Step 1: How to Add an Action
Add an action by clicking on the “+” icon
Categories and List of Workflow Actions:
Contact
Update Contact Field: Update a field in the contact record
Add Contact Tag: Adds specified tags to the contact
Remove Contact Tag: Removes specified tags from the contact
Assign To User: Assigns the contact to a user. Specify the user or add multiple for round-robin assignment
Remove Assigned User: Removes any assigned users leaving the contact unassigned
Edit Conversation: Mark the Conversation as Read/Unread and Archive/Unarchive it
Enable/Disable DND: Activate do-not-disturb for the contact
Add To Notes: Adds a Note to the Contact Record
Add Task: Create a new Task with a defined Due Date to be Assigned to a Specific User
Copy Contact: Copy contact to another account
Communication
Send Email: Send an email to the contact
Send SMS: Sends a text message to the contact
Slack: Get notifications in Slack
Call: If the contact has been assigned to a user, this event will call the user and play the whisper message. If the contact is unassigned, this event will call the number listed in Settings > Company tab > Company Phone field and play the whisper message. If the person who answers the call presses any number key during the call, we will dial the Contact and if they answer, we will bridge the call.
Voicemail: Pushes a pre-recorded voicemail file to the contact
Messenger: Sends a Facebook Messenger message to the contact (contact needs to have previously messaged a connected Facebook page no more than 24 hours before arriving at this event for the message to be successfully delivered)
Instagram DM: Sends an Instagram DM to the contact (contact needs to have previously messaged a connected Instagram page no more than 24 hours before arriving at this event for the message to be successfully delivered)
Manual Action To SMS: Creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Conversations > Manual Actions)
Manual Action To Call: Creates a Manual Action for someone to manually call the contact (Manual Actions can be found in Conversations > Manual Actions)
GMB Messaging: Sends a Google My Business message to the contact
Send Internal Notification: Send a notification to someone other than the contact
Send Review Request: Send a Review Request to the contact
Send Data
Webhook: Fire a webhook containing the contact's details
Custom Webhook: Fire a fully customizable webhook containing any desired details
Google Sheets: Send data to Google Sheets
Internal Tools
If / Else: Fork the contact's journey through this workflow based on conditions
Wait: Holds a contact for a specific time until a condition exists or until the contact replies
Goal Event: When a contact meets the conditions of a Goal Event, they'll jump straight to the Goal (regardless of where they were in the workflow) and continue from the Goal Event
Update Custom Value: Update a Custom Value
Go To: Go To lets you take your contacts to another branch or step.
Date/Time Formatter: Format and Compare date fields
Number Formatter: Format and generate Numeric fields
Math Operation: Add Math Operations like Add and Subtract
Set Event Start Date: Use this event to set the Event Start Date to a specific day, date, and/or time, which enables you to use Wait events that hold contacts in relation to the day/date/time that you set.
Add To Workflow: Adds the contact to another workflow
Remove From Workflow: Removes the contact from a specific workflow
Remove From All Workflows: Removes contact from all workflows
Workflow AI
ChatGPT: Send a prompt to ChatGPT AI and get a response
Eliza
Eliza AI Appointment Booking: Add contact to AI Bot flow for appointment booking. The bot will converse with the user and try to book the appointment on the selected calendar
Send To Eliza Agent Platform: Once this action is configured, all the contacts will be delivered to Eliza for conversation.
Appointments
Update Appointment Status: This action changes the status of an Appointment. If the Contact was added to this Workflow via an appointment-related Trigger, the status of the Appointment that fired the Trigger will be updated. If the Contact was added to this Workflow via another method, the status of the most recent Appointment that the Contact is carrying will be updated
Opportunity
Create/Update Opportunity: Creates or updates an Opportunity within the Pipeline that you select
Remove Opportunity: Removes an opportunity associated with the contact
Payments
Stripe One Time Charge: Trigger a charge in Stripe for a fixed amount to a specific customer in your Stripe account
Marketing
Add To Google Analytics: Fire an event in Google Analytics
Add To Google Adwords: Fire a conversion event in Google Ads
Facebook - Add To Custom Audience: Add contact to a custom audience in Facebook
Facebook - Remove From Custom Audience: Remove contact from a custom audience in Facebook
Facebook - Conversion API: The Conversions API allows advertisers to send web events from their servers directly to Facebook
Affiliate
Add To Affiliate Manager: Adds the contact to an affiliate manager
Update Affiliate: Update the affiliate state in manager
Add To Affiliate Campaign: Adds the contact to an affiliate campaign
Remove From Affiliate Campaign: Removes the contact from an affiliate campaign
Membership
Membership Grant Offer: Grant contact access to a specific membership product
Membership Revoke Offer: Remove contact's access to a specified membership product