Automation workflow - All Actions

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:

     • Update Contact Attributes: Adjust contact details based on specific behaviors or criteria.

     • Apply Tag: Automatically assign tags to categorize contacts or track engagement.

     • 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.

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.