Within the Workflow Builder, you can add multiple actions to fire off in a series based on one or more triggers.
Click the + icon anywhere in the Workflow to add an action.
Below is a complete list of available actions:
External Communications
- Send Email
- Send SMS
- Call
- Voicemail
- Messenger
- Instagram DM
- Manual SMS
- Manual Call
- GMB Messaging
CRM
- Add Contact Tag
- Remove Contact Tag
- Create/Update Opportunity
- Add To Notes
- Assign To User
- Remove Assigned User
- Set Event Start Date
- Add To Workflow
- Remove From Workflow
- Remove From All Workflows
- Remove Opportunity
- Send Internal Notification
- Set Contact DND Edit Conversation
- Send Review Request
- Stripe One-Time Charge
- Update Appointment Status
- Add Task
- Eliza AI Appointment Booking Bot
- Add to Google Analytics
- Add to Google Adwords
- Update Contact Field
- Facebook - Add To Custom Audience
- Facebook - Remove From Custom Audience
- Facebook - Conversion API
Membership Actions
- Membership Grant Offer
- Membership Revoke Offer
Conditions and Workflow
- If/Else
- Wait
- Webhook
- Go To
- Math Operation
- Goal Event
Within the Workflow Builder, you can add multiple actions to fire off in a series based on one or more triggers.
Click the + icon anywhere in the Workflow to add an action.
Below is a complete list of available actions:
External Communications
- Send Email
- Send SMS
- Call
- Voicemail
- Messenger
- Instagram DM
- Manual SMS
- Manual Call
- GMB Messaging
CRM
- Add Contact Tag
- Remove Contact Tag
- Create/Update Opportunity
- Add To Notes
- Assign To User
- Remove Assigned User
- Set Event Start Date
- Add To Workflow
- Remove From Workflow
- Remove From All Workflows
- Remove Opportunity
- Send Internal Notification
- Set Contact DND Edit Conversation
- Send Review Request
- Stripe One-Time Charge
- Update Appointment Status
- Add Task
- Eliza AI Appointment Booking Bot
- Add to Google Analytics
- Add to Google Adwords
- Update Contact Field
- Facebook - Add To Custom Audience
- Facebook - Remove From Custom Audience
- Facebook - Conversion API
Membership Actions
- Membership Grant Offer
- Membership Revoke Offer
Conditions and Workflow
- If/Else
- Wait
- Webhook
- Go To
- Math Operation
- Goal Event
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article