Automation

Goal Event Once the contact has met the goal conditions you specified in the action, the contact will be pulled into the goal step regardless of where they are in the workflow and continue from the Goal Event. Action Name Here you can name the goal event as per your objective or just keep it […]

Stripe One Time Charge This action triggers a charge in Stripe for a fixed amount to a specific customer in your Stripe account 1. Action Name 2. Stripe Customer ID 3. Description 4. Amount 5. Currency

Add To Workflow In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action adds a contact to another workflow. Select Workflow Select another workflow you want to add the contact to. You

Update Appointment Status In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action changes the status of an Appointment. If the Contact was added to this Workflow via an appointment-related Trigger (“Appointment”

This action sends a Google My Business message to the contact. Message Type the body of the message to be sent to your contact here. You can make use of the ‘Custom Values’ and ‘Trigger links’

Add Task In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. Manage Task This workflow action allows you to assign a task to you or your team members in your CRM. In order

Add Contact Tag This action adds specified tags to the contact. Tags Select the tags you want to add to the contact in the workflow. +Add Tag Click on this icon to add a new tag to this event.

Add To Google Analytics This action fire an event in Google Analytics. 1. Action Name 2. Tracking ID 3. Event Category 4. Event Action 5. Event Label 6. Event value

Send Review Request In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. How to Send Review Request This action sends a Review Request to the contact. Review Type You can request a review

Remove Contact Tag This action removes specified tags from the contact. Tags You can remove a tag by selecting the tag(s) you want to remove. +Add Tag You can add a new tag by clicking this icon.