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