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Workflow Actions

This folder covers all of the Workflow Actions you have available to you in your account!

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Manual Action To SMS How to use the Date/Time Formatter Workflow Action?Clear Fields of Company or Associated Contact Action Goal Event Action Array Formatter Action Event Start Date Action Create Company or Associated Record Action Math Operation Action If/Else Action Number Formatter Action Wait Action Go To Action Manual Action To Call Assign To User Action Add To Workflow Action Remove Assigned User Action Add To Notes Action Create/Update Opportunity Action Remove Contact Tag Action Add Contact Tag Action Voicemail Action Messenger Instagram DM Call Action Send SMS Action GPT Powered by OpenAI Send Email Action Workflow Actions Remove From Workflow Action Remove Opportunity Action Send Internal Notification Action Enable/Disable DND Action Edit Conversation Action Send Review Request Action Stripe One Time Charge Action Update Appointment Status Add Task Action Add To Google Analytics Action Add To Google Ads Action Update Contact Field Action Facebook - Add To Custom Audience Action Meta Conversion API Action Eliza AI Appointment Booking Action Course Grant Offer Action Course Revoke Offer Action Update Custom Value Action Find Contact Action Drip Action Troubleshooting Webhooks in Automation Split Action Add Manual Sales For An Affiliate Action Text Formatter Action Add/Remove Contact Followers Action Issue Certificate Action End IVR Call Action Conversation AI Action Log External Call Action WhatsApp: Customer Service Window Check Action Add Leads Under an Affiliate Action Facebook - Remove From Custom Audience Action Webhook Action WhatsApp Action Grant Private Channel Access Action Revoke Private Channel Access Action Send Estimates Action Instagram Interactive Messenger Action Facebook Interactive Messenger Action Grant Community Group Leaderboard Points Action Clear Fields of Custom Object or Associated Record Action Update Custom Object or Associated Record Action Create Custom Object or Associated Record Action Appointment Booking Conversation AI Bot Action Update Conversation AI Bot and Status Action Smart Push Notification Action Create an Associated Record Action Update an Associated Record Action Clear Fields of an Associated Record Action Modify Contact Engagement Score Action Create Appointment Note Action Add Owner to Opportunity Action Create Opportunity Action Find Opportunity Action Remove Owner from Opportunity Action Add Follower(s) to Opportunity Action Remove Follower(s) from Opportunity Action Update Opportunity Action Send Documents & Contracts Action WhatsApp Media Action Generate One-Time Booking Link Action Delete Contact Action Reply In Comments Action Book Appointment Action Send Invoice Action Send Live Chat Message Action Add to Affiliate Manager Action Send Recurring Invoice Action Add To Affiliate Campaign Action Remove From Affiliate Campaign Action Update Affiliate Action Record Voicemail Action Revoke Group Access Action Grant Group Access Action Create Contact Action WhatsApp: Send Flows Action Connect Call IVR Action Gather Input On Call Action Say or Play Message Action How to Copy Actions Between Workflows WhatsApp Interactive Messages Action Update Company or Associated Record Action Add Associated Record to Workflow Action Remove Associated Record from Workflow Action Find Object Record / Company Action Generate Marketing Audit Report Action Merge Contact Action Email Verification Action Send Email Action in Company & Custom Object Workflows Associate Records Action