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A List of Workflow Actions

⚙️ Understanding Triggers and Actions

Triggers are events that kickstart workflows, leading to various actions being performed. They follow a chronological order as specified in your workflow.

  • Workflow Trigger: Initiates a workflow based on specific events.
  • Workflow Action: Follows the trigger and performs tasks as instructed.

👥 Contact Actions

➕ Create Contact

  • Adds a new contact to the system, useful for managing new leads.
  • Useful for: Automates lead capture and organization.

🔍 Find Contact

  • Locates a contact in the system based on provided data.
  • Useful for: Helpful for finding existing contacts for updates or referencing.

✏️ Update Contact Field

  • Modifies a specific field on a contact.
  • Useful for: Allows for dynamic updating of contact information.

🏷️ Add Contact Tag

  • Adds a tag to a contact for organization and segmentation.
  • Useful for: Facilitates better contact management and targeting.

🚫 Remove Contact Tag

  • Removes a tag from a contact.
  • Useful for: Helps maintain contact list organization and segmentation.

👤 Assign to User

  • Assigns a contact to a user in the system.
  • Useful for: Enables personalized communication and task allocation.

🔄 Remove Assigned User

  • Removes the assigned user from a contact.
  • Useful for: Helps in reassigning or managing contacts.

💬 Edit Conversation

  • Edits a conversation by marking it, archiving, or unarchiving.
  • Useful for: Facilitates conversation management within SalesMFast.

🔕 Disable/Enable DND

  • Disables or enables "Do Not Disturb" for a contact.
  • Useful for: Controls outbound communication to manage contact preferences.

📝 Add Note

  • Adds a custom note to a contact.
  • Useful for: Allows for manual tracking of contact interactions.

✅ Add Task

  • Creates a task related to a contact.
  • Useful for: Helps in managing follow-ups and actions.

📤 Copy Contact

  • Duplicates a contact into another sub-account.
  • Useful for: Facilitates data sharing and management across accounts.

🗑️ Delete Contact

  • Removes a contact from the system.
  • Useful for: Helps in contact list maintenance.

📈 Modify Contact Engagement Score

  • Adjusts a contact's engagement score.
  • Useful for: Assists in evaluating contact interaction and responsiveness.

👥 Add/Remove Contact Followers

  • Adds or removes followers to/from a contact.
  • Useful for: Facilitates shared contact visibility within teams or departments.

💬 Communication Actions

📧 Send Email

  • Sends an email to the contact
  • Useful for: Allows personalized communication via email, facilitating follow-ups, updates, and notifications

📲 Send SMS

  • Sends an SMS to the contact
  • Useful for: Enables direct and immediate communication via text — perfect for alerts, reminders, and quick interactions

💬 Send Slack Message

  • Sends a message via Slack if integrated
  • Useful for: Facilitates team communication and internal notifications within Slack — streamlining collaboration and task management

📞 Call

  • Makes a phone call to the contact; if they pick up, it will attempt to ring a user
  • Useful for: Automates lead outreach and management, useful for auto-dialing and efficiently connecting leads with assigned users

📩 Messenger

  • Sends a Facebook message to the contact
  • Useful for: Manages inbound messages via Facebook Messenger, enabling personalized communication and customer engagement

📥 Instagram DM

  • Sends an Instagram Direct Message
  • Useful for: Engages with customers via Instagram Direct Messages — enhancing social media interaction and customer support

✋ Manual Action

  • Prompts a manual action to be performed by a user for a contact
  • Useful for: Provides flexibility for manual interventions, helpful for lead management and personalized interactions

📍 GMB Messaging

  • Responds to Google My Business messages
  • Useful for: Facilitates customer communication through GMB — enhancing local business engagement and customer service

🔔 Send Internal Notification

  • Sends notifications to assigned users or contacts
  • Useful for: Notifies team members about updates or triggers in the system, aiding in team collaboration and task management

🌟 Send Review Request

  • Sends a review request
  • Useful for: Automates review requests — improving reputation management and gathering customer feedback

🤖 Conversation AI

  • Manages inbound conversations with customers
  • Useful for: Utilizes AI to handle customer inquiries across multiple channels — improving response time and customer satisfaction

💬 Facebook Interactive Messenger

  • Responds to Facebook comments on posts
  • Useful for: Engages with customers on Facebook, enhancing social media presence and interaction

💬 Instagram Interactive Messenger

  • Responds to Instagram comments on posts
  • Useful for: Boosts engagement on Instagram — fostering community interaction and brand awareness

💬 Reply in Comments

  • Replies to comments on Facebook or Instagram posts
  • Useful for: Facilitates engagement by responding to comments, building relationships with followers

📱 WhatsApp

  • Sends WhatsApp messages
  • Useful for: Enables communication via WhatsApp — adhering to WhatsApp's guidelines for customer support and engagement

💬 Send Live Chat Message

  • Responds to live chat messages
  • Useful for: Enhances real-time customer support by responding to inquiries via live chat — improving customer satisfaction

📤 Send Data

🔗 Webhook/Custom Webhook

  • Sends data from SalesMFast to external applications or services
  • Useful for: Facilitates integration with other tools and services

📊 Google Sheets

  • Manages data in Google Sheets, enabling updates or lookups
  • Useful for: Automates data management and reporting

🛠️ Internal Tools Actions

🔀 If Else

  • Creates branches based on conditions
  • Useful for: Allows personalized customer experiences by directing contacts down specific paths based on conditions, useful for segmentation and customization

⏱️ Wait Step

  • Delays the workflow for a specific time
  • Useful for: Useful for scheduling actions or communications at a later time, enhancing workflow efficiency and timing

🎯 Goal Event

  • Directs contacts to a specific event goal
  • Useful for: Helps contacts skip unnecessary steps in a workflow, useful for optimizing customer journeys and automation

🔁 Split

  • Conducts a split test within a workflow
  • Useful for: Allows comparison of different paths or actions, useful for optimizing marketing messages and strategies

🛠️ Update Custom Value

  • Updates custom values
  • Useful for: Enables dynamic updating of custom fields based on events or triggers, enhancing data management and personalization

➡️ Go To

  • Directs contacts to another workflow
  • Useful for: Facilitates moving contacts between workflows, useful for managing complex customer journeys without duplication

❌ Remove from Workflow

  • Removes contacts from a workflow
  • Useful for: Helps manage communication and actions by removing contacts from specific workflows, ensuring targeted interactions

🧮 Arrays

  • Handles multiple values as a single unit
  • Useful for: Simplifies data management and manipulation, allowing sorting, searching, and iteration of data collections

💧 Drip Mode

  • Drips contacts through the workflow in batch sizes
  • Useful for: Prevents overloading communication channels by controlling the rate at which contacts move through the workflow, maintaining reputation and delivery rates

✍️ Text Formatter

  • Formats text
  • Useful for: Facilitates transformation of text data into a desired format, improving data handling and management

💻 Custom Code

  • Executes custom code
  • Useful for: Provides advanced capabilities for running custom scripts or programs, allowing complex data processing and automation

🤖 Workflow AI Action

💡 AI Prompt (GPT-3 Powered)

  • Generates AI responses based on given prompts
  • Useful for: Automates AI-driven responses for better engagement

🤖 Eliza Actions

📅 Eliza AI Appointment Booking

  • Utilizes the Eliza platform in the Marketplace services to automate appointment bookings using AI
  • Useful for: Automating appointment scheduling conversations with AI

📤 Send to Eliza Agent Platform

  • Sends the contact to the Eliza Agent Platform
  • Useful for: Utilizing the Eliza Agent Platform service when enabled

📆 Appointments Actions

🔄 Update Appointment Status

  • Updates appointment status (e.g., rescheduled, no show, completed)
  • Useful for: Managing appointment statuses and bookings on your calendars
  • Generates a one-time booking link to send to clients
  • Useful for: Sending a booking link via SMS or email to protect your calendar from multiple bookings

📈 Opportunities Actions

➕ Create/Update Opportunity

  • Creates or updates an opportunity in the pipeline
  • Useful for: Managing opportunity pipelines and moving opportunities along the pipeline

❌ Remove Opportunity

  • Removes the opportunity from specific or multiple pipelines
  • Useful for: Managing opportunities by removing them from pipelines

💳 Payments Actions

💰 Stripe One-Time Charge

  • Charges a one-time fee via Stripe using the Stripe Customer ID ("cus_id")
  • Useful for: Sending one-time charges to customers via integrated Stripe

🧾 Send Invoice

  • Sends an invoice created in SalesMFast to the customer
  • Useful for: Automating invoice management and sending invoices to customers

📄 Send Documents and Contracts

  • Sends a document or contract from a template to the customer
  • Useful for: Automating the process of sending contracts or documents to customers

📣 Marketing Actions

📊 Add to Google Analytics

  • Adds contact data to Google Analytics
  • Useful for: Managing contact data for ads or analytics purposes

🎯 Add to Google AdWords

  • Adds contact to Google AdWords
  • Useful for: Managing Google AdWords data and running ads

👥 Add to Custom Audience (Facebook)

  • Adds contact to a custom audience in Facebook
  • Useful for: Managing Facebook ad targeting and audience segmentation

🚫 Remove from Custom Audience (Facebook)

  • Removes contact from a custom audience in Facebook
  • Useful for: Managing Facebook ad targeting and audience segmentation

🔁 Facebook Conversion API

  • Sends conversion data to Facebook for better ad tracking
  • Useful for: Tracking conversions for Facebook ads

🤝 Affiliate Actions

➕ Add to Affiliate Manager

  • Adds a new affiliate to the affiliate manager
  • Useful for: Automating affiliate management and adding new affiliates

🛠️ Update Affiliate

  • Updates existing affiliate details
  • Useful for: Managing and updating affiliate information

🔁 Add/Remove from Affiliate Campaign

  • Adds or removes affiliate from a specific campaign
  • Useful for: Managing affiliate campaigns and promotions

🎓 Courses Actions

🎁 Course Grant Offer

  • Grants a course offer to a contact
  • Useful for: Fulfilling purchases of course offers

❌ Course Revoke Offer

  • Revokes a course offer
  • Useful for: Managing course offerings

☎️ IVR (Interactive Voice Response) Actions

🎙️ Gather Input on Call

  • Gathers input from callers to determine their path in the IVR
  • Useful for: Creating IVR branches based on caller input

📢 Play Message

  • Plays a message within the IVR journey
  • Useful for: Providing information or instructions during the IVR experience

📞 Connect to Call

  • Connects the call to a specific user or number
  • Useful for: Forwarding calls to the appropriate user or number

🔚 End Call

  • Ends the call
  • Useful for: Ending the call after a specific action or message

🎤 Record Voicemail

  • Records a voicemail from the caller
  • Useful for: Allowing callers to leave voicemail messages

👥 Communities Actions

✅ Grant Group Access

  • Grants access to a specific community group
  • Useful for: Managing access to community groups

🚫 Revoke Group Access

  • Removes access from a specific community group
  • Useful for: Managing access to community groups

Workflow actions in SalesMFast are a powerful way to manage contacts and automate business processes, streamlining tasks such as:

  • Appointment scheduling
  • Opportunity management
  • Payments
  • Marketing
  • Affiliate management
  • Course offerings
  • IVR interactions
  • Community access