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Goal Event (action)In this article, we will cover Goal Events and how, and when to use them.
Manual SMS (action)This article will show you how to set up a manual SMS action from start to finish.
Workflows - Event Start Date ActionThe 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.
Go To Event (action)The workflow builder Go To event is an action that can be used to move a contact from one point to any other step in the workflow.
Manual Calls (action)Manual Call is a valuable tool to queue contacts that need to be called.
Assign To UserIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Add To WorkflowIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove Assigned UserThe Remove Assigned User workflow action will remove an assigned user from a contact.
Add To NotesIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Add/Update OpportunityThe Add/Update Opportunity workflow action allows you to create a new opportunity or update an existing one in the pipeline you select.
Remove Contact TagBy employing the Remove Contact Tag workflow action, you have the capability to delete tags associated with a contact.
GMB MessagingThe GMB Message workflow action in your workflow enables you to send messages to your contacts via Google My Business.
CRM ActionsWhen building workflows and adding workflow actions, you will notice a category called CRM Actions.
Add Contact TagThe Add Contact Tag workflow action will add tags to a contact when the workflow is run.
VoicemailThe Voicemail action sends a pre-recorded voicemail file to the contact.
MessengerThe Messenger action in your workflow sends a message to your contacts via Facebook Messenger.
Instagram DMThis action sends an Instagram DM to the contact. To get started, click on the + icon and select Instagram DM.
CallWith the Call workflow action, if a contact is assigned to a user, this event will call the user and play a whisper message.
Send SMSThe Send SMS workflow action will send a text message to the customer when the workflow is triggered.
ChatGPTWelcome to the world of Workflow AI Action, your solution for streamlined business operations.
Send EmailWorkflow - External Communication Action: This action sends an email to the contact.
Remove From WorkflowIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove From All WorkflowsIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Remove OpportunityIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Send Internal NotificationIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Set Contact DNDIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Edit ConversationIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Send Review RequestIn order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action.
Stripe One Time ChargeTo trigger a charge in Stripe for a set amount to a particular customer in the user's Stripe account.
Update Appointment StatusThe Update Appointment Status workflow action allows users to change the status of an appointment.
Add TaskThe Add Task workflow action in your CRM enables users to assign a task to themselves or their team members.
Add To Google AnalyticsTo add to Google Analytics workflow action is utilised to trigger an event in Google Analytics.
Add To Google AdWordsThe Add to Google AdWords action triggers a conversion event in Google Ads.
Update Contact FieldThe Update Contact Field workflow action empowers users with the ability to modify a particular field within a contact's record.
Facebook - Add To Custom AudienceThe Add to Custom Audience workflow action adds a contact to a particular custom audience on Facebook.
Facebook Conversion APIThrough the Facebook Conversions API workflow action, advertisers can transmit web events directly to Facebook from their servers.
AI Appointment Booking BotThe "AI Appointment Booking Bot" allows you to add a contact for appointment booking to the AI Bot flow.
Membership Grant OfferBy selecting the Membership Grant Offer workflow action, you can give a contact access to a defined membership product.
Membership Revoke offerBy selecting the Membership Revoke Offer workflow action, you can remove a contact's access from a particular membership product.
Workflow ActionsAdding workflow actions is the next step after adding workflow triggers.