Actions are the building blocks of your automations — they define what actually happens when a workflow runs. After a trigger fires (and any conditions are met), actions execute in sequence to perform tasks on behalf of your members. You can chain multiple actions together, separated by delays, to create sophisticated workflows.
Give Credit
Add reward balance to the member.
This action increases a member's reward balance by a configurable amount. You can specify:
Amount — the number of points or credits to add
Expiry (optional) — set an expiration date for the credited balance, after which it will no longer be redeemable
Use Give Credit to reward members for completing actions, celebrating milestones, or as part of promotional campaigns.
Send Notification
Send a push notification to the member's wallet pass and/or email.
This action delivers a message directly to the member. Notifications can be sent to:
Wallet pass — appears as a push notification on the member's phone via Apple Wallet or Google Wallet
Email — sent to the member's email address on file
Craft personalized messages to keep members informed about rewards, promotions, and updates. Notifications support dynamic member fields for personalization.
Send Webhook
POST data to an external URL for custom integrations.
This action sends an HTTP POST request with automation and member data to a URL you specify. Use it to:
Connect with Zapier to trigger workflows in hundreds of other apps
Send data to your own backend systems
Integrate with third-party CRMs, email platforms, or analytics tools
The webhook payload includes relevant member data and trigger context so your external systems have everything they need.
Add Tag
Apply a tag to the member.
This action adds a specified tag to the member's profile. Tags are useful for:
Segmenting members based on behavior or milestones
Triggering other automations (using the tag_added trigger)
Organizing members for targeted campaigns
For example, add a "loyal-customer" tag after a member makes their 10th purchase.
Remove Tag
Remove a tag from the member.
This action removes a specified tag from the member's profile. Use it to:
Clean up tags that are no longer relevant
Move members out of segments when conditions change
Trigger other automations (using the tag_removed trigger)
For example, remove the "at-risk" tag when a member makes a new purchase after a period of inactivity.
Update Tier
Move the member to a different tier.
This action changes the member's tier level. You select the target tier, and the member is upgraded or downgraded accordingly. Use it to:
Automatically promote members who meet criteria
Downgrade members after inactivity or at the end of a promotional period
Manage tier transitions as part of a loyalty program lifecycle
Delay
Pause the automation for a specified duration before continuing to the next action.
This action inserts a wait period between actions. You can configure the delay in:
Minutes — for short pauses (e.g., wait 30 minutes)
Hours — for medium pauses (e.g., wait 2 hours)
Days — for longer pauses (e.g., wait 7 days)
Delays let you space out actions for a more natural experience. For example, send a welcome notification immediately on signup, then wait 3 days before sending a follow-up with tips on how to earn rewards.
Conditions: If/Else Branching
In addition to actions, automations support condition nodes that let you create if/else branches based on member attributes. Conditions evaluate criteria such as:
Tier — is the member in a specific tier?
Tag — does the member have a particular tag?
Balance — is the member's balance above or below a threshold?
Signup date — did the member join before or after a specific date?
Custom attributes — check any custom field on the member's profile
When a condition is evaluated:
If the condition is true, the automation follows the "yes" branch
If the condition is false, the automation follows the "no" branch
This allows you to create targeted workflows that respond differently based on who the member is. For example, on a birthday trigger, check if the member is a Gold tier member — if yes, give 100 bonus points; if no, give 50.
Tips
You can chain multiple actions in a single automation — for example, Give Credit + Send Notification + Add Tag
Use Delay between actions to create drip-style campaigns that unfold over days or weeks
The Send Webhook action is powerful for extending Pocket beyond its built-in features — connect to any system that accepts webhooks
Combine conditions with actions to personalize workflows — different members can receive different rewards or messages within the same automation
When using Give Credit with an expiry, make sure to send a notification so the member knows their credit will expire
Use Add Tag and Remove Tag strategically to keep your member segments clean and up to date
Test your action configurations with a test member before enabling the automation for everyone