A List of Workflow Actions

Workflow Actions in Stack are essential for automating and managing tasks within the Workflow Builder. These actions execute sequentially after a triggering event, giving you precise control over your operations.

Understanding Triggers and Actions

Triggers are events that start workflows, leading to various actions being performed in a specified order.

• Workflow Trigger: Initiates a workflow based on specific events.
• Workflow Action: Performs tasks as instructed after a trigger.

Action Categories

Workflow Actions are categorized for easy access and use:

Contact Actions

• Create Contact: Adds a new contact, automating lead capture and organization.
• Find Contact: Locates a contact using provided data, aiding in updates or referencing.
• Update Contact Field: Modifies a specific field, allowing dynamic updates.
• Add Contact Tag: Tags a contact for better management and targeting.
• Remove Contact Tag: Cleans up tags for organized segmentation.
• Assign to User: Assigns contacts to users for personalized communication.
• Remove Assigned User: Reassigns contacts by removing current users.
• Edit Conversation: Manages conversations by marking, archiving, or unarchiving.
• Disable/Enable DND: Controls outbound communication preferences.
• Add Note: Adds custom notes for manual tracking of interactions.
• Add Task: Creates tasks for managing follow-ups.
• Copy Contact: Duplicates contacts across accounts for data sharing.
• Delete Contact: Maintains contact list by removing contacts.
• Modify Contact Engagement Score: Evaluates interaction and responsiveness.
• Add/Remove Contact Followers: Manages shared visibility within teams.

Communication Actions

• Send Email: Facilitates personalized email communication.
• Send SMS: Enables direct text communication for alerts and reminders.
• Send Slack Message: Integrates with Slack for team notifications.
• Call: Automates phone calls for lead outreach.
• Messenger: Manages Facebook messages for engagement.
• Instagram DM: Connects with customers via Instagram.
• Manual Action: Prompts user interventions for personalized interactions.
• GMB Messaging: Communicates through Google My Business.
• Send Internal Notification: Updates team members on system triggers.
• Send Review Request: Automates requests for customer feedback.
• Conversation AI: Uses AI to manage customer inquiries.
• Facebook Interactive Messenger: Engages with Facebook comments.
• Instagram Interactive Messenger: Boosts Instagram engagement.
• Reply in Comments: Responds to social media comments.
• WhatsApp: Communicates via WhatsApp adhering to guidelines.
• Send Live Chat Message: Enhances real-time support through live chat.

Send Data

• Webhook/Custom Webhook: Sends data to external applications.
• Google Sheets: Automates data management with Google Sheets.

Internal Tools Actions

• If Else: Creates conditional branches for personalized experiences.
• Wait Step: Delays actions to optimize workflow timing.
• Goal Event: Directs contacts to specific events, skipping unnecessary steps.
• Split: Conducts split tests for strategy optimization.
• Update Custom Value: Dynamically updates fields for personalization.
• Go To: Moves contacts between workflows for complex journeys.
• Remove from Workflow: Manages interactions by removing contacts from workflows.
• Arrays: Simplifies data management by handling multiple values.
• Drip Mode: Controls contact flow to avoid communication overload.
• Text Formatter: Transforms text data for improved handling.
• Custom Code: Executes scripts for advanced data processing.

Workflow AI Action

• AI Prompt (GPT-3 Powered): Generates AI responses for engagement.

Eliza Actions

• Eliza AI Appointment Booking: Automates scheduling with AI.
• Send to Eliza Agent Platform: Utilizes Eliza for enhanced service.

Appointments Actions

• Update Appointment Status: Manages appointment bookings and statuses.
• Generate One Time Booking Link: Sends protected booking links to clients.

Opportunities Actions

• Create/Update Opportunity: Manages opportunity pipelines.
• Remove Opportunity: Removes opportunities from pipelines.

Payments Actions

• Stripe One-Time Charge: Processes one-time charges via Stripe.
• Send Invoice: Automates invoice management and delivery.
• Send Documents and Contracts: Automates sending contracts or documents.

Marketing Actions

• Add to Google Analytics: Manages contact data for analytics.
• Add to Google AdWords: Handles data for ad management.
• Add to Custom Audience (Facebook): Manages Facebook ad targeting.
• Remove from Custom Audience (Facebook): Adjusts Facebook audience segmentation.
• Facebook Conversion API: Tracks conversions for better ad performance.

Affiliate Actions

• Add to Affiliate Manager: Automates affiliate management.
• Update Affiliate: Updates affiliate details.
• Add/Remove from Affiliate Campaign: Manages affiliate campaigns.

Courses Actions

• Course Grant Offer: Grants course offers to contacts.
• Course Revoke Offer: Manages course offerings.

IVR (Interactive Voice Response) Actions

• Gather Input on Call: Creates IVR branches based on input.
• Play Message: Provides information during IVR.
• Connect to Call: Forwards calls to users or numbers.
• End Call: Ends calls after actions or messages.
• Record Voicemail: Allows voicemail recording.

Communities Actions

• Grant Group Access: Manages access to community groups.
• Revoke Group Access: Adjusts community group access.

Workflow actions in Stack streamline tasks like appointment scheduling, opportunity management, payments, marketing, affiliate management, course offerings, IVR interactions, and community access, enhancing your business processes.