false, preserving list or segment filters. Duplicate contacts or bookmarks fail.
  • Smart-segment bookmarks expire and can be invalidated. Collections are not snapshots; provider rate limits remain in force.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

Create contact in journey

Write

Create or update a contact and activate the specified published journey trigger.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create contact list

Write

Create a new list. The provider may append a number when its name already exists.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create or update contact

Write

Create a remote contact or update the contact matched by email. Explicit null clears supported fields.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • Vendor deduplication is by email within this selected account. No local customer profiles are merged. Omitting email can create duplicates. New custom field names create fields in the remote account.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create or update contact batch

Write

Create or update up to 100 contacts with explicit email-to-ID receipt verification.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • IDs are not returned in input order. The email map must account for every submitted contact. Repeated input emails are refused. A partial or lost receipt remains uncertain and is never resent.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete contact

Write

Permanently remove the remote contact and stop its journeys and communications.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Get contact

Read

Read a remote contact by ID or email.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

Get email campaign

Read

Read campaign content and metadata for an email ID from the activity stream.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

List contact lists

Read

Read contact list IDs and titles in this account.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

List contacts

Read

Read a bounded vendor page of contacts and its continuation bookmark.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • A bookmark means more pages remain. Smart-segment bookmarks expire and can be invalidated by account changes. Do not restart a failed continuation as if no records had been processed.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

List contacts in smart segment

Read

Read a bounded vendor page of contacts and its continuation bookmark.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • A bookmark means more pages remain. Smart-segment bookmarks expire and can be invalidated by account changes. Do not restart a failed continuation as if no records had been processed.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

List contacts on list

Read

Read a bounded vendor page of contacts and its continuation bookmark.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • A bookmark means more pages remain. Smart-segment bookmarks expire and can be invalidated by account changes. Do not restart a failed continuation as if no records had been processed.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

List custom fields

Read

Read custom field names, IDs and types.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

List journey API triggers

Read

Read published journeys that expose API triggers.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

List smart segments

Read

Read smart segment IDs and titles.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

List webhook registrations

Read

Read webhook IDs and event names without exposing callback addresses.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

Read account identity

Read

Authenticate the API key and read its primary account identity.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

Read next contact page

Read

Read a bounded vendor page of contacts and its continuation bookmark.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • A bookmark means more pages remain. Smart-segment bookmarks expire and can be invalidated by account changes. Do not restart a failed continuation as if no records had been processed.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

Read next list contact page

Read

Read a bounded vendor page of contacts and its continuation bookmark.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • A bookmark means more pages remain. Smart-segment bookmarks expire and can be invalidated by account changes. Do not restart a failed continuation as if no records had been processed.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

Read next smart segment page

Read

Read a bounded vendor page of contacts and its continuation bookmark.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • A bookmark means more pages remain. Smart-segment bookmarks expire and can be invalidated by account changes. Do not restart a failed continuation as if no records had been processed.

Pagination: cursor. Check the result for additional pages; a single action may not return every record.

Record website visit

Write

Record a visit under an explicit application session ID. Associate it with a contact separately.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Remove contact from list

Write

Remove the selected contact from the remote list, including already-absent membership.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Request contact activity deletion

Write

Request deletion of all or website activity while retaining the contact. The provider may queue this request.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.
  • HTTP 200 acknowledges the request, not completed deletion. Queued deletions may take minutes. Completion polling is not documented.

A repeated request may repeat the external action. Review the previous result before retrying a write.

Unsubscribe contact

Write

Unsubscribe the contact from email in Autopilot journeys.

Permissions and limits

Account permissions

Depends on the connected account and selected operation. Check the service documentation.

Operation limits

  • Uses the selected Autopilot Journeys account. Account permissions and the vendor 20 requests per second limit apply.

A repeated request may repeat the external action. Review the previous result before retrying a write.

SETUP

Start with a controlled test.

01Connect the intended account

Use the account and permissions required for your process. Review the connection check before configuring a workflow action.

02Review inputs and access

Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.

03Confirm the result

Inspect step outputs and confirm the result in Autopilot. A saved workflow is not a completed provider action.

Follow the workflow quickstart
EXPLORE YOUR STACK

More in CRM.

Autopilot integration | NodeHub