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What Are Workflow Actions?

Workflow actions are the building blocks that automate tasks and processes in your CRM. After a workflow is triggered by an event, these actions execute in sequence to perform specific operations, giving you precise control over how your automation unfolds.

How Actions Work

Actions follow triggers. When a trigger event occurs—like a form submission or a contact update—the workflow begins and carries out each action you’ve configured, one after another. This sequential execution ensures your automation runs exactly as designed.

Categories of Workflow Actions

Actions are grouped into categories to help you find the right tool for your automation needs. Here are the main categories available:

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

To add an action to your workflow, open the Workflow Builder and click the Add Action button. You can then browse or search for the action you need.

Common Action Types and Uses

Contact Actions

These actions help you manage contact records:

Create Contact: Adds a new contact to your database. Ideal for automating lead capture.
Find Contact: Searches for an existing contact using provided information. Useful for updating or referencing contact details.
Update Contact Field: Changes a specific field value on a contact record. Enables dynamic data updates.
Add/Remove Contact Tag: Applies or removes tags for better organization and segmentation.
Assign to User: Assigns a contact to a team member for personalized follow-up.
Add Note: Attaches a custom note to a contact for manual tracking.
Add Task: Creates a task linked to a contact (or as a standalone task if no contact is present). Helpful for managing follow-ups.
Delete Contact: Removes a contact from the system. Use with caution for list maintenance.

Communication Actions

These actions handle outreach and messaging:

Send Email: Delivers an email to a contact. Perfect for follow-ups, notifications, or updates.
Send SMS: Sends a text message. Great for time-sensitive alerts or reminders.
Send Slack Message: Posts a message to a Slack channel if integrated. Facilitates team communication.
Call: Initiates a phone call to a contact. If answered, it can route to a user for personal connection.
Send Facebook/Instagram Message: Delivers a message via Messenger or Instagram DM. Enhances social media engagement.
Manual Action: Pauses automation for a user to perform a manual step. Adds flexibility for human intervention.
Send Review Request: Automates sending requests for reviews. Boosts reputation management.
Conversation AI: Uses AI to manage inbound customer inquiries across channels. Improves response efficiency.