Action Node: Tags, Custom Fields and API Requests

While other nodes control where the flow goes, the Action node changes what LinktoDM knows — updating contact info, managing tags, or reaching out to other tools.

Setup

Add the node → click + Add an action → pick the action → configure it → connect to the next step.

+ Add an action opens the five actions a flow can take

Available actions

Action	Does	Use this for
Add contact tag	Adds one or more tags to the contact	Segmenting by interest, campaign, or behavior
Remove contact tag	Removes one or more tags	Clearing “Lead” once they convert
Set user field	Saves a value to a custom field on the contact	Storing language, membership level, source campaign
Make external API request	Sends data to a webhook or external service	Pushing leads to a CRM, triggering your own backend
Delete contact	Permanently removes the contact from your audience	⚠️ Irreversible — use carefully

One node can hold several actions: + Add action stacks another underneath, and they run together before the flow moves on.

Setting a user field

Set user field asks for three things: which user field to write to, the operation (set a value, and the other operations the field type allows), and the value itself. Don’t have a suitable field yet? + Create new field makes one without leaving the panel.

Set user field writing True to a Client field — the node shows the result as client = True

Two things worth knowing about the value:

• {{system.last_input}} saves whatever the contact most recently replied, which is how a Collect user info answer gets stored on the contact.
• The value is converted to the field’s type, so a number field takes a number and a true/false field takes True or False.

Tags vs. custom fields, quickly

Tags are labels, and a contact can have several. Custom fields hold actual values — an email, a tier, a language. Use tags to segment, use fields to store.

Example flow

User sends a message → Collect email → Set field (Email Verified) →
Add tag (Newsletter Subscriber) → Send confirmation

Delete contact can’t be undone

Deleting a contact removes their record permanently, including anything you’d collected from them. Put it behind a condition you trust, and test the flow on your own second account before publishing.