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