Automations

Workflow actions

Workflow actions run sequentially after a triggering event; add one by clicking the + button in a workflow line, then search or browse the categorized action picker.

Action categories

The action picker organizes actions into these categories:

  • Contact Actions

  • Communication Actions

  • Send Data

  • Internal Tools Actions

  • Workflow AI Action

  • Eliza Actions

  • Appointments Actions

  • Opportunities Actions

  • Payments Actions

  • Marketing Actions

  • Affiliate Actions

  • Courses Actions

  • IVR (Interactive Voice Response) Actions

  • Communities Actions

Contact actions

  • Create Contact

  • Find Contact

  • Update Contact Field

  • Add Contact Tag

  • Remove Contact Tag

  • Assign to User

  • Remove Assigned User

  • Edit Conversation

  • Disable/Enable DND

  • Add Note

  • Add Task

  • Copy Contact

  • Delete Contact

  • Modify Contact Engagement Score

  • Add/Remove Contact Followers

Add Task

Add Task can attach a task to an existing contact or create a contact-less task when the workflow runs without a contact. Pair it with Inbound Webhook when you need to create a contact-less internal task.

Communication actions

  • Send Email

  • Send SMS

  • Send Slack Message

  • Call

  • Messenger

  • Instagram DM

  • Manual Action

  • GMB Messaging

  • Send Internal Notification

  • Send Review Request

  • Conversation AI

  • Facebook Interactive Messenger

  • Instagram Interactive Messenger

  • Reply in Comments

  • WhatsApp

  • Send Live Chat Message

The Email Template Builder is integrated into the Send Email action, so you can view and edit email templates inside the workflow.

Send data actions

  • Webhook/Custom Webhook: Sends data to external applications or services.

  • Google Sheets

Internal tools actions

  • If Else: Creates conditional branches.

  • Wait Step: Pauses a workflow.

  • Goal Event: Can direct contacts to a goal.

  • Split: Supports split testing.

  • Update Custom Value

  • Go To: Directs contacts to another workflow.

  • Remove from Workflow: Removes contacts from the workflow.

  • Arrays

  • Drip Mode

  • Text Formatter

  • Date/Time Formatter

  • Custom Code

Appointments, opportunities, and payments actions

  • Appointments Actions: Update Appointment Status; Generate One Time Booking Link

  • Opportunities Actions: Create/Update Opportunity; Remove Opportunity

  • Payments Actions: Stripe One-Time Charge; Send Invoice; Send Documents and Contracts

Courses and communities actions

  • Courses Actions: Course Grant Offer; Course Revoke Offer

  • Communities Actions: Grant Group Access; Revoke Group Access

Certificate action boundary

Issue Certificate is documented separately from the action catalog. To add it to a workflow and choose the certificate to issue, follow Automatically send a certificate.

For the relationship between triggers and actions, see Workflows Overview.

Badge action

Issue Badge issues a selected badge when the workflow's conditions are met. Add it to a workflow and choose a badge template from the required Templates dropdown; the selected template is sent as an email, and some custom values may go blank, so recheck the template before sending. Publish the workflow for it to run.

Update Contact Field

Update Contact Field sets or clears values on a contact record when the workflow reaches the action. Add it by clicking + where the action should run, then selecting Update Contact Field from Contact Actions.

Choose an Action Type:

  • Update field data: Select the contact field, then enter a static value or select a Dynamic Value. The new value replaces the existing value when the action runs. Dynamic Values resolve per contact at run time and can come from an earlier workflow step's output or a stored contact field. They are supported for Numeric, Select / Dropdown, and Monetary fields; Select/Dropdown updates do not require option IDs.

  • Clear field data: Select one or more custom fields, and the action empties their values. Clear field data applies to custom contact fields only.

  • Add to field data: Appends one or more values to a multi-select field without removing existing selections. Add works with Multi Dropdown and Multiple Checkbox fields; when Add is selected, the field picker shows only those field types. Previously, updating a multi-select field replaced its saved values, which could remove selections unintentionally.

Click Add field to update multiple fields in one action. The field must already exist (this action does not create fields), and the value must match the field type. Changes are visible in Execution Logs; clearing a value can affect Smart Lists, filters, and workflow conditions.

Date-type fields

For a date-type contact field, the action offers three date options:

  • Custom Date: Accepts a custom value or field. Use MM-DD-YYYY (for example 12-21-2021) or DD-MMM-YYYY (for example 21-OCT-2021).

  • Current Date: Updates the field with the current date.

  • Specific Date: Updates the field with a date you select.

Math Operation

Math Operation performs a calculation on numeric, monetary, or date fields. Add it by clicking Add Action, then selecting Math Operation.

  1. In Select Field, choose the input field.

  2. Select the operation.

  3. In the Value field, enter a static value or use a trigger or custom-field value.

  4. In Update Field, choose the destination: Standard Fields, Custom Fields, or Custom Values.

  5. Click Save, then publish the workflow.

Numeric and monetary fields support addition, subtraction, multiplication, and division. Date fields support adding or subtracting days, months, and years. Select Field and Update Field can be the same or different, but they must be the same field type; supported types are Numeric, Monetary, and Date.

One Math Operation action performs one operation; chain multiple Math Operation actions for multi-step calculations. Later actions and If/Else conditions can use the result. Date and Current Date fields do not support negative values, and monetary values have a minimum of zero.

Product details with Pluck and Join

Use the pluck and join helpers in workflow fields to extract values from an order's line items and combine them into one string, for example to log purchased products to Google Sheets.

  • pluck extracts a property from each object in an array.

  • join combines the extracted values with a chosen separator.

Start from a trigger that contains order data, such as Order Submitted or an inbound webhook, then add an action such as Create Row in Google Sheets. Extract product titles with {{ pluck order.line_items "title" }} and join them with {{ join (pluck order.line_items "title") ", " }}. Fields available for plucking include title, image, price, quantity, line_subtotal, line_discount, line_price, meta.product_id, price_id, and order_id or invoice_id. Test with a live order submission, then confirm the formatted string appears in the destination.

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