In this article, you will learn the list of workflow actions that are available for you to choose. 

Step 1: How to Add an Action

  • Add an action by clicking on the “+” icon 

Here's the categories and their 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
  • AI Appointment Booking Bot
  • Send To Eliza Agent Platform
  • 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
  • Goal Event