Skip to content
ioZen

Action Blocks

Action Blocks live in the Intake Bot editor. They fire integration actions against your connected services when a case reaches a point in the flow or when the intake finishes.

Where to find them

Section titled “Where to find them”

Open any Intake Bot in the editor and go to the Action Blocks tab. This is where you add, configure, and order blocks in your flow.

Execution tiers

Section titled “Execution tiers”

Each Action Block runs at one of three execution tiers. All three are available on Pro plans and above.

Deterministic runs a single preconfigured tool call. You map intake fields to the tool’s parameters and ioZen sends the request as configured. No AI fills in extra fields.

Assisted still targets one tool call, but you can leave some parameters unmapped. You write a short instruction and the AI fills those gaps using the case context before the call runs.

Agentic runs a multi-step agent loop across any allowed toolkit. You set a budget and step cap so the agent can chain multiple actions to complete a goal.

Field mapping

Section titled “Field mapping”

Map Intake Bot fields to any integration tool parameter. You can mix static values with {{field_name}} template tokens that pull answers from the current case.

The same token syntax works for every integration in the catalog. Map a contact email to {{email}}, pass a free-text answer into a notes field, or combine both in one block.

Timing control

Section titled “Timing control”

Each block fires at one of two moments:

  • On-pass fires when the respondent reaches the block in the flow.
  • On-complete fires after the full intake finishes, regardless of where the block sits in the editor.

Use on-pass when the action should happen mid-flow. Use on-complete when you need all answers before sending data downstream.

Execution audit log

Section titled “Execution audit log”

Every Action Block run is recorded. Open the case in the submission detail panel and go to the Actions tab. You will see per-execution status, timing, credit usage, and error details for each block that ran.

Plans

Section titled “Plans”

Integration Action Blocks are available on Pro, Business, and Enterprise plans. Deterministic execution is included on all three. Assisted and Agentic execution require Pro or higher.

Standard integrations are available on every paid plan. Premium integrations (advanced CRM and productivity tools) require Business or Enterprise. Free workspaces can connect up to two integrations. Paid plans have unlimited connections.

Supported CRM actions today include HubSpot (contacts, deals, companies) and Zoho CRM (contacts, deals, and Zoho lead records). Admins can enable additional tools from the integration catalog without a code change.

Next steps

Section titled “Next steps”