> For the complete documentation index, see [llms.txt](https://knowledge-base.myappz.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge-base.myappz.ai/home/lead-automation/automation-workflow/automation-workflow-all-actions.md).

# Automation workflow - All Actions

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communication and personalizing each customer’s experience. Here’s a brief overview:

1. **Communication Actions**:
   * **Email Builder (Text Only & Templates)**: Automate email campaigns with embedded tracking to monitor engagement, such as who opens your emails.
   * **Send WhatsApp Message**: Automate sending WhatsApp messages, choosing between plain text or templates for personalized communication.
   * **Delay**: Introduce timed delays in your workflow to control the sequence of actions, such as waiting a specific duration before sending the next message.
2. **Decision-Making and Operations**:
   * **Evaluate a Condition**:\
     \
     Contact Conditions:

     **Contact Updated:** Trigger actions when specific attributes of a contact are updated (e.g., status, email). Contact Tagged: Trigger actions when a tag is applied to a contact to manage segmentation or specific workflows. \
     \
     CRM Conditions:

     **Assign Staff:** Specify criteria to automatically assign contacts or leads to particular staff members based on behavior, status, or other attributes. \
     \
     Forms Conditions:

     **Product Form Submitted:** Trigger actions when a contact submits a product-related form (e.g., product interest).\
     **Magic Form Submitted:** Set actions based on submissions from your Magic Form (used for lead capture, custom data collection).\
     **FB Form Submitted:** Trigger workflows for contacts who submit a form via Facebook (e.g., Facebook Lead Ads). \
     \
     Sales Conditions:

     **Invoice Amount:** Evaluate conditions based on the invoice amount (e.g., trigger specific actions when an invoice is above or below a certain value). Calendar Conditions:

     **Appointment Booked:** Trigger actions when a new appointment is booked. \
     **Appointment** **Cancelled:** Evaluate workflows when an appointment is canceled. \
     **Appointment Rescheduled:** Trigger actions if an appointment is rescheduled. \
     **Appointment No Show:** Set conditions to handle contacts who missed an appointment. **Appointment Show Up:** Trigger workflows when contacts show up for an appointment.
   * **Operation**:&#x20;

     * **Update Contact Attributes**: Adjust contact details based on specific behaviors or criteria.
     * **Apply Tag**: Automatically assign tags to categorize contacts or track engagement.\
       The Tag & Workflow Switching feature allows you to trigger workflows automatically whenever a contact receives a specific tag. This ensures seamless automation without requiring manual intervention every time a tag is applied.<br>
     * **Remove Tag**: Remove tags to keep your segmentation dynamic and accurate.
     * **Move Contacts**: Reassign contacts to different lists or segments as needed.
     * **Convert Leads to Customers**: Transition contacts from leads to customers when they meet specific milestones.
     * **Revoke Course Access**: Remove access to a course when necessary based on contact status.
     * **Community Access**: Grant or revoke community access to align with the contact’s journey.

     <br>
3. **Webhook** is an action that allows you to send real-time data to external systems or applications when certain events are triggered in your workflow.