Workflow Actions are the backbone of automation, enabling you to define what happens after a workflow is triggered. While Triggers define the starting point of any automation, actions determine the steps that follow, eliminating repetitive manual tasks. From sending emails and SMS to updating contact details and notifying your team, workflow actions ensure your business processes run smoothly and efficiently.
By understanding the range of available actions and how to use them, you can tailor workflows to meet your specific needs and maximize productivity. Let’s explore the categories of actions available and how to add workflow actions.
Adding Workflow Actions
To begin, click on the “+” icon in your workflow builder. From there, select the action you want to add to your workflow. Workflow actions are categorized to make it easier to find the right one for your needs.
Categories of Workflow Actions
- Contact Actions: Manage and update contact details, such as adding or removing tags, updating custom fields, or changing contact status. These actions are vital for keeping your CRM data accurate and up-to-date.
- Communications Actions: Automate interactions by sending emails, SMS, or initiating calls. These actions help streamline communication with leads, customers, or internal team members.
- Send Data Actions: Share information with external systems using integrations or webhooks. These actions are ideal for syncing data across platforms or triggering external services.
- Internal Actions: Notify team members of key events or updates, assign tasks, or add notes to records. This ensures that everyone stays informed and workflows remain collaborative.
- Workflow AI Actions: Leverage AI to analyze data, predict outcomes, or suggest next steps within a workflow. These actions bring intelligence to your automation.
- Eliza Actions: Automate processes specifically related to Eliza, the built-in AI assistant, such as triggering Eliza for customer support or scheduling responses.
- Appointments Actions: Manage appointment-related tasks, like confirming or canceling appointments, sending reminders, or updating calendar events.
- Opportunity Actions: Update opportunity stages, assign opportunities to team members, or track sales pipeline progress.
- Payments Actions: Automate payment-related tasks, such as sending invoices, tracking payments, or issuing refunds.
- Marketing Actions: Execute marketing tasks like adding contacts to campaigns, sending promotional emails, or tracking campaign engagement.
- Affiliate Actions: Manage affiliate program workflows, including tracking referrals, calculating commissions, or sending payouts.
- IVR Actions: Integrate interactive voice response (IVR) tasks, such as routing calls based on input or providing automated voice responses.
- Membership Actions: Handle membership-related tasks like granting or revoking access, updating subscription statuses, or managing renewals.
- Communities Actions: Automate actions within community platforms, such as sending notifications or managing community roles.
- Certificate Action: Generate and distribute certificates for courses, events, or achievements.
- PhoneValidator.com Action: Validate phone numbers to ensure accurate contact details for calls or SMS campaigns.
Actions Search Bar
To quickly find a specific action, use the Actions Search Bar at the top of the workflow builder. Simply type in the name of the action, and it will appear in the dropdown menu, saving you time.
Workflow Action Cards
When you select an action, it will appear as a workflow action card in the builder. These cards visually represent each step of your workflow. To ensure your work isn’t lost, make a habit of saving your progress regularly.
Workflow actions transform simple triggers into powerful automation, enabling you to customize processes that meet your business needs. With categories ranging from communication to AI-driven actions, the flexibility of workflow actions ensures you can streamline tasks, improve efficiency, and enhance customer experiences.