List of Workflow Actions

In this article, you will learn the list of workflow actions that are available for you to choose. 

Step 1: How to Add an Action

• Add an action by clicking on the “+” icon 

Here's the categories and their 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

• AI Appointment Booking Bot

• Send To Eliza Agent Platform

• 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