Workflow node reference

Assign Tag

Add or remove tags from contact. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Assign Tag workflow node.

Automation buildersIntermediateAvailable

What this guide covers

Category: Actions.
Use it to add or remove a selected, newly named, or variable-derived tag on the current contact.
5 configuration fields and 3 documented outputs.
The Contacts UI does not expose a separate bulk tag manager.

What this node does

Add or remove tags from contact

Use it to add or remove a selected, newly named, or variable-derived tag on the current contact.

When not to use it

Do not use it to change contact profile fields or maintain a full external CRM taxonomy.

Prerequisites

Current contact context
Existing tag, valid new tag name, or variable value

Check before configuration

Current contact context. Existing tag, valid new tag name, or variable value

Inputs and configuration fields

Assign Tag configuration fields
Field	Key	Control / type	Requirement	Default	Accepted values and behavior
`Action`	action	select	Optional	add	Add Tag (add), Remove Tag (remove), Toggle Tag (toggle)
`Tag Source`	tag_source	select	Optional	select	Select existing tag (select), Create new tag (create), From variable (variable)
`Tag`	tag_id	select	Optional	No default	shown when tag_source equals select
`New Tag Name`	new_tag_name	text	Optional	No default	shown when tag_source equals create
`Tag Variable`	tag_variable	variable-input	Optional	No default	shown when tag_source equals variable. Variables supported

Configure the node

Drag Assign Tag from Actions in the node palette.
Select the node to open its configuration drawer.
Complete every required field and any conditional field revealed by your choices.
Insert variables only from the current trigger or an earlier node on the same path.
Connect every required output handle to the intended next step.
Save and run Workflow Test with representative data before activation.

Outputs

Later nodes can use these values only after this node has run successfully on the same execution path.

Assign Tag output variables
Variable	Type	Meaning
`{{nodes.assign_tag.success}}`	boolean	Whether tag operation succeeded
`{{nodes.assign_tag.tag_name}}`	string	Name of the tag
`{{nodes.assign_tag.action_taken}}`	string	What was actually done

Execution behavior

Resolves the tag source and requested add/remove action.
Updates the current contact.
Emits success, tag name, and action actually taken.

Retries and usage

Do not assume a failed node is automatically retried. Review the execution result and the relevant service documentation before repeating an operation that could create a duplicate side effect.

Example use case

Add vip-customer after a qualification condition passes.

Complete workflow pattern

text

Classifier → Condition → Assign Tag → Notify Team → End Flow

Common errors

Assign Tag common errors
Symptom	Resolution
`No current contact`	Use a conversation/message trigger that supplies contact context.
`Tag source is empty`	Select a tag or confirm the variable resolves.

Limitations

The Contacts UI does not expose a separate bulk tag manager.

Tag changes apply to the current contact only.

Current product limits

The Contacts UI does not expose a separate bulk tag manager. Tag changes apply to the current contact only.

ContactsCreate, search, filter, update, and delete the saved people used by the Scheduler and workflows.Add to SegmentAdd or remove contact from a segment. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Add to Segment workflow node.Update ContactUpdate contact information or custom fields. Exact configuration, outputs, execution behavior, errors, limits, and examples for the Update Contact workflow node.

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