Skip to main content

Workflow Actions in Stack

Workflow Actions in Stack are essential for automating and managing tasks within the Workflow Builder. These actions execute sequentially after a triggering event, giving you precise control over your operations.

Table of Contents​

Understanding Triggers and Actions​

Triggers are events that start workflows, leading to various actions being performed in a specified order.

  • Workflow Trigger: Initiates a workflow based on specific events.
  • Workflow Action: Performs tasks as instructed after a trigger.

Action Categories​

Workflow Actions are categorized for easy access and use:

Contact Actions​

  • Create Contact: Adds a new contact, automating lead capture and organization.
  • Find Contact: Locates a contact using provided data, aiding in updates or referencing.
  • Update Contact Field: Modifies a specific field, allowing dynamic updates.
  • Add Contact Tag: Tags a contact for better management and targeting.
  • Remove Contact Tag: Cleans up tags for organized segmentation.
  • Assign to User: Assigns contacts to users for personalized communication.
  • Remove Assigned User: Reassigns contacts by removing current users.
  • Edit Conversation: Manages conversations by marking, archiving, or unarchiving.
  • Disable/Enable DND: Controls outbound communication preferences.
  • Add Note: Adds custom notes for manual tracking of interactions.
  • Add Task: Creates tasks for managing follow-ups.
  • Copy Contact: Duplicates contacts across accounts for data sharing.
  • Delete Contact: Maintains contact list by removing contacts.
  • Modify Contact Engagement Score: Evaluates interaction and responsiveness.
  • Add/Remove Contact Followers: Manages shared visibility within teams.

Communication Actions​

  • Send Email: Facilitates personalized email communication.
  • Send SMS: Enables direct text communication for alerts and reminders.
  • Send Slack Message: Integrates with Slack for team notifications.
  • Call: Automates phone calls for lead outreach.
  • Messenger: Manages Facebook messages for engagement.
  • Instagram DM: Connects with customers via Instagram.
  • Manual Action: Prompts user interventions for personalized interactions.
  • GMB Messaging: Communicates through Google My Business.
  • Send Internal Notification: Updates team members on system triggers.
  • Send Review Request: Automates requests for customer feedback.
  • Conversation AI: Uses AI to manage customer inquiries.
  • Facebook Interactive Messenger: Engages with Facebook comments.
  • Instagram Interactive Messenger: Boosts Instagram engagement.
  • Reply in Comments: Responds to social media comments.
  • WhatsApp: Communicates via WhatsApp adhering to guidelines.
  • Send Live Chat Message: Enhances real-time support through live chat.

Send Data​

  • Webhook/Custom Webhook: Sends data to external applications.
  • Google Sheets: Automates data management with Google Sheets.

Internal Tools Actions​

  • If Else: Creates conditional branches for personalized experiences.
  • Wait Step: Delays actions to optimize workflow timing.
  • Goal Event: Directs contacts to specific events, skipping unnecessary steps.
  • Split: Conducts split tests for strategy optimization.
  • Update Custom Value: Dynamically updates fields for personalization.
  • Go To: Moves contacts between workflows for complex journeys.
  • Remove from Workflow: Manages interactions by removing contacts from workflows.
  • Arrays: Simplifies data management by handling multiple values.
  • Drip Mode: Controls contact flow to avoid communication overload.
  • Text Formatter: Transforms text data for improved handling.
  • Custom Code: Executes scripts for advanced data processing.

Workflow AI Action​

  • AI Prompt (GPT-3 Powered): Generates AI responses for engagement.

Eliza Actions​

  • Eliza AI Appointment Booking: Automates scheduling with AI.
  • Send to Eliza Agent Platform: Utilizes Eliza for enhanced service.

Appointments Actions​

  • Update Appointment Status: Manages appointment bookings and statuses.
  • Generate One Time Booking Link: Sends protected booking links to clients.

Opportunities Actions​

  • Create/Update Opportunity: Manages opportunity pipelines.
  • Remove Opportunity: Removes opportunities from pipelines.

Payments Actions​

  • Stripe One-Time Charge: Processes one-time charges via Stripe.
  • Send Invoice: Automates invoice management and delivery.
  • Send Documents and Contracts: Automates sending contracts or documents.

Marketing Actions​

  • Add to Google Analytics: Manages contact data for analytics.
  • Add to Google AdWords: Handles data for ad management.
  • Add to Custom Audience (Facebook): Manages Facebook ad targeting.
  • Remove from Custom Audience (Facebook): Adjusts Facebook audience segmentation.
  • Facebook Conversion API: Tracks conversions for better ad performance.

Affiliate Actions​

  • Add to Affiliate Manager: Automates affiliate management.
  • Update Affiliate: Updates affiliate details.
  • Add/Remove from Affiliate Campaign: Manages affiliate campaigns.

Courses Actions​

  • Course Grant Offer: Grants course offers to contacts.
  • Course Revoke Offer: Manages course offerings.

IVR (Interactive Voice Response) Actions​

  • Gather Input on Call: Creates IVR branches based on input.
  • Play Message: Provides information during IVR.
  • Connect to Call: Forwards calls to users or numbers.
  • End Call: Ends calls after actions or messages.
  • Record Voicemail: Allows voicemail recording.

Communities Actions​

  • Grant Group Access: Manages access to community groups.
  • Revoke Group Access: Adjusts community group access.

Workflow actions in Stack streamline tasks like appointment scheduling, opportunity management, payments, marketing, affiliate management, course offerings, IVR interactions, and community access, enhancing your business processes.