List of Workflow Actions
This guide provides an overview of the workflow actions available within Advisor's Growth.
Step 1: How to Add an Action
Navigate to Automation > Workflows. Create a new workflow or edit an existing one.
To add an action, click on the “+” icon.
Categories and List of Workflow Actions:
Contact
Create Contact: Adds a new contact, useful for capturing and organizing new leads.
Find Contact: Locates an existing contact using provided data.
Update Contact Field: Modifies a specific contact field.
Add/Remove Contact Tag: Manage tags to help segment contacts for more targeted communication.
Assign/Remove Assigned User: Assign or remove a contact's assigned user for more personalized communication.
Edit Conversation: Adjusts conversations by marking them as read/unread, archiving, or unarchiving.
Disable/Enable DND: Controls the "Do Not Disturb" setting.
Add Note: Adds custom notes for manual tracking of interactions.
Add Task: Creates a task related to a contact for follow-ups.
Copy Contact: Duplicates a contact to another sub-account.
Delete Contact: Removes a contact from the system.
Modify Contact Engagement Score: Adjusts the engagement score to evaluate responsiveness.
Add/Remove Contact Followers: Manage visibility for team members.
Communication
Send Email/SMS: Allows personalized communication with contacts via email or SMS.
Send Slack Message: Sends a message via Slack for internal notifications.
Call: Automates calls to contacts.
Voicemail: Delivers pre-recorded voicemails.
Messenger/Instagram DM: Sends messages through Facebook Messenger or Instagram Direct Message.
Manual Action (SMS/Call): Prompts manual communication with a contact.
GMB Messaging: Responds to Google My Business messages.
Send Internal Notification: Sends updates to users or contacts within the system.
Send Review Request: Automates sending review requests to gather customer feedback.
Conversation AI: Uses AI to manage inbound conversations across multiple channels.
WhatsApp: Sends messages via WhatsApp, adhering to its communication guidelines.
Live Chat: Responds to live chat inquiries to enhance real-time support.
Log External Call: Logs external calls from third-party systems into Advisor's Growth.
Appointment Booking AI: Automates appointment scheduling via a conversational AI bot.
Send Data
Webhook/Custom Webhook: Sends data to external applications for integration.
Google Sheets: Automates data updates or lookups in Google Sheets.
Internal Tools
If Else: Creates conditional paths to customize workflows based on specific criteria.
Wait Step: Delays actions to control timing.
Goal Event: Directs contacts to specific event goals to optimize workflow efficiency.
Split: Runs A/B tests to compare different workflow actions.
Go To: Moves contacts to other workflows.
Formatter
Date/Time Formatter: Reformat dates and compare date fields for workflow management.
Number Formatter: Converts and formats numeric data.
Math Operation: Adds, subtracts, or performs calculations on numbers or dates.
Workflow AI
AI Prompt: Generates responses using AI to engage customers more effectively.
Appointments
Update Appointment Status: Updates appointment details such as rescheduled, completed, etc.
Generate One-Time Booking Link: Provides clients with a one-time booking link.
Opportunity
Create/Update Opportunity: Manages opportunities within the sales pipeline.
Remove Opportunity: Removes opportunities from selected pipelines.
Payments
Stripe One-Time Charge: Charges customers through Stripe for one-time payments.
Send Invoice: Automates invoice sending.
Send Documents/Contracts: Sends pre-configured documents or contracts.
Marketing
Add/Remove Custom Audience (Facebook): Manages contacts for targeted ads in Facebook.
Google Analytics/AdWords: Adds contact data for tracking and ad management.
Facebook Conversion API: Tracks conversions for better ad performance monitoring.
Affiliate
Add to Affiliate Campaign: Assigns contacts to specific affiliate campaigns.
Add Manual Sales for Affiliate: Tracks offline sales for accurate affiliate management.
Courses
Course Grant/Revoke Offer: Manages course enrollment for contacts.
IVR
Gather Input on Call: Collects input from IVR systems to direct callers appropriately.
Connect to Call: Connects incoming calls to users or numbers.
Communities
Grant/Revoke Group Access: Manages access to community groups.
Certificates
Issue Certificate: Sends customized certificates to contacts.