Workflow Actions

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 maximise 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 categorised to make it easier to find the right one for your needs.

Categories of Workflow Actions

1. 1
   Recent Actions: This section will contain your most recently used actions.
2. 2
   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.
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   Custom Objects:Manage and update object or contact associated records.
4. 4
   Communications Actions:Automate interactions by sending emails, SMS, or initiating calls. These actions help streamline communication with leads, customers, or internal team members.
5. 5
   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.
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   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.
7. 7
   Workflow AI Actions:Leverage AI to analyse data, predict outcomes, or suggest next steps within a workflow. These actions bring intelligence to your automation.
8. 8
   Eliza Actions:Automate processes specifically related to Eliza, the built-in AI assistant, such as triggering Eliza for customer support or scheduling responses.
9. 9
   Appointments Actions:Manage appointment-related tasks, like confirming or cancelling appointments, sending reminders, or updating calendar events.
10. 10
    Opportunity Actions:Update opportunity stages, assign opportunities to team members, or track sales pipeline progress.
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    Payments Actions: Automate payment-related tasks, such as sending invoices, tracking payments, or issuing refunds.
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    Marketing Actions:Execute marketing tasks like adding contacts to campaigns, sending promotional emails, or tracking campaign engagement.
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    Affiliate Actions: Manage affiliate programme workflows, including tracking referrals, calculating commissions, or sending payouts.
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    Membership Actions:Handle membership-related tasks like granting or revoking access, updating subscription statuses, or managing renewals.
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    IVR Actions: Integrate interactive voice response (IVR) tasks, such as routing calls based on input or providing automated voice responses.
16. 16
    Certificate Action:Generate and distribute certificates for courses, events, or achievements.
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    AI Actions:Manage customer communications using your conversation AI.
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    Communities Actions: Automate actions within community platforms, such as sending notifications or managing community roles.
19. 19
    Company Actions:Manage and update records associated with a Company inside the system.
20. 20
    Voice AI Actions:Manage customer verbal communications using your Voice AI Agents.

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 customise 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.

FAQs

Q: Is there a limit to the number of actions I can add?

A: Yes. The maximum number of actions is 600 for both the standard and advanced builders.

Q: What happens if I exceed the action limit?

A: When you've crossed the limit, you will get an error message containing exactly how many actions you've added (for example, 620/600).