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Flow Actions

Flows

Written by BeyondCart

Last updated: March 2026 Category: Flows

Overview

Actions are the nodes in a flow that actually do something — send a message, update a user's profile, add or remove a user from a segment, or call an external service. BeyondCart provides four action types, each designed for a specific purpose.

Prerequisites

  • An active or draft flow in the BeyondCart editor

  • Familiarity with the flow canvas (see Creating a Flow)

  • At least one communication channel configured for messaging actions

Step-by-Step Guide

Send Push Notification

This is the most commonly used action. It sends a push notification to the user's mobile device via Firebase Cloud Messaging.

  1. Add a Send Push Notification node to the canvas.

  2. Click the node to open the configuration panel.

  3. Fill in the following fields:

    • Title — The notification headline. Example: "Still thinking about it?"

    • Body — The notification message. Example: "{{user.first_name}}, your {{trigger.product.title}} is waiting in your cart!"

    • Image (optional) — Upload or select an image to display in the notification.

    • Deep Link (optional) — A link that opens a specific screen in the app when tapped (e.g., a product page or the cart).

    • Action Button (optional) — A custom button label and link.

  4. Use personalization variables to make messages dynamic. Available variables include:

    • {{user.first_name}} — The user's first name.

    • {{user.last_name}} — The user's last name.

    • {{user.email}} — The user's email.

    • {{trigger.product.title}} — The product title from the triggering event.

    • {{trigger.product.image_url}} — The product image URL.

    • {{trigger.order.total}} — The order total from the triggering event.

    • {{store.name}} — Your store name.

[Screenshot: Send Push Notification configuration panel with title, body, image, and personalization variables]

Update User

This action modifies a user's profile data. Use it to tag users, set custom properties, or update metafields.

  1. Add an Update User node to the canvas.

  2. Click the node and configure:

    • Field — Choose which user field to update (e.g., a custom tag or metafield).

    • Value — Set the new value. You can use static values or personalization variables.

  3. Common use cases:

    • Set a "welcomed" tag after a welcome series completes.

    • Update a custom loyalty tier based on flow logic.

    • Clear a flag after a win-back campaign runs.

[Screenshot: Update User action setting a custom tag "welcome_complete" to "true"]

Manage Segment Membership

This action adds or removes a user from a static segment. It is useful for building audiences dynamically based on flow behavior.

  1. Add a Manage Segment Membership node to the canvas.

  2. Click the node and configure:

    • Segment — Select the target segment from the dropdown.

    • Action — Choose Add to Segment or Remove from Segment.

  3. Common use cases:

    • Add users who complete a purchase to a "Converted Buyers" segment.

    • Remove users from a "Cart Abandoners" segment after they recover their cart.

    • Add users who reach a Goal to a "High Engagers" segment.

[Screenshot: Manage Segment Membership action adding user to "Post-Purchase VIPs" segment]

Send Webhook

This action sends a POST request to an external URL, letting you integrate BeyondCart flows with other tools and services.

  1. Add a Send Webhook node to the canvas.

  2. Click the node and configure:

    • URL — The endpoint to call (e.g., https://your-api.example.com/webhook).

    • Headers (optional) — Custom headers such as Authorization: Bearer {{YOUR_TOKEN_PLACEHOLDER}}.

    • Payload — The JSON body to send. You can use personalization variables in the payload.

  3. Common use cases:

    • Notify your CRM when a user reaches a milestone.

    • Trigger a third-party email or SMS service.

    • Log flow events to an analytics platform.

[Screenshot: Send Webhook configuration with URL, headers, and JSON payload fields]

Key Concepts

  • Personalization variables make actions dynamic. They pull real-time data from the user's profile and the triggering event.

  • Actions execute in order. The flow processes nodes sequentially — a user will not reach the second action until the first has completed.

  • Webhook failures are retried. If a webhook call fails, BeyondCart retries up to three times with exponential backoff.

Tips and Best Practices

  • Always personalize push notifications. Messages with the user's name and relevant product details see significantly higher tap-through rates.

  • Use Update User to track flow progress. Setting tags or metafields helps you build segments and conditions based on which flows a user has completed.

  • Combine Manage Segment with conditions. After a condition node, add users to different segments based on which branch they took.

  • Test webhooks with a request catcher like a tool at https://webhook.site during development to verify payloads before connecting your production endpoint.

FAQ

Q: Can I send email or SMS from a flow action? A: Currently, the primary messaging action is Send Push Notification. Email and SMS actions can be achieved through the Send Webhook action by connecting to your email or SMS provider's API.

Q: What happens if a push notification fails to deliver? A: If the user's push token is invalid or expired, the notification is marked as failed. The flow continues to the next node regardless of delivery success.

Q: Can I use personalization variables in webhooks? A: Yes. All personalization variables available in push notifications are also available in webhook URLs, headers, and payloads.

Q: Is there a limit to how many actions a flow can have? A: There is no hard limit on the number of action nodes. However, keep flows readable and focused for easier maintenance.

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