Contact Workflow Actions
Contact Workflow Actions enable you to automate various operations related to managing contacts in your Stack system. These actions help streamline contact management, improve data accuracy, and ensure consistent communication.
Available Actions
- Add Contact Follower: Add users as followers to track contact updates
- Add Contact Tag: Automatically tag contacts for segmentation or tracking
- Add Leads Under an Affiliate: Associate leads with specific affiliates
- Add Manual Sales for an Affiliate: Record sales manually for affiliate tracking
- Add to Notes: Add information to a contact's notes section
- Assign to User: Assign contacts to specific team members
- Assign User: Alternative method to assign users to contacts
- Copy Contact to Sub-Account: Duplicate contact data to a sub-account
- Create Contact: Generate new contact records automatically
- Delete Contact: Remove contact records from the system
- DND Contact: Mark contacts as Do Not Disturb
- Find Contact: Locate contacts based on specific criteria
- Generate One-Time Booking Link: Create unique booking links for contacts
- Go To: Direct workflow execution to specific steps
- GPT History: Track GPT interaction history with contacts
- GPT Powered by OpenAI: Use OpenAI's GPT for contact interactions
- Log External Call: Record calls made outside the system
- Modify Contact Engagement Score: Adjust contact engagement metrics
- Remove Assigned User: Remove user assignments from contacts
- Remove Contact Follower: Remove users from following contacts
- Remove Contact Tag: Remove tags from contacts based on conditions
- Send Invoice: Generate and send invoices to contacts
- Update Contact Field: Modify specific contact information fields
Use Cases
- Create new contacts automatically when forms are submitted
- Update contact information when data changes in integrated systems
- Apply tags to track customer journey progression
- Remove tags when contacts complete specific actions or milestones
- Update lead scores based on engagement activities
- Segment contacts based on behavior or demographics
- Synchronize contact data across multiple platforms or applications
Contact Workflow Actions provide the foundation for creating personalized, data-driven customer experiences by ensuring your contact information remains accurate and up-to-date throughout the customer lifecycle.