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Workflow Actions

This article guides you through adding workflow actions to automate tasks, like sending emails or SMS, after setting triggers.

Workflow Actions - Manual SMS (action)

This article explains how to integrate Manual SMS actions into workflows, allowing for personalized follow-ups assigned to specific team members.

Workflow Actions - Goal Event (action)

This article discusses the Goal Event feature in workflows, which advances contacts based on achieving predefined objectives, enhancing efficiency.

Workflow Actions - Event Start Date (action)

This article explains how to set the start date for events in workflows, allowing users to schedule and manage communications more effectively.

Workflow Actions - Math Operation (action)

This article details how to use math operation functions in CRM workflows to calculate scores and automate actions based on specific criteria.

Workflow Actions - If/Else Condition (action)

This article explains how to use If/Else conditional logic in workflows, enabling dynamic path selections based on specific conditions to optimize processes.

Workflow Actions - Wait Event (action)

This article explains the wait event in workflows, a tool that pauses the workflow until specific conditions are met, improving engagement timing.

Workflow Actions - Go To Event (action)

This article explains the Go-To event in workflows, which simplifies moving contacts between events in complex, multi-branch workflows.

Workflow Actions - Manual Calls (action)

This article describes how to set up a Manual Call workflow action in CRM to facilitate direct calls from team members to contacts after specific triggers.

Workflow Actions - Assign To User (action)

This article outlines how to use the "Assign to User" action in workflows to distribute tasks among team members using single or round-robin assignments.

Workflow Actions - Add To Workflow (action)

This article explains how to use the "Add to Workflow" action to transfer contacts seamlessly between different workflows after reaching specific steps.

Workflow Actions - Remove Assigned User (action)

This article discusses the "Remove Assigned User" workflow action, which automates the removal of users from a contact after specific events.

Workflow Actions - Add To Notes (action)

This article details the "Add to Notes" workflow action, which allows users to append detailed notes to contact records for enhanced information sharing.

Workflow Actions - Add/Update Opportunity (actions)

This article explains how to use the Add/Update Opportunity workflow action to automate updating or creating opportunities in a CRM pipeline.

Workflow Actions - Remove Contact Tag (action)

This article describes how to use the Remove Contact Tag workflow action to delete tags from contacts, helping manage and organize your contact database efficiently.

Workflow Actions - GMB Messaging (action)

This article outlines the GMB Message workflow action, which lets you send messages to contacts via Google My Business from within your CRM system.

Workflow Actions - CRM Actions

This article provides an overview of CRM Actions in workflows, detailing various actions like adding tags, updating opportunities, and managing user assignments to optimize CRM processes.

Workflow Actions - Add Contact Tag (action)

This article explains how to add a new tag to your existing tag list in a CRM system, including steps to type and save the new tag.

Workflow Actions - Voicemail (action)

This article explains how to add a Voicemail action to a workflow, detailing steps for assigning users and uploading the voicemail file.

Workflow Actions - Messenger (action)

This article explains how to use the Messenger workflow action to send messages via Facebook Messenger, including setting up templates and adding attachments.

Workflow Actions - Instagram DM (action)

This article details how to use the Instagram DM workflow action to engage with potential leads by sending messages directly through Instagram.

Workflow Actions - Call (action)

This article explains the Call workflow action, detailing how to set up calls, assign users, and customize whisper messages for efficient lead response.

Workflow Actions - Send SMS (action)

This article explains how to use the Send SMS workflow action to communicate with customers, detailing steps from selecting templates to testing messages.

Workflow Actions - ChatGPT (action)

This article introduces Workflow AI as an advanced feature within CRM workflows that utilizes AI technology, specifically Chat GPT, to automate and enhance communication processes across various platforms.

Workflow Actions - Send Email (action)

This article explains how to use the Send Email workflow action to automate outbound emails in response to specific triggers.

Workflow Action - Remove From Workflow (action)

This article explains how to use the Remove From Workflow action to exclude contacts from workflows, enhancing contact management flexibility.

Workflow Actions - Remove From All Workflows (action)

This article outlines how to publish workflows by setting up triggers and actions, and details using the Remove From All Workflows action for contact management.

Workflow Actions - Remove Opportunity (action)

This article discusses how to use the Remove Opportunity action in workflows to manage sales opportunities and streamline the sales pipeline.

Workflow Actions - Send Internal Notification (action)

This article explains how to use the Send Internal Notification action to alert team members via SMS when certain workflow events occur.

Workflow Actions - Set Contact DND (action)

This article guides on using the Set Contact DND workflow action to respect contacts' preferences and maintain positive customer relations.

Workflow Actions - Edit Conversation (action)

This article details how to use the Edit Conversation workflow action to automate marking conversations as read/unread or archive/unarchive.

Workflow Actions- Send Review Request (action)

This article explains how to use the Send Review Request workflow action to solicit reviews, enhancing customer relations and service quality.

Workflow Actions - Stripe One Time Charge (action)

This article guides on using the Stripe One Time Charge workflow action to trigger a payment for a specified amount to a customer's Stripe account.

Workflow Actions - Update Appointment Status (action)

This article explains how to use the Update Appointment Status workflow action to manage and update the status of appointments.

Workflow Actions - Add Task (action)

This article details how to use the Add Task workflow action in your CRM to automate task assignments, enhancing team efficiency.

Workflow Actions - Add To Google Analytics (action)

This article explains how to use the Add to Google Analytics workflow action to track specific user actions beyond page views, like form submissions.

Workflow Actions - Add To Google Adwords (action)

This article guides you on how to use the Add to Google AdWords workflow action to track conversions directly from your CRM.

Workflow Actions - Update Contact Field (action)

This article describes how to use the Update Contact Field workflow action to efficiently manage and update contact information in your CRM.

Workflow Actions - Facebook - Add To Custom Audience (action)

This article explains how to use the Add to Custom Audience workflow action to target or retarget contacts on Facebook with specific ads.

Workflow Actions - Facebook Conversion API (action)

This article outlines how to add an Access Token and Pixel ID for Facebook's Conversion API in your workflow to effectively manage ad conversions.

Workflow Actions - AI Appointment Booking Bot (action)

This article guides you on setting up the AI Appointment Booking Bot within a workflow to automate and manage appointment scheduling.

Workflow Actions - Membership Grant Offer (action)

This article explains how to use the Membership Grant Offer workflow action to provide contacts access to membership products.

Workflow Actions - Membership Revoke offer (action)

This article guides you on using the Membership Revoke Offer workflow action to remove a contact's access to a membership product.

Workflow Actions - Opportunity Updates (action)

This article explains how to add and customize Custom Fields for Opportunities in your CRM to better track sales and tasks unique to your business.

Workflow Actions - Facebook - Remove From Custom Audience (action)

This article details how to use the Remove from Custom Audience workflow action to manage audience segmentation in Facebook advertising campaigns.

Workflow Actions - Webhook (action)

This article explains how to use the Webhook workflow action to automate sending contact details to external websites directly from your CRM.

Workflow Actions - Update Custom Value (action)

This article discusses the Update Custom Value Action in CRM workflows, a tool for modifying values at the sub-account level to automate and enhance tracking across various business metrics.

Workflow Actions - Copy contact to another account (action)

This article explains how to use the "Copy Contact" feature in CRM systems to duplicate contacts efficiently across different accounts.

Workflow Action - Find Contact (action)

This article details how to use the "Find Contact" action in CRM workflows to locate contacts based on specified criteria like custom field values.

Workflow Actions - Drip (action)

This article explains the Drip Action in CRM workflows, a tool used to control the pace at which contacts progress through various steps by setting batch sizes and intervals.