Knowledge BaseWorkflow 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