Introduction to Automations and Workflows

What is Automation Workflow?

Automation workflow refer to a series of defined, repeatable steps or processes through which a piece of work passes from initiation to completion. Workflows can be sequential, with each step dependent on the completion of the previous one, or parallel, with multiple steps occurring simultaneously.

Details:

Few of the benefits of using Automations

  • Increased Efficiency: Automating routine tasks speeds up processes and reduces the time employees spend on manual activities, allowing them to focus on more strategic work.
  • Consistency and Accuracy: Automation ensures tasks are performed consistently and accurately, reducing the risk of human error and improving the quality of outcomes.
  • Cost Savings: By reducing the need for manual intervention, businesses can lower labor costs and minimize operational expenses.
  • Scalability: Automated workflows can easily scale to handle increased volumes of work without requiring additional resources.

Triggers and Actions are the basic building blocks for workflows.

Trigger

Trigger: A trigger is an event that initiates an automated process. For example, receiving a new email can trigger an automation to categorize and forward the message. Below is the list of Triggers currently supported in a Workflow for you to automate from.

Name Category Explanation
Abandoned Checkout Shopify Triggered when a customer abandons their checkout process.
Appointment Status Appointment Triggered by changes in the status of an appointment (e.g., confirmed, canceled).
Birthday Reminder Reminder Triggered as a reminder for a contact's birthday.
Call Status Conversations Triggered by a change in the status of a call (e.g., completed, missed).
Category Completed Memberships Triggered when a membership category is completed.
Contact Changed Contact Triggered when a contact's information is updated.
Contact Created Contact Triggered when a new contact is added.
Contact DND Contact Triggered when a contact is marked as Do Not Disturb.
Contact Tag Contact Triggered when a tag is added or removed from a contact.
Custom Date reminder Reminder Triggered as a reminder for a custom date set by the user.
Customer booked appointment Appointment Triggered when a customer books a new appointment.
Customer replied Conversations Triggered when a customer replies to a message.
Email Events Conversations Triggered by events related to email (e.g., opened, clicked, bounced).
Facebook lead form submitted Integrations Triggered when a Facebook lead form is submitted.
Form submitted Forms Triggered when a form is completed and submitted.
Inbound webhook trigger Premium Action Triggered by an incoming webhook event
Invoice Payments Triggered by actions related to invoices (e.g., created, paid).
Courses New Signup Memberships Triggered when a new membership signup occurs.
Courses User Login Memberships Triggered when a user logs into their membership account.
Note Added Notes Triggered when a new note is added to a record.
Note Changed Notes Triggered when an existing note is modified.
Offer Access Granted Memberships Triggered when access to an offer is granted to a user.
Offer Access Removed Memberships Triggered when access to an offer is removed from a user.
Opportunity status changed Opportunities Triggered when the status of an opportunity is updated.
Order Form Submission Order Form Triggered when an order form is submitted.
Order Fulfilled Shopify Triggered when an order is fulfilled and ready for shipment.
Order Placed Shopify Triggered when a new order is placed.
Pipeline stage changed Opportunities Triggered when an opportunity moves to a different stage in the pipeline.
Product Access Granted Memberships Triggered when access to a product is granted to a user.
Product Access Removed Memberships Triggered when access to a product is removed from a user.
Product Completed Memberships Triggered when a user completes a product.
Stale Opportunities Opportunities Triggered when an opportunity remains inactive for a set period.
Start IVR Trigger IVR Triggered to start an IVR call.
Survey submitted Surveys Triggered when a survey is completed and submitted.
Task Added Task Triggered when a new task is created.
Task reminder Reminder Triggered as a reminder for a scheduled task.
TikTok form submit Integrations Triggered when a TikTok form is submitted.
Trigger Link Clicked Trigger link Triggered when a specific trigger link is clicked.
Number Validation Conversations Triggered when there's an error validating a Twilio message.
Video Tracking Media Triggered by specific events in video tracking (e.g., played, paused).
Task Completed Task Trigger when the task is completed based on assigned user or any other specification
Opportunity created Opportunity Trigger when an opportunity
Opportunity changed
Affiliate Created
New Affiliate Sales
Affiliate enrolled in campaign
Category Started
Lesson Started
Lesson completed
Product Started
Payment Received Payments Trigger when a payment is recieved
Order Submitted Trigger when an order is submitted
Documents & Contracts
Subscription Payments Trigger related to subscription status changes.
Refund Payments Trigger when there is a refund
Facebook - Comment(s) on a Post
Instagram - Comment(s) on a Post
Group Access Granted Communities Trigger when a contact is granted group access
Group Access Revoked Communities Trigger when a contact is group access is revoked
Certificates Issued
Contact Engagement Score Contact Trigger based on the Contact's engagement score criteria
Funnel/Website PageView Funnels Trigger when someone views the specified funnel or website page
LinkedIn Lead Form Submitted Integrations Trigger when the Lead form is submitted based on the specified page

Action

Action: An action is the task performed in response to a trigger. For instance, once an email is received (trigger), the system might automatically save its attachment to a cloud storage service (action).

Name Group Explanation
Create Contact Contact Create a new contact or update an existing contact's details.
Find Contact Contact Search for a contact based on specified criteria.
Update Contact Field Contact Modify specific fields in a contact's record.
Add Contact Tag Contact Add a tag to a contact to categorize them.
Remove Contact Tag Contact Remove a tag from a contact.
Assign User Contact Assign a contact to a specific user.
Remove Assigned User Contact Remove the user assignment from a contact.
Edit Conversation Conversations Make changes to an existing conversation thread.
DND Contact Contact Mark a contact as Do Not Disturb to stop communication.
Add Notes Notes Add a note to a contact's record.
Task Notification Notifications Send a notification about a task.
Copy Contact To Sub account Contact Copy a contact's information to a sub account.
Email Communication Send an email to a contact.
SMS Communication Send an SMS message to a contact.
Slack Message Communication Send a message via Slack.
Call Communication Initiate a phone call to a contact.
Voicemail Communication Leave a voicemail for a contact.
Messenger Social Media Send a message via Facebook Messenger.
Instagram DM Social Media Send a direct message on Instagram.
Manual SMS Communication Manually send an SMS message.
Manual Call Communication Manually initiate a phone call.
GMB Communication Post updates to Google My Business.
Internal Notification Notifications Send an internal notification to team members.
Review Request Communication Send a request for a review.
Conversation AI AI Communication Use AI to handle conversations.
FB Interactive Messenger Social Media Use interactive features in Facebook Messenger conversations.
IG Interactive Messenger Social Media Use interactive features in Instagram Messenger conversations.
Reply In Comments Social Media Respond to a comment on social media.
Appointment Booking Conversation AI Booking Bot AI Communication Use AI to book Appointments
Webhook Integrations Send data to a specified URL via a webhook.
Custom Webhook Integrations Send custom data to a specified URL via a webhook.
Google Sheets Integrations Interact with Google Sheets (e.g., add or update rows).
If Else Logic Perform actions based on conditional logic.
Wait Workflow Control Pause the workflow for a specified duration.
Workflow Goal Workflow Control Set a goal within a workflow to track progress.
Workflow Split Workflow Control Split the workflow into multiple paths.
Update Custom Value Data Management Update custom values or variables.
Goto Workflow Control Jump to a specific step in the workflow.
Date time Formatter Data Management Format date and time values.
Number Formatter Data Management Format numeric values.
Math Operation Data Management Perform mathematical operations.
Event Start Date Data Management Set or update the start date of an event.
Add To Workflow Workflow Control Add a contact to a specific workflow.
Remove From Workflow Workflow Control Remove a contact from a specific workflow.
Array Functions Data Management Perform operations on arrays.
Drip Communication Send a series of messages (drip campaign).
Text Formatter Data Management Format text values.
Custom Code Integrations Run custom code snippets.
GPT Powered by OpenAI Workflow AI Use ChatGPT for generating responses or content.
GPT History Workflow AI Use GPT History so that GPT actions retain the prompts and outputs of
Appointment Booking Conversation AI Bot AI Communication Use AI to handle appointment bookings.
Send To Eliza AI Communication Send data to the Eliza AI bot for processing.
Update Appointment Status Appointment Change the status of an appointment.
Create Opportunity Opportunities Create a new sales opportunity.
Remove Opportunity Opportunities Delete an existing sales opportunity.
Stripe One Time Charge Payments Process a one-time charge via Stripe.
Google Analytics Integrations Send data to Google Analytics.
Google Adword Integrations Interact with Google AdWords for advertising purposes.
Facebook Add To Custom Audience Integrations Add a contact to a Facebook Custom Audience.
Facebook Remove From Custom Audience Integrations Remove a contact from a Facebook Custom Audience.
Facebook Conversion API Integrations Send conversion data to Facebook via API.
Add To Affiliate Manager Integrations Add a contact to the affiliate management system.
Update Affiliate Integrations Update an affiliate's details.
Add To Affiliate Campaign Integrations Add a contact to an affiliate campaign.
Remove From Affiliate Campaign Integrations Remove a contact from an affiliate campaign.
Membership Grant Offer Memberships Grant access to a membership offer.
Membership Revoke Offer Memberships Revoke access to a membership offer.
IVR Gather IVR Collect input from a caller using IVR.
IVR Say/Play IVR Play a message to a caller using IVR.
IVR Connect Call IVR Connect a caller to another phone number using IVR.
IVR End Call IVR End a call using IVR.
IVR Record Voicemail IVR Record a voicemail from a caller using IVR.
Delete Contact
Modify Contact Engagement Score
Add Contact Followers
Remove Contact Followers WhatsApp
Send Live Chat Message
Log External Call
WhatsApp: Customer Service
Customer service window check
Generate One Time Booking Link Communication To check wether there is an active conversation with the contact
Send Invoice
Send Documents & Contracts
Add Leads under an Affiliate
Add manual sales for an Affiliate
Whatsapp Communication Sends a whatsapp message to the contact
Issue certificate