Workflow Actions
All actions included in workflows
Assign To User
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
Add To Workflow
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove Assigned User
The Remove Assigned User workflow action will remove an assigned user from a contact.
Add To Notes
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Add/Update Opportunity
The Add/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select.
Remove Contact Tag
By employing the Remove Contact Tag workflow action, you have the capability to delete tags associated with a contact upon executing the workflow.
GMB Messaging
The GMB Message workflow action in your workflow enables you to send messages to your contacts via Google My Business.
CRM Actions
When building workflows and adding workflow actions, you will notice a category called CRM Actions.
Add Contact Tag
The Add Contact Tag workflow action will add tags to a contact when the workflow is run.
Voicemail
The Voicemail action sends a pre-recorded voicemail file to the contact.
Messenger
The Messenger action in your workflow sends a message to your contacts via Facebook Messenger.
Instagram DM
This action sends an Instagram DM to the contact. To get started, click on the + icon and select Instagram DM.
Call
With the Call workflow action, if a contact is assigned to a user, this event will call the user and play a whisper message.
Send SMS
The Send SMS workflow action will send a text message to the customer when the workflow is triggered.
ChatGPT
Welcome to the world of Workflow AI Action, your solution for streamlined business operations.
Send Email
Workflow - External Communication Action: This action sends an email to the contact.
Remove From Workflow
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove From All Workflows
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove Opportunity
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Send Internal Notification
To send a notification to someone other than the contact in the ongoing workflow, use the Send Internal Notification workflow action.
Set Contact DND
To enable the Do-Not-Disturb (DND) function for a specific contact, users are advised to opt for the Set Contact DND workflow action.
Edit Conversation
To mark a Conversation as Read/Unread or Archive/Unarchive it, users should select the Edit Conversation action.
Send Review Request
In order to solicit a review from a contact, users are advised to opt for the Send Review Request workflow action.
Stripe One Time Charge
To trigger a charge in Stripe for a set amount to a particular customer in the user's Stripe account, select the Stripe One Time Charge workflow action.
Update Appointment Status
The Update Appointment Status workflow action allows users to change the status of an appointment.
Add Task
The Add Task workflow action in your CRM enables users to assign a task to themselves or their team members.
Add To Google Analytics
The Add to Google Analytics workflow action is utilized to trigger an event in Google Analytics.
Add To Google Adwords
The Add to Google AdWords action triggers a conversion event in Google Ads.
Update Contact Field
The Update Contact Field workflow action empowers users with the ability to modify a particular field within a contact's record.
Facebook - Add To Custom Audience
The Add to Custom Audience workflow action adds a contact to a particular custom audience on Facebook.
Facebook Conversion API
Through the Facebook Conversions API workflow action, advertisers can transmit web events directly to Facebook from their servers.
AI Appointment Booking Bot
The "AI Appointment Booking Bot" allows you to add a contact for appointment booking to the AI Bot flow.
Membership Grant Offer
By selecting the Membership Grant Offer workflow action, you can give a contact access to a defined membership product.
Membership Revoke offer
By selecting the Membership Revoke Offer workflow action, you can remove a contact's access from a particular membership product.
Manual SMS (action)
This article will show you how to set up a manual SMS action from start to finish.
Goal Event (action)
In this article, we will cover Goal Events and how, and when to use them.
Workflows - Event Start Date Action
The Event Start Date field allows you to build automation around a specific date & time.
Math Operation (action)
In this article we will take a look at how to setup the Math Operation inside workflows.
If/Else Condition (action)
The If/Else step allows you to split a workflow journey into paths based on conditions.
Wait Event (action)
The wait event is a unique type of workflow action designed to pause the contact at a specific step in the workflow until a desired condition is met.
Go To Event (action)
The workflow builder Go To event is an action that can be used to move a contact from one point in a workflow to any other step in the workflow.
Manual Calls (action)
Manual call is a valuable tool to queue contacts that need to be called.
Workflow Actions
Adding workflow actions is the next step after adding workflow triggers.
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