Contacts Events

• Birthday Reminder: Triggers based on contact’s date of birth. Runs daily at 8:00 AM.

   

• Contact Changed: Triggers when a contact’s info is updated.

   

• Contact Created: Triggers when a new contact is added.

   

• Contact Do Not Disturb (DND): Triggers when a contact opts out of communication.

   

• Contact Tag: Triggers when a tag is added or removed.

   

• Custom Date Reminder: Triggers based on a custom date field.

   

• Note Added/Changed: Triggers when a note is added or updated.

   

• Task Added/Completed: Triggers on manual task creation or completion.

   

• Contact Engagement Score: Triggers based on engagement score.

   

Events

• Inbound Webhook: Triggers from incoming external data.

   

• Call Status: Triggers based on call events.

   

• Email Events: Triggers on opens, clicks, bounces, unsubscribes, etc.

   

• Conversations Applied: Triggers when a customer responds.

   

• Form Submitted: Triggers when a form is submitted.

   

• Trigger Links Clicked: Triggers on specific link clicks.

   

• Facebook Lead Form Submitted: Triggers from Facebook forms.

   

• Instagram Lead Form Submitted: Triggers from Instagram forms.

   

• Video Tracking: Triggers based on video interactions.

   

• Twilio Validation Error: Triggers on Twilio phone validation issues.

   

Appointments

• Appointment Status: Triggers on changes like scheduled, no-show, etc.

   

• Customer Booked Appointment: Triggers when a customer books.

   

Opportunities

• Opportunity Status Change: Triggers when status updates.

   

• Opportunity Created: Triggers when a new opportunity is added.

   

• Opportunity Changed: Triggers on updates to opportunity details.

   

• Pipeline Stage Changed: Triggers on pipeline movement.

   

• Stale Opportunity: Triggers when an opportunity remains inactive too long.

   

Payments

• Invoice: Triggers when invoice status/details change.

   

• Payment Received: Triggers when payment is recorded.

   

• Order Form Submission: Triggers from an order form.

   

• Order Submitted: Triggers when any order is submitted.

   

• Documents & Contracts: Triggers on document/contract changes.

   

• Subscription Status Change: Triggers when a subscription status changes.

   

• Refund: Triggers when a refund is issued.

   

Facebook and Instagram Events

• Facebook Comments/Instagram Comments: Triggers when someone comments on your posts.

   

Communities

• Group Access Granted/Revoked: Triggers when someone is added to or removed from a group.

   

Additional Docs for Getting Started!

• Getting Started with Workflows

   

• Workflow Builder Walkthrough

• Workflow Settings

• A List of Workflow Actions

• Understanding Triggers and Actions

Here is your cleaned-up and fully organized version of the action categories, with bold headlines, consistent formatting, and content broken into easy-to-read lists for clarity:

Contact Actions

• Create Contact: Adds a new contact to the system.
  Useful for: Automating lead capture and organization.

   

• Find Contact: Locates a contact based on provided data.
  Useful for: Updating or referencing existing contacts.

   

• Update Contact Field: Modifies a specific contact field.
  Useful for: Keeping contact information up to date.

   

• Add Contact Tag: Adds a tag for segmentation.
  Useful for: Better contact targeting and management.

   

• Remove Contact Tag: Removes a tag.
  Useful for: Maintaining organized contact lists.

   

• Assign to User: Assigns a contact to a team member.
  Useful for: Personalized communication and task assignment.

   

• Remove Assigned User: Unassigns a user.
  Useful for: Reassigning or managing contacts.

   

• Edit Conversation: Marks, archives, or unarchives conversations.
  Useful for: Conversation management.

   

• Disable/Enable DND: Toggles “Do Not Disturb.”
  Useful for: Controlling outbound communication preferences.

   

• Add Note: Adds a note to a contact.
  Useful for: Manual tracking of interactions.

   

• Add Task: Creates a related task.
  Useful for: Managing follow-ups.

   

• Copy Contact: Duplicates contact into another sub-account.
  Useful for: Sharing across accounts.

   

• Delete Contact: Removes the contact entirely.
  Useful for: Contact list maintenance.

   

• Modify Contact Engagement Score: Adjusts engagement metrics.
  Useful for: Measuring responsiveness.

   

• Add/Remove Contact Followers: Manages team visibility of contacts.
  Useful for: Cross-team collaboration.

   

Communication Actions

• Send Email: Sends an email to the contact.
  Useful for: Personalized communication and follow-ups.

   

• Send SMS: Sends a text message.
  Useful for: Immediate alerts and reminders.

   

• Send Slack Message: Sends a Slack notification.
  Useful for: Internal team updates.

   

• Call: Initiates a phone call to a contact.
  Useful for: Automated dialing and user connection.

   

• Messenger: Sends a Facebook message.
  Useful for: Social engagement.

   

• Instagram DM: Sends an Instagram Direct Message.
  Useful for: Social media customer support.

   

• Manual Action: Prompts a manual task.
  Useful for: Personalized interventions.

   

• GMB Messaging: Responds to Google My Business messages.
  Useful for: Local business communication.

   

• Send Internal Notification: Notifies users or contacts.
  Useful for: Workflow updates and collaboration.

   

• Send Review Request: Requests a review.
  Useful for: Collecting customer feedback.

   

• Conversation AI: Manages inbound messages via AI.
  Useful for: Automated, multi-channel customer service.

   

• Facebook Interactive Messenger: Replies to Facebook comments.
  Useful for: Boosting engagement.

   

• Instagram Interactive Messenger: Replies to Instagram comments.
  Useful for: Social interaction and growth.

   

• Reply in Comments: Responds to comments on posts.
  Useful for: Community engagement.

   

• WhatsApp: Sends WhatsApp messages.
  Useful for: Secure and direct messaging.

   

• Send Live Chat Message: Replies via live chat.
  Useful for: Real-time support.

   

Send Data

• Webhook/Custom Webhook: Sends data to external tools.
  Useful for: System integrations.

   

• Google Sheets: Updates or retrieves sheet data.
  Useful for: Automating reports and records.

   

Internal Tools Actions

• If Else: Conditional logic branches.
  Useful for: Creating personalized paths.

   

• Wait Step: Delays the next step.
  Useful for: Timed communication or action.

   

• Goal Event: Directs to a set goal.
  Useful for: Workflow optimization.

   

• Split: A/B testing.
  Useful for: Comparing actions or strategies.

   

• Update Custom Value: Modifies custom field values.
  Useful for: Dynamic personalization.

   

• Go To: Moves contact to another workflow.
  Useful for: Streamlining complex processes.

   

• Remove from Workflow: Exits contact from current workflow.
  Useful for: Communication control.

   

• Arrays: Handles multiple values.
  Useful for: Data manipulation.

   

• Drip Mode: Batches contact flow.
  Useful for: Controlled message delivery.

   

• Text Formatter: Formats text data.
  Useful for: Cleaner outputs and inputs.

   

• Custom Code: Runs custom scripts.
  Useful for: Advanced automation.

   

Appointments Actions

• Update Appointment Status: Updates appointment status.
  Useful for: Calendar and booking management.

   

• Generate One Time Booking Link: Creates a one-use link.
  Useful for: Protects calendar from double booking.

   

Opportunities Actions

• Create/Update Opportunity: Manages pipeline opportunities.
  Useful for: Sales process tracking.

   

• Remove Opportunity: Deletes opportunities from pipelines.
  Useful for: Opportunity cleanup.

   

Payments Actions

• Stripe One-Time Charge: Charges via Stripe.
  Useful for: Collecting payments.

   

• Send Invoice: Sends invoice to a customer.
  Useful for: Billing automation.

   

• Send Documents and Contracts: Sends templated contracts.
  Useful for: Client documentation.

   

Marketing Actions

• Add to Google Analytics: Pushes contact data.
  Useful for: Analytics tracking.

   

• Add to Google AdWords: Adds to AdWords audience.
  Useful for: Paid ad targeting.

   

• Add to Custom Audience (Facebook): Facebook ad targeting.
  Useful for: Audience segmentation.

   

• Remove from Custom Audience (Facebook): Removes from audience.
  Useful for: Ad refinement.

   

• Facebook Conversion API: Sends conversion data to Facebook.
  Useful for: Optimizing ad performance.