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→