List of Workflow Actions

Created by Abderraouf Boukhadra, Modified on Mon, 13 Nov, 2023 at 2:03 PM by Abderraouf Boukhadra

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