List of Workflow Actions

Modified on Wed, 07 Dec 2022 at 02:57 AM

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

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