Workflow Actions

Workflow Action: GMB Messaging

Workflow Action: Set Event Start Date

Workflow Action: Send To Eliza Agent Platform

Workflow Action: Update Appointment Status

Workflow Action: Add To Affiliate Campaign

Workflow Action: Math Operation

Workflow Action: Remove Contact Tag

Workflow Action: Remove Assigned User

Workflow Action: Remove From All Workflows

Workflow Action: AI Appointment Booking Bot

Workflow Action: Facebook - Conversion API

Workflow Action: Send Review Request

Workflow Action: Add To Workflow

Workflow Action: Remove From Affiliate Campaign

Workflow Action: Update Affiliate

Workflow Action: Facebook - Add To Custom Audience

Workflow Action: Assign To User

In this article, you will learn how to assign a lead to a user via workflows. This will allow you to trigger a contact assignment to a user based on a condition of your choice. For example, maybe you have an opt-in form, and when your lead submits ...

Workflow Action: Send Internal Notification

Workflow Action: Remove Opportunity

Workflow Actions: Add to Google Adwords

Workflow Action: If/Else

Workflow Action: Send Email

In this article, you will learn more about the Send Email action. This action will allow you to send follow-up emails with your leads. What you will need: A workflow Part 1: Adding the Send Email action Click on the &l ...

Workflow Action: Send SMS

Workflow Action: Add to Affiliate Manager

Workflow Action: Voicemail

Workflow Action: Manual SMS

Workflow Action: Facebook - Remove From Custom Audience

Workflow Action: Update Custom Value

Workflow Action: Webhook

Workflow Action: Membership Revoke Offer

Workflow Action: Go To

Workflow Action: Create/Update Opportunity

Workflow Action: Add Contact Tag

Adding contact tags is crucial for the organization of smart lists and assists with tracking where a lead is within your process. You can also use Contact Changed, or Contact Tag triggers to automate other processes when adding tags. You may want to tag a ...