Common workflow triggers and actions

Form Submitted

Someone fills in one of your forms

Send a welcome text

Contact Created

A new contact is added

Assign them to a team member

Tag Added

A tag is added to a contact

Start a follow-up sequence

Customer Replied

A contact replies to you

Notify the contact's owner

Appointment Booked

Someone books an appointment

Send directions and what to bring

Appointment No-Show

An appointment is marked No-Show

Send a "Sorry we missed you" text

Opportunity Stage Changed

A deal moves to another stage

Send a quote follow-up

Call Missed

You miss an inbound call

Text back automatically

Invoice Paid

A customer pays an invoice

Send a thank-you and a review request

Trigger Link Clicked

Someone clicks a trigger link

Tag them as interested

Send SMS / Send Email

Sends a message to the contact

Wait

Pauses for a set time before the next step

Wait for Reply

Waits until the contact replies

Condition / If/Else Multi-Branch

Takes different paths, for example "has the tag VIP"

Add Tag / Remove Tag

Changes the contact's tags

Update Contact

Changes a field on the contact

Assign to User

Gives the contact an owner

Internal Notification

Alerts you or your team

Create Task

Adds a task for a team member

Create Opportunity / Update Opportunity

Adds or moves a deal in a pipeline

Review Request

Sends a review request

DND

Turns Do Not Disturb on or off for the contact

Go To

Jumps to another step

Remove from Workflow

Takes the contact out of a workflow