Common Action Items for Customizing Workflows

Learn about some common action items when building workflows

Updated: October 1, 2024

When you're inside workflow, if it's your first action, you can click on Add your first action but if it's something throughout, just click on the + icon and you will see all the Workflow actions.

Commonly Use Workflow Actions:

• Under External Communication category
  
  • Send Email
  • Send SMS
  • Manual call
  • Manual SMS
• CRM categor
  • Add Contact Tag
  • Removing Contact Tags
  • Create/Update Opportunity
  • Add Notes
  • Assign To User
  • Add to Workflow
  • Send Internal Notification
    • Email 
    • SMS
  • Add Task
  • Update Contact Field
  • Wait Period