Workflow Actions in HighLevel are pivotal components that facilitate the automation and management of various tasks within the Workflow Builder. Actions are executed sequentially following a triggering event, allowing for precise control over the order of operations.
Understanding Triggers and Actions
Triggers are events that kickstart workflows, leading to various actions being performed. They follow a chronological order as specified in your workflow.
- Workflow Trigger: Initiates a workflow based on specific events.
- Workflow Action: Follows the trigger and performs tasks as instructed.
Action Categories
Workflow Actions are organized into categories to make them easier to find and use. The categories are:
- Contact Actions
- Communication Actions
- Send Data
- Internal Tools Actions
- Workflow AI Action
- Eliza Actions
- Appointments Actions
- Opportunities Actions
- Payments Actions
- Marketing Actions
- Affiliate Actions
- Courses Actions
- IVR (Interactive Voice Response) Actions
- Communities Actions
You can access Workflow Actions within the workflow build and then select the add action button.
Below we will break down of each action - notating what it does and what it's "useful for" to get you started!
Contact Actions
Create Contact:
- Adds a new contact to the system, useful for managing new leads.
- Useful for: Automates lead capture and organization.
Find Contact:
- Locates a contact in the system based on provided data.
- Useful for: Helpful for finding existing contacts for updates or referencing.
Update Contact Field:
- Modifies a specific field on a contact.
- Useful for: Allows for dynamic updating of contact information.
Add Contact Tag:
- Adds a tag to a contact for organization and segmentation.
- Useful for: Facilitates better contact management and targeting.
Remove Contact Tag:
- Removes a tag from a contact.
- Useful for: Helps maintain contact list organization and segmentation.
Assign to User:
- Assigns a contact to a user in the system.
- Useful for: Enables personalized communication and task allocation.
Remove Assigned User:
- Removes the assigned user from a contact.
- Useful for: Helps in reassigning or managing contacts.
Edit Conversation:
- Edits a conversation by marking it, archiving, or unarchiving.
- Useful for: Facilitates conversation management within HighLevel.
Disable/Enable DND:
- Disables or enables "Do Not Disturb" for a contact.
- Useful for: Controls outbound communication to manage contact preferences.
Add Note:
- Adds a custom note to a contact.
- Useful for: Allows for manual tracking of contact interactions.
Add Task:
- Creates a task related to a contact.
- Useful for: Helps in managing follow-ups and actions.
Copy Contact:
- Duplicates a contact into another sub-account.
- Useful for: Facilitates data sharing and management across accounts.
Delete Contact:
- Removes a contact from the system.
- Useful for: Helps in contact list maintenance.
Modify Contact Engagement Score:
- Adjusts a contact's engagement score.
- Useful for: Assists in evaluating contact interaction and responsiveness.
Add/Remove Contact Followers:
- Adds or removes followers to/from a contact.
- Useful for: Facilitates shared contact visibility within teams or departments.
Communication Actions
Send Email
- Sends an email to the contact.
- Useful for: Allows personalized communication via email, facilitating follow-ups, updates, and notifications.
Send SMS
- Sends an SMS to the contact.
- Useful for: Enables direct and immediate communication via text, suitable for alerts, reminders, and quick interactions.
Send Slack Message
- Sends a message via Slack if integrated.
- Useful for: Facilitates team communication and internal notifications within Slack, streamlining collaboration and task management.
Call
- Makes a phone call to the contact, if they pick up, it will attempt to ring a user.
- Useful for: Automates lead outreach and management, useful for auto-dialing, and efficiently connecting leads with assigned users.
Messenger
- Sends a Facebook message to the contact.
- Useful for: Manages inbound messages via Facebook Messenger, enabling personalized communication and customer engagement.
Instagram DM
- Sends an Instagram Direct Message.
- Useful for: Engages with customers via Instagram Direct Messages, enhancing social media interaction and customer support.
Manual Action
- Prompts a manual action to be performed by a user for a contact.
- Useful for: Provides flexibility for manual interventions, useful for lead management and personalized interactions.
GMB Messaging
- Respond to Google My Business messages.
- Useful for: Facilitates customer communication through GMB, enhancing local business engagement and customer service.
Send Internal Notification
- Sends notifications to assigned users or contacts.
- Useful for: Notifies team members about updates or triggers in the system, aiding in team collaboration and task management.
Send Review Request
- Sends a review request.
- Useful for: Automates review requests, enhancing reputation management and customer feedback collection.
Conversation AI
- Manages inbound conversations with customers.
- Useful for: Utilizes AI to handle customer inquiries across multiple channels, improving response time and customer satisfaction.
Facebook Interactive Messenger
- Responds to Facebook comments on posts.
- Useful for: Engages with customers on Facebook, enhancing social media presence and interaction.
Instagram Interactive Messenger
- Responds to Instagram comments on posts.
- Useful for: Boosts engagement on Instagram, fostering community interaction and brand awareness.
Reply in Comments
- Replies to comments on Facebook or Instagram posts.
- Useful for: Facilitates engagement by responding to comments, building relationships with followers.
- Sends WhatsApp messages.
- Useful for: Enables communication via WhatsApp, adhering to WhatsApp's guidelines for customer support and engagement.
Send Live Chat Message
- Responds to live chat messages.
- Useful for: Enhances real-time customer support by responding to inquiries via live chat, improving customer satisfaction.
Send Data
Webhook/Custom Webhook:
- Sends data from HighLevel to external applications or services.
- Useful for: Facilitates integration with other tools and services.
Google Sheets:
- Manages data in Google Sheets, enabling updates or lookups.
- Useful for: Automates data management and reporting.
Internal Tools Actions
If Else
- Creates branches based on conditions.
- Useful for: Allows personalized customer experiences by directing contacts down specific paths based on conditions, useful for segmentation and customization.
Wait Step
- Delays the workflow for a specific time.
- Useful for: Useful for scheduling actions or communications at a later time, enhancing workflow efficiency and timing.
Goal Event
- Directs contacts to a specific event goal.
- Useful for: Helps contacts skip unnecessary steps in a workflow, useful for optimizing customer journeys and automation.
Split
- Conducts a split test within a workflow.
- Useful for: Allows comparison of different paths or actions, useful for optimizing marketing messages and strategies.
Update Custom Value
- Updates custom values.
- Useful for: Enables dynamic updating of custom fields based on events or triggers, enhancing data management and personalization.
Go To
- Directs contacts to another workflow.
- Useful for: Facilitates moving contacts between workflows, useful for managing complex customer journeys without duplication.
Remove from Workflow
- Removes contacts from a workflow.
- Useful for: Helps manage communication and actions by removing contacts from specific workflows, ensuring targeted interactions.
Remove from All Workflows
- Removes contacts from all workflows.
- Useful for: Ensures contacts are completely removed from all workflows, useful for stopping all communications or actions.
Arrays
- Handles multiple values as a single unit.
- Useful for: Simplifies data management and manipulation, allowing sorting, searching, and iteration of data collections.
Drip Mode
- Drips contacts through the workflow in batch sizes.
- Useful for: Prevents overloading communication channels by controlling the rate at which contacts move through the workflow, maintaining reputation and delivery rates.
Text Formatter
- Formats text.
- Useful for: Facilitates transformation of text data into a desired format, improving data handling and management.
Custom Code
- Executes custom code.
- Useful for: Provides advanced capabilities for running custom scripts or programs, allowing complex data processing and automation.
Workflow AI Action
AI Prompt (GPT-3 Powered):
- Generates AI responses based on given prompts.
- Useful for: Automates AI-driven responses for better engagement.
Eliza Actions
Eliza AI Appointment Booking:
- Utilizes the Eliza platform in the Marketplace services to automate appointment bookings using AI.
- Useful for: Automating appointment scheduling conversations with AI.
Send to Eliza Agent Platform:
- Sends the contact to the Eliza Agent Platform.
- Useful for: Utilizing the Eliza Agent Platform service when enabled.
Appointments Actions
Update Appointment Status:
- Updates appointment status (e.g., rescheduled, no show, completed).
- Useful for: Managing appointment statuses and bookings on your calendars.
Generate One Time Booking Link:
- Generates a one-time booking link to send to clients.
- Useful for: Sending a booking link via SMS or email to protect your calendar from multiple bookings.
Opportunities Actions
Create/Update Opportunity:
- Creates or updates an opportunity in the pipeline.
- Useful for: Managing opportunity pipelines and moving opportunities along the pipeline.
Remove Opportunity:
- Removes the opportunity from specific or multiple pipelines.
- Useful for: Managing opportunities by removing them from pipelines.
Payments Actions
Stripe One-Time Charge:
- Charges a one-time fee via Stripe using the Stripe Customer ID ("cus_id").
- Useful for: Sending one-time charges to customers via integrated Stripe.
Send Invoice:
- Sends an invoice created in HighLevel to the customer.
- Useful for: Automating invoice management and sending invoices to customers.
Send Documents and Contracts:
- Sends a document or contract from a template to the customer.
- Useful for: Automating the process of sending contracts or documents to customers.
Marketing Actions
Add to Google Analytics:
- Adds contact data to Google Analytics.
- Useful for: Managing contact data for ads or analytics purposes.
Add to Google AdWords:
- Adds contact to Google AdWords.
- Useful for: Managing Google AdWords data and running ads.
Add to Custom Audience (Facebook):
- Adds contact to a custom audience in Facebook.
- Useful for: Managing Facebook ad targeting and audience segmentation.
Remove from Custom Audience (Facebook):
- Removes contact from a custom audience in Facebook.
- Useful for: Managing Facebook ad targeting and audience segmentation.
Facebook Conversion API:
- Sends conversion data to Facebook for better ad tracking.
- Useful for: Tracking conversions for Facebook ads.
Affiliate Actions
Add to Affiliate Manager:
- Adds a new affiliate to the affiliate manager.
- Useful for: Automating affiliate management and adding new affiliates.
Update Affiliate:
- Updates existing affiliate details.
- Useful for: Managing and updating affiliate information.
Add/Remove from Affiliate Campaign:
- Adds or removes affiliate from a specific campaign.
- Useful for: Managing affiliate campaigns and promotions.
Courses Actions
Course Grant Offer:
- Grants a course offer to a contact.
- Useful for: Fulfilling purchases of course offers.
Course Revoke Offer:
- Revokes a course offer.
- Useful for: Managing course offerings.
IVR (Interactive Voice Response) Actions
Gather Input on Call:
- Gathers input from callers to determine their path in the IVR.
- Useful for: Creating IVR branches based on caller input.
Play Message:
- Plays a message within the IVR journey.
- Useful for: Providing information or instructions during the IVR experience.
Connect to Call:
- Connects the call to a specific user or number.
- Useful for: Forwarding calls to the appropriate user or number.
End Call:
- Ends the call.
- Useful for: Ending the call after a specific action or message.
Record Voicemail:
- Records a voicemail from the caller.
- Useful for: Allowing callers to leave voicemail messages.
Communities Actions
Grant Group Access:
- Grants access to a specific community group.
- Useful for: Managing access to community groups.
Revoke Group Access:
- Removes access from a specific community group.
- Useful for: Managing access to community groups.
Workflow actions in HighLevel are a powerful way to manage contacts and automate business processes, streamlining tasks such as appointment scheduling, opportunity management, payments, marketing, affiliate management, course offerings, IVR interactions, and community access.