Workflow Training
Here are the articles in this section:
Articles
- Workflow Triggers
- CRM Triggers
- – Appointment Trigger
- – Birthday Reminder Trigger
- – Call Status Trigger
- – Contact Charged
- – Contact Created
- – Contact DND
- – Contact Tag
- – Custom Date Reminder
- – Customer Booked Appointment
- – Customer Replied
- – Email Events
- – Form Submitted
- – Note Added
- – Note Changed
- – Opportunity Status Changed
- – Order Form Submission
- – Pipeline Stage Changed
- – Stale Opportunities
- – Survey Submitted
- – Task Added
- – Task Reminder
- – Trigger Link Clicked
- – Twilio Validation Error
- Membership Triggers
- – Category Completed
- – Membership New Signup
- – Offer Access Granted
- – Offer Access Removed
- – Product Access Granted
- – Product Access Removed
- – Product Completed
- – User Login
- Facebook Triggers
- – Facebook Lead Form Submitted
- Payment Triggers
- – Invoice
- Shopify Triggers
- – Abandoned Checkout
- – Order Fulfilled
- – Order Placed
- Workflow Actions
- External Communication Actions
- – Send Email
- – Send SMS
- – Call
- – Voicemail
- – Messenger
- – Instagram DM
- – Manual SMS
- – Manual Call
- – GMB Messaging
- CRM Actions
- – Add Contact Tag
- – Remove Contact Tag
- – Add/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
- – Add to Google Analytics
- – Add to Google Adwords
- – Update Contact Field
- – Facebook – Add to Custom Audience
- – Facebook – Remove from Custom
- – Facebook Conversion API
- Membership Actions
- – Membership Grant Offer
- – Membership Revoke Offer
- Conditions and Workflow Actions
- – Wait
- – Webhook
- – Go-To
- – If / Else