Workflows
134 articles
1 min read · Video
Workflows - Overview
This video will give you an overview of the Workflows feature.
1 min read · Video
How to set user reminders
This video shows how to set user reminders for calls with texts, notifications and emails.
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Repeating or Recurring Workflow
This video will show you how to create a repeating or recurring workflow.
1 min read · Video
Facebook Conversion API Setup
How to setup the Facebook Conversion API.
2 min read
How to Create and Use Workflows
This is an overview of the workflow builder. The workflow builder is a visual builder feature that allows you to combine trigger and campaign type features with some added…
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Customizing Your Settings in Workflows
This tutorial will show you how to customize your Workflow Settings.
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Using the History Tab in Workflows
Here's how to view and understand the History of your Workflows.
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Customizing Your Settings in Workflows
This tutorial will show you how to customize your Workflow Settings.
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Using the History Tab in Workflows
Here's how to view and understand the History of your Workflows.
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Checking the Status of Workflows
Here's how to view and understand the Status of Workflows.
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How to Organize Your Workflows Into Folders
When using workflows, you may want to categorize them to stay organized. Using the Workflow Folders feature will help you stay organized.
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How And When To Use The Event Start Date In Workflows
The Event Start Date action allows you to build automation around a specific date & time. Once you set the Event Start Date, the items in that workflow can be sent in relation…
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Bulk Actions - Campaigns and Workflows
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to add contacts to a…
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Using the Conversion List for Google Ads with Triggers and Workflows
Follow these steps to use the Conversion List for Google Ads with your Triggers and Workflows:
2 min read
Workflow Recipes
Within the Workflow builder, you have several options for getting started in creating a new Workflow. You can start from scratch with a blank slate, import steps from an…
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Marking Calls as Completed
In this article, you will learn how to create a Call Completed Trigger to ‘Mark Calls’ to your leads as completed when answered. This process will ensure that you can set up…
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How To Move Actions in the Workflow Builder
Within a Workflow, you may want to make changes and reorder one or multiple actions. Rather than deleting and recreating the action(s) you can move one or multiple actions to…
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Workflow Contact Attribution Variables
If you are using dynamic number swapping or call tracking (using a number pool), you may want to be able to determine if a lead found its way to you via an organic social media…
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How To Set Up Automated Calls And Voicemail Drops in a Workflow
Within the Workflow builder, you may want to setup an automated sequence of calls and voicemail drops. Here’s a sample Workflow showing you how you can create this based on a tag.
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How To Use Multiple Triggering Events in Workflows
Using the Workflow builder, there are numerous possibilities to completely customize the triggers and actions for your business needs.
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How To Use Workflows to Assign Users to Leads
You may want to assign new leads to users within your system, in a round-robin type of situation. Maybe you have a lead form, and when it’s submitted, you want the leads to be…
2 min read
Workflow Abandoned Cart Template
If a lead abandons their cart and does not make a purchase, you may want to set up a Workflow to automate some actions, from a follow up email to a reminder call, or anything…
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Using a Workflow and Smart List To Track Failed SMS Contacts
If you are sending SMS communications in the system, and the SMS fails to go through, you may want to track those contacts for a variety of reasons (i.e. perhaps you want to…
3 min read
Customizing Delivery Timeframes Within Workflows
There are multiple options for setting up the timing of workflows. In this tutorial, we will show you how to use time frames, or “windows” to customize your workflow actions…
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What's the If/Else Conditional Event and How to Use It in Workflows
Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows on a deeper level to enhance your business.…
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How to Duplicate or Copy a Workflow
Duplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow that’s similar to one you already have. Perhaps you have a Workflow already built and…
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Using the Edit Conversation Action in Workflows
This tutorial will cover the “Edit Conversation” action in Workflows. This action allows you to mark items as read or unread and choose whether to archive or unarchive…
3 min read
Facebook Conversion API Trigger in Workflows
If you’re running Facebook ads, you’ll likely want to take advantage of the Conversions API. When running ads, you probably want to calculate the conversion rate, know the cost…
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How To Use The Course Completed Workflow Trigger
Within the workflow builder, you can create a trigger to run when a category within a specific product is completed. This will allow you to set specific automation for your…
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How To Use The "Go To" Function in Workflows
The “Go To” Workflow action can be added to the end of a Workflow path to send the contact to any given point in a specific path.
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How to Import Campaigns into Workflows
If you have a campaign you wish to integrate into the Workflow builder, you can easily import it. By importing a Campaign into a workflow, you can further customize it with…
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List of Workflow Actions
Within the Workflow Builder, you can add multiple actions to fire off in a series based on one or more triggers.
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List of Workflow Triggers
Within the Workflow Builder you can have one or multiple triggers to fire off the workflow’s series of actions. Below is a complete list of workflow trigger options:
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Using the Wait Action in the Workflow Builder
Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next step of a Workflow. This can be useful for many reasons, from appointment…
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How To Use the Contact Changed Workflow Trigger
The “Contact Changed” Workflow Trigger provides a way to automate actions when changes are made to a Contact Record.
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Using the Contact Changed Workflow Trigger
Within the Workflow builder, the “Contact Changed” workflow trigger allows you to automate actions when a contact record is modified. You can trigger events in a Workflow when…
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How To Use Webhooks in Workflows
Using a webhook with Zapier or another program, you can export date from the system to another platform or system. This is useful if you are utilizing multiple systems and want…
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Using a Workflow For Membership Log In Notifications
Workflows can be created for a multitude of triggering actions, with any series of follow-up actions or events you wish to customize for your business. The versatility allows…
2 min read
Membership Triggers Overview for the Workflow Builder
The membership triggers within Workflows allow you to automate features using “if, then” scenarios so that “if” something occurs, “then” one or more actions are triggered to…
2 min read
How to Set Up Email/SMS Notification When An Action Occurs Using Workflows
In this article, we’ll review the process for setting up email and SMS notifications in Workflows. Not only is sending texts or emails to leads/clients a great way to…
2 min read
How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
Appointment confirmation and reminder campaigns can be created within your Workflows, and used to confirm appointments and nurture the leads with reminders up until the…
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How To Use the Workflow Goal Event
If a contact meets a certain goal or condition within the workflow, you may want to move them automatically to a specific part of the workflow, without being required to…
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How To Mark Appointment Status as Invalid Using a Workflow
You can update an appointment status based on tags, which may be useful for your business and any automations you are running. Here's a recommended best-practice for updating…
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How To Use the Round Robin Feature in Workflows
The Round Robin Feature in Workflows is useful for businesses with multiple users on their staff. Round Robin assigns leads to users on a 1:1 basis. This allows all users…
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Scheduled Triggers for Super Agents
Run a Super Agent automatically once, on a repeating interval, on a cron schedule, or on a schedule you describe in plain words.
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Log External Call Workflow Action
Log calls from outside calling tools, including recordings, to the contact's conversation using an inbound webhook and the Log External Call action.
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Send Email Action in Company and Custom Object Workflows
Send emails to the contacts associated with a company or custom object record directly from that record's workflow.
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Manage Email Templates in Workflow Steps
Start workflow emails from saved templates, control whether template edits sync both ways, and push template updates once.
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Calendly Triggers and Actions in Workflows
Start workflows from Calendly bookings, cancellations and no-shows, and create meetings or update Calendly from your workflows.
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Send Email Action Editor and Tracking Options
Choose how to build a workflow email, turn on click and UTM tracking, and review results in the Send Email action.
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Analyze Workflow Email Performance
Review how your automated workflow emails perform, from the email dashboard, each email action or the workflow itself.
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Automate with Subscription and Refund Triggers
Start workflows automatically when a subscription changes or a refund is processed.
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Use WhatsApp in Workflows
Auto-reply to WhatsApp messages, choose the sending number, wait for a WhatsApp reply, and set Do Not Disturb when someone texts STOP.
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Set Up an IVR Phone Menu with Workflows
Build an automated phone menu that greets callers, collects keypad input, and routes calls with workflow triggers and actions.
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AI Studio Form Submitted Trigger
Start a workflow when someone submits a form on a site you built with AI Studio.
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AI-Generated SMS Messages in Workflows
Let a workflow write a text message from your instructions, the contact's fields, and recent conversation history.
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Send Email Workflow Action
Send personalized emails automatically from a workflow, using templates, custom fields, and attachments.
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Update Contact Field Workflow Action
Set or clear a contact field automatically from a workflow.
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Update Custom Value Workflow Action
Change a custom value automatically from a workflow so every message and page that uses it updates at once.
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Airtable Triggers and Actions in Workflows
Start workflows from new or updated Airtable records, and create, update, find, or delete records from your workflows.
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Apify Triggers and Actions in Workflows
Run Apify actors and tasks, scrape pages, and start workflows when a run finishes.
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Asana Triggers and Actions in Workflows
Start workflows from Asana task and project events, and create or update Asana tasks from your workflows.
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Automations Overview Dashboard
See workflow totals, enrollments, and performance trends in one dashboard.
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Basecamp Triggers and Actions in Workflows
Start workflows from Basecamp to-dos, messages, and documents, and create Basecamp items from your workflows.
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Browse AI Triggers and Actions in Workflows
Run Browse AI robots from your workflows and start workflows when a task finishes.
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Cal.com Triggers and Actions in Workflows
Start workflows from Cal.com bookings and create, cancel, or reschedule Cal.com bookings from your workflows.
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ClickUp Triggers and Actions in Workflows
Start workflows from ClickUp tasks, comments, and lists, and manage ClickUp tasks from your workflows.
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Contact Engagement Score Trigger
Start a workflow when a contact's engagement score changes and meets a condition you set.
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Custom Code Workflow Action
Run your own JavaScript in a workflow to transform data or add logic that built-in actions don't cover.
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Write Custom Code with AI
Describe what you want in plain words and let AI write the code for your Custom Code action.
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Automate Your Events with Workflows
Use event triggers and event dates in workflows to send confirmations, reminders, and follow-ups for every attendee.
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Workflow Execution Logs and Enrollment History
See every action a workflow ran for each contact, spot errors, and track who is enrolled.
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Reply to Facebook and Instagram Messages from Workflows
Send Facebook Messenger and Instagram direct message replies automatically, with buttons and quick replies.
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Start Workflows from Facebook and Instagram Post Comments
Trigger a workflow when someone comments on your Facebook or Instagram post, and reply automatically.
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Fathom Triggers and Actions in Workflows
Start workflows when a new Fathom meeting recording is ready, and pull transcripts and summaries into your follow-ups.
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Choose a GPT Model for Workflow AI
Pick the GPT model your workflow AI action uses, and write prompts that get good results.
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Google Contacts Triggers and Actions in Workflows
Start workflows when Google contacts or groups are added, and create or find Google contacts from your workflows.
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Google Forms Triggers and Actions in Workflows
Start workflows from new Google Forms responses and look up forms and responses from your workflows.
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Find and Fix Errors in a Workflow
See which workflow steps have errors, understand why, and fix them before you publish.
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Give GPT Actions Memory with History
Store conversation history so GPT actions in your workflows can remember earlier messages.
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Housecall Pro Triggers and Actions in Workflows
Start workflows from Housecall Pro jobs, estimates, leads, and customers, and manage customers from your workflows.
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Add Internal Comments Automatically
Post private team notes to a contact's conversation from a workflow.
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Set Up an SMS Keyword Campaign
Let people text a keyword to your number to get an offer or information, and follow up automatically.
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Monday.com Triggers and Actions in Workflows
Start workflows from Monday.com board items and column changes, and update boards from your workflows.
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Generate AI Responses with OpenRouter in Workflows
Use the OpenRouter action to send a prompt to the AI model you choose and use its reply in later steps.
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Video Tracking Trigger
Start a workflow based on how much of a video a contact watches.
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Delete Contact Workflow Action
Remove contacts automatically from a workflow when they meet your conditions.
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Set Up Workflow Goal Events
Move contacts to a later step, or out of the workflow, as soon as they reach a goal like opening an email or booking a call.
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Send Conversions to Google Ads from Workflows
Report offline conversions, like booked calls or closed deals, back to Google Ads with a workflow action.
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Custom Webhook Workflow Action
Send data from a workflow to any outside service with your own method, headers, authentication, and body.
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Date/Time Formatter Workflow Action
Reformat dates, add or subtract time, and compare dates inside a workflow.
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Google Sheets Workflow Action
Add, update, look up, and delete rows in a Google Sheet from your workflows.
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Inbound Webhook Trigger
Start a workflow when an outside app sends data to a unique webhook address.
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Number Formatter Workflow Action
Format numbers, currencies, and phone numbers, or do simple math, inside a workflow.
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Send Slack Messages from Workflows
Post messages to Slack channels or people automatically when something happens in your account.
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Introduction to Workflows and Automations
Learn how triggers and actions work together in workflows to automate your marketing, sales, and follow-up.
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Jira Triggers and Actions in Workflows
Start workflows from new or updated Jira issues and create, update, and comment on issues from your workflows.
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Klaviyo Triggers and Actions in Workflows
Start workflows from Klaviyo events, profiles, lists, and segments, and manage Klaviyo profiles from your workflows.
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Manus AI Triggers and Actions in Workflows
Connect Manus AI to your workflows to create and manage AI tasks and react when tasks start or stop.
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Mistral AI Actions in Workflows
Use Mistral AI actions in workflows to generate text, create embeddings, and analyze images, then use the results in later steps.
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Discover Apps in the Workflow Builder
Browse, search, and install marketplace apps from inside the workflow builder with the Discover button.
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Notion Triggers and Actions in Workflows
Start workflows from Notion database items and pages, and create or update Notion content from your workflows.
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Pause Workflows on Certain Dates
Pause published workflows for set date ranges, such as holidays, without drafting or deleting them.
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Set Event Start Date Action
Set a reference date and time in a workflow, then send reminders before or after it with Wait for Event/Appointment Time.
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Slack Triggers in Workflows
Start workflows from Slack activity such as new messages, mentions, direct messages, reactions, and channel invites.
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Split Action
Send contacts down different workflow paths by random percentage to test which version performs best.
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Using the Text Editor in Workflow Messages
A tour of the text editor used for workflow emails and messages, including custom values, trigger links, images, and source code.
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Todoist Triggers and Actions in Workflows
Start workflows from Todoist tasks and projects, and create and manage Todoist tasks from your workflows.
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Typeform Triggers and Actions in Workflows
Start workflows instantly from new Typeform entries and create or search forms from your workflows.
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Vapi Triggers and Actions in Workflows
Start workflows from Vapi assistants, calls, and files, and create Vapi calls and chats from your workflows.
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Array Functions Action
Find, filter, rebuild, and total list data such as order line items in workflows with the Array Functions action.
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Workflow AI Assistant
Chat with Workflow AI in the builder to plan, explain, improve, and add steps to your workflows.
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AI Analyze Image Action
Use AI vision in workflows to read text from images, describe them, and check what they show.
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Invoke Managed Agent Action
Hand a task from a workflow to a published Managed Agent, then use the agent's answer in later workflow steps.
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Workflow Builder Overview
A tour of the workflow builder, covering the canvas, triggers, actions, stats, testing, saving, version history, and publishing.
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Stop on Response and Voicemail Detection
How the Stop on Response setting and the Call action's Disable Voicemail Detect option work together.
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Workflow Settings Overview
Every option on a workflow's Settings tab, including re-entry, opportunities, stop on response, time zone, time window, sender details, and mark as read.
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Payment Received Trigger
Start a workflow when any payment comes in, from invoices, funnels, websites, calendars, or subscriptions, and filter by source, product, or status.
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AI Email Parser Action
Use AI to pull names, emails, phone numbers, and other details out of incoming emails and use them in your workflow.
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Copy Actions Between Workflows
Copy one action or a block of actions and paste them into the same or another workflow in your account.
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Copy and Delete Workflow Triggers
Duplicate a workflow trigger with all its settings, or remove a trigger you no longer need.
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Temporarily Disable Actions in a Workflow
Turn individual workflow steps off and back on without deleting them, for testing and troubleshooting.
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AI Extract Data Action
Turn unstructured text, such as an email body or webhook payload, into structured fields you can use later in a workflow.
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Opportunity Changed Trigger
Start a workflow when anything changes on an opportunity, such as its owner, pipeline, value, tags, status, lost reason, or custom fields.
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Associate Records Action
Link related records, such as contacts, companies, opportunities, and custom objects, automatically with a workflow.
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Appointment Booking Conversation AI Action
Let AI chat with a contact, offer open times from your calendar, and book the appointment inside a workflow.
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Instagram DM Action
Send automated Instagram direct messages from a workflow, and learn the 24-hour rule that decides when they're delivered.
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Linear Triggers and Actions in Workflows
Start workflows from Linear issues, projects, and customer requests, and create and update Linear issues from your workflows.
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AI Agent Action
Let an AI agent plan and carry out multi-step tasks in a workflow using your instructions and the tools you allow.
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AI Decision Maker Action
Route contacts down different workflow branches based on plain-language rules that AI checks against their data.
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AI Intent Detection Action
Detect whether a message or response is positive, negative, or neutral and branch your workflow automatically.
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Create and Update Multiple Rows in Google Sheets
Add or update several Google Sheets rows in one workflow step.
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Email Verification Action
Check a contact's email address before sending, then send only to good addresses and route risky or invalid ones elsewhere.
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Jotform Triggers and Actions in Workflows
Start workflows from new Jotform submissions and signed documents, and create Jotform submissions from your workflows.