Knowledge Base›Workflow Actions

Knowledge Base

Workflow Actions

116 articles

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→