Navigate to Automation > Workflows and create a new workflow or edit an existing one.
Add an action by clicking on the “+” icon
Create Contact:
Adds a new contact to the system, useful for managing new leads.
Useful for: Automates lead capture and organization.
Find Contact:
Locates a contact in the system based on provided data.
Useful for: Helpful for finding existing contacts for updates or referencing.
Update Contact Field:
Modifies a specific field on a contact.
Useful for: Allows for dynamic updating of contact information.
Add Contact Tag:
Adds a tag to a contact for organization and segmentation.
Useful for: Facilitates better contact management and targeting.
Remove Contact Tag:
Removes a tag from a contact.
Useful for: Helps maintain contact list organization and segmentation.
Assign to User:
Assigns a contact to a user in the system.
Useful for: Enables personalized communication and task allocation.
Remove Assigned User:
Removes the assigned user from a contact.
Useful for: Helps in reassigning or managing contacts.
Edit Conversation:
Edits a conversation by marking it ( Read/Unread), archiving, or unarchiving.
Useful for: Facilitates conversation management within .
Disable/Enable DND:
Disables or enables "Do Not Disturb" for a contact.
Useful for: Controls outbound communication to manage contact preferences.
Add Note:
Adds a custom note to a contact.
Useful for: Allows for manual tracking of contact interactions.
Add Task:
Creates a task related to a contact.
Useful for: Helps in managing follow-ups and actions.
Copy Contact:
Duplicates a contact into another sub-account.
Useful for: Facilitates data sharing and management across accounts.
Delete Contact:
Removes a contact from the system.
Useful for: Helps in contact list maintenance.
Modify Contact Engagement Score:
Adjusts a contact's engagement score.
Useful for: Assists in evaluating contact interaction and responsiveness.
Add/Remove Contact Followers:
Adds or removes followers to/from a contact.
Useful for: Facilitates shared contact visibility within teams or departments.
Send Email
Sends an email to the contact.
Useful for: Allows personalized communication via email, facilitating follow-ups, updates, and notifications.
Send SMS
Sends an SMS to the contact.
Useful for: Enables direct and immediate communication via text, suitable for alerts, reminders, and quick interactions.
Send Slack Message
Sends a message via Slack if integrated.
Useful for: Facilitates team communication and internal notifications within Slack, streamlining collaboration and task management.
Call
Makes a phone call to the contact, if they pick up, it will attempt to ring a user.
Useful for: Automates lead outreach and management, useful for auto-dialing, and efficiently connecting leads with assigned users.
Voicemail
Pushes a pre-recorded voicemail file to the contact
Useful for: This can be useful for follow-ups, notifications, or delivering specific messages without engaging in a live call.
Messenger
Sends a Facebook message to the contact.
Useful for: Manages inbound messages via Facebook Messenger, enabling personalized communication and customer engagement.
Instagram DM
Sends an Instagram Direct Message.
Useful for: Engages with customers via Instagram Direct Messages, enhancing social media interaction and customer support.
Manual Action (SMS/Call)
Prompts a manual action to be performed by a user for a contact.
Useful for: Provides flexibility for manual interventions, useful for lead management and personalized interactions.
GMB Messaging
Respond to Google My Business messages.
Useful for: Facilitates customer communication through GMB, enhancing local business engagement and customer service.
Send Internal Notification
Sends notifications to assigned users or contacts.
Useful for: Notifies team members about updates or triggers in the system, aiding in team collaboration and task management.
Send Review Request
Sends a review request.
Useful for: Automates review requests, enhancing reputation management and customer feedback collection.
Conversation AI
Manages inbound conversations with customers.
Useful for: Utilizes AI to handle customer inquiries across multiple channels, improving response time and customer satisfaction.
Facebook Interactive Messenger
Responds to Facebook comments on posts.
Useful for: Engages with customers on Facebook, enhancing social media presence and interaction.
Instagram Interactive Messenger
Responds to Instagram comments on posts.
Useful for: Boosts engagement on Instagram, fostering community interaction and brand awareness.
Reply in Comments
Replies to comments on Facebook or Instagram posts.
Useful for: Facilitates engagement by responding to comments, building relationships with followers.
Sends WhatsApp messages.
Useful for: Enables communication via WhatsApp, adhering to WhatsApp's guidelines for customer support and engagement.
Send Live Chat Message
Responds to live chat messages.
Useful for: Enhances real-time customer support by responding to inquiries via live chat, improving customer satisfaction.
Log External Call
You can post your external calls, that take place from third-party calling tools, to .
Useful for: Centralizing communication details, including call recordings, for better tracking and management.
Appointment Booking Conversation AI Bot
Book an appointment with conversation AI bot.
Useful for: Automating the process of booking appointments through conversational AI, enhancing efficiency and user engagement across various channels.
WhatsApp: Customer Service Window Check
Can be used to create automated workflows and send free-form messages.
Useful for: Automating workflows to determine if the customer service window is open, allowing for free-form messaging within the 24-hour window, and optimizing communication costs.
WhatsApp: Send Flows
Send WhatsApp Flows to your customers, allowing them to book appointments directly on your existing calendars.
Useful for: sending automated WhatsApp flows, such as appointment booking templates or customer service interactions, within a workflow.
Update Conversation AI Bot and Status
Enables users to choose and automatically change the status (Active or Inactive) of the Conversation AI Bot for a contact.
Useful for: automatically changing the status (Active or Inactive) of the Conversation AI Bot for a contact, based on their journey or specific criteria.
Book Appointment
Automatically sets up appointments using fixed or flexible time slots, and lets you adjust availability when needed.
Useful for: automating the creation of new appointments based on specified times and calendars, triggered by specific events in workflows.
Webhook/Custom Webhook:
Sends data from __CompanyNamel to external applications or services.
Useful for: Facilitates integration with other tools and services.
Google Sheets:
Manages data in Google Sheets, enabling updates or lookups.
Useful for: Automates data management and reporting.
If Else
Creates branches based on conditions.
Useful for: Allows personalized customer experiences by directing contacts down specific paths based on conditions, useful for segmentation and customization.
Wait Step
Delays the workflow for a specific time.
Useful for: Useful for scheduling actions or communications at a later time, enhancing workflow efficiency and timing.
Goal Event
Directs contacts to a specific event goal.
Useful for: Helps contacts skip unnecessary steps in a workflow, useful for optimizing customer journeys and automation.
Split
Conducts a split test within a workflow.
Useful for: Allows comparison of different paths or actions, useful for optimizing marketing messages and strategies.
Update Custom Value
Updates custom values.
Useful for: Enables dynamic updating of custom fields based on events or triggers, enhancing data management and personalization.
Go To
Directs contacts to another workflow.
Useful for: Facilitates moving contacts between workflows, useful for managing complex customer journeys without duplication.
Date/Time Formatter:
Format and Compare date fields
Useful for: Reformatting dates and times, ensuring compatibility across applications, and comparing dates for calculations and decision-making in workflows.
Number Formatter:
Format and generate Numeric fields
Useful for: Converting, reformatting, and generating numbers in various formats to meet specific workflow requirements.
Math Operation:
Add Math Operations like Add and Subtract
Useful for: Performing calculations on numbers and dates, supporting automated lead scoring, scheduling, and customized workflow logic for lead management.
Set Event Start Date:
Use this event to set the Event Start Date to a specific day, date, and/or time, which enables you to use Wait events that hold contacts in relation to the day/date/time that you set.
Useful for: Scheduling tasks and reminders within workflows to manage events like webinars, conferences, and notifications with precision.
Add To Workflow:
Adds the contact to another workflow
Useful for: Moving contacts between workflows and stages of your customer journey while carrying over relevant data from the initial trigger.
Remove From Workflow:
Enables users to automatically remove contacts from one, multiple, or all workflows.
Useful for: Removing contacts from workflows that are no longer relevant, helping to keep workflow processes clean, and ensuring targeted interactions.
Arrays Functions
Handles multiple values as a single unit.
Useful for: Simplifies data management and manipulation, allowing sorting, searching, and iteration of data collections.
Drip Mode
Drips contacts through the workflow in batch sizes.
Useful for: Prevents overloading communication channels by controlling the rate at which contacts move through the workflow, maintaining reputation and delivery rates.
Text Formatter
Formats text.
Useful for: Facilitates transformation of text data into a desired format, improving data handling and management.
Custom Code
Executes custom code.
Useful for: Provides advanced capabilities for running custom scripts or programs, allowing complex data processing and automation.
AI Prompt (GPT-3 Powered):
Generates AI responses based on given prompts.
Useful for: Automates AI-driven responses for better engagement.
Eliza AI Appointment Booking:
Add contact to AI Bot flow for appointment booking. The bot will converse with user and try to book the appointment on the selected calendar.
Useful for: Automating appointment scheduling conversations with AI.
Send to Eliza Agent Platform:
Sends the contact to the Eliza Agent Platform.
Useful for: Utilizing the Eliza Agent Platform service when enabled.
Updates appointment status (e.g., rescheduled, no show, completed).
Useful for: Managing appointment statuses and bookings on your calendars.
Generates a one-time booking link to send to clients.
Useful for: Sending a booking link via SMS or email to protect your calendar from multiple bookings.
Create/Update Opportunity:
Creates or updates an opportunity in the pipeline.
Useful for: Managing opportunity pipelines and moving opportunities along the pipeline.
Remove Opportunity:
Removes the opportunity from specific or multiple pipelines.
Useful for: Managing opportunities by removing them from pipelines.
Stripe One-Time Charge:
Charges a one-time fee via Stripe using the Stripe Customer ID ("cus_id").
Useful for: Sending one-time charges to customers via integrated Stripe.
Send Invoice:
Sends an invoice created in to the customer.
Useful for: Automating invoice management and sending invoices to customers.
Send Estimate:
Automatically send personalized estimates to customers when events like opportunity creation or stage changes occur.
Send Documents and Contracts:
Sends a document or contract from a template to the customer.
Useful for: Automating the process of sending contracts or documents to customers.
Add to Google Analytics:
Adds contact data to Google Analytics.
Useful for: Managing contact data for ads or analytics purposes.
Add to Google AdWords:
Adds contact to Google AdWords.
Useful for: Managing Google AdWords data and running ads.
Add to Custom Audience (Facebook):
Adds contact to a custom audience in Facebook.
Useful for: Managing Facebook ad targeting and audience segmentation.
Remove from Custom Audience (Facebook):
Removes contact from a custom audience in Facebook.
Useful for: Managing Facebook ad targeting and audience segmentation.
Facebook Conversion API:
Sends conversion data to Facebook for better ad tracking.
Useful for: Tracking conversions for Facebook ads.
Add to Affiliate Manager:
Adds a new affiliate to the affiliate manager.
Useful for: Automating affiliate management and adding new affiliates.
Update Affiliate:
Updates existing affiliate details.
Useful for: Managing and updating affiliate information.
Add/Remove from Affiliate Campaign:
Adds or removes affiliate from a specific campaign.
Useful for: Managing affiliate campaigns and promotions.
Add Leads under an Affiliate
Add leads under a specific affiliate campaign and affiliate.
Useful for: Automating lead assignment to affiliates, rewarding lead generation, nurturing leads, and simplifying administrative tasks in affiliate programs.
Add Manual Sales For An Affiliate
Assign manual sales for specific affiliates in the selected affiliate campaigns.
Useful for: Automating commission assignments, tracking offline sales, and rewarding affiliates for various contributions, ensuring comprehensive and accurate affiliate engagement and compensation.
Course Grant Offer:
Grants a course offer to a contact.
Useful for: Fulfilling purchases of course offers.
Course Revoke Offer:
Revokes a course offer.
Useful for: Managing course offerings.
Gather Input on Call:
Gathers input from callers to determine their path in the IVR.
Useful for: Creating IVR branches based on caller input.
Play Message:
Plays a message within the IVR journey.
Useful for: Providing information or instructions during the IVR experience.
Connect to Call:
Connects the call to a specific user or number.
Useful for: Forwarding calls to the appropriate user or number.
End Call:
Ends the call.
Useful for: Ending the call after a specific action or message.
Record Voicemail:
Records a voicemail from the caller.
Useful for: Allowing callers to leave voicemail messages.
Grant Group Access:
Grants access to a specific community group.
Useful for: Managing access to community groups.
Revoke Group Access:
Removes access from a specific community group.
Useful for: Managing access to community groups.
Grant Private Channel Access:
Automatically grant a user access to a private channel within a community group and add them to the group
Useful for: ensuring timely updates and engagement with relevant content and members.
Remove Private Channel Access:
Remove a user's access to a specific private channel within a community group while keeping them as a member of the group.
Grant Community Group Leaderboard Points
This action allows you to grant points to a community group member's leaderboard. You can specify the points awarded based on various criteria.
Issue Certificate:
Choose a certificate to send. The selected certificate template will be sent out as email.
Create Task:
This action helps you to create a task in a particular project directly in our system.
Date Formatter:
Manipulates dates to more readable formats.
Q1: Can I use multiple workflow actions in a single workflow?
Yes, you can use multiple workflow actions within a single workflow to create complex and automated processes that cater to various aspects of customer management, communication, and engagement.
Q2: How do I ensure that the "Add Leads under an Affiliate" action works correctly with other actions in the workflow?
Ensure that the input data is correctly mapped and that the sequence of actions in the workflow is logical and aligned with your objectives. Testing the workflow with sample data can help identify and correct any issues.
Q3: Can I customize the messages and notifications sent through workflow actions like "Send Email" or "Send SMS"?
Yes, you can customize messages and notifications in workflow actions by editing the content directly within the action settings, allowing for personalized and relevant communication with your contacts.
Q4: Is it possible to integrate external tools and applications with workflows using actions like "Webhook/Custom Webhook"?
Yes, you can integrate external tools and applications with workflows using the "Webhook/Custom Webhook" action, which allows data to be sent from to other services, facilitating seamless integration and automation across platforms.
