Workflow Actions
Adding Workflow Actions
This is where you pick an action for this step.
The actions are grouped into categories:
2. CRM Actions
Actions Search Bar
For easy/quick access, you can use the search bar by typing the action name.
Workflow Action Notes
Node are the chosen actions.
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Articles
- 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