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Common Action Items for Customizing Workflows
Learn about some common action items when building workflows
Updated: August 2, 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
- SMS
- Add Task
- Update Contact Field
- Wait Period