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What is Automation Workflow?
Automation workflow refer to a series of defined, repeatable steps or processes through which a piece of work passes from initiation to completion. Workflows can be sequential, with each step dependent on the completion of the previous one, or parallel, with multiple steps occurring simultaneously.
Few of the benefits of using Automations
- Increased Efficiency: Automating routine tasks speeds up processes and reduces the time employees spend on manual activities, allowing them to focus on more strategic work.
- Consistency and Accuracy: Automation ensures tasks are performed consistently and accurately, reducing the risk of human error and improving the quality of outcomes.
- Cost Savings: By reducing the need for manual intervention, businesses can lower labor costs and minimize operational expenses.
- Scalability: Automated workflows can easily scale to handle increased volumes of work without requiring additional resources.
Details
Triggers and Actions are the basic building blocks for workflows.
Trigger
Trigger: A trigger is an event that initiates an automated process. For example, receiving a new email can trigger an automation to categorize and forward the message. Below is the list of Triggers currently supported in GHL Workflow for you to automate from.
| Name | Category | Explanation |
| Abandoned Checkout | Shopify | Triggered when a customer abandons their checkout process. |
| Appointment Status | Appointment | Triggered by changes in the status of an appointment (e.g., confirmed, canceled). |
| Birthday Reminder | Reminder | Triggered as a reminder for a contact’s birthday. |
| Call Status | Conversations | Triggered by a change in the status of a call (e.g., completed, missed). |
| Category Completed | Memberships | Triggered when a membership category is completed. |
| Contact Changed | Contact | Triggered when a contact’s information is updated. |
| Contact Created | Contact | Triggered when a new contact is added. |
| Contact DND | Contact | Triggered when a contact is marked as Do Not Disturb. |
| Contact Tag | Contact | Triggered when a tag is added or removed from a contact. |
| Custom Date reminder | Reminder | Triggered as a reminder for a custom date set by the user. |
| Customer booked appointment | Appointment | Triggered when a customer books a new appointment. |
| Customer replied | Conversations | Triggered when a customer replies to a message. |
| Email Events | Conversations | Triggered by events related to email (e.g., opened, clicked, bounced). |
| Facebook lead form submitted | Integrations | Triggered when a Facebook lead form is submitted. |
| Form submitted | Forms | Triggered when a form is completed and submitted. |
| Inbound webhook trigger | Premium Action | Triggered by an incoming webhook event |
| Invoice | Payments | Triggered by actions related to invoices (e.g., created, paid). |
| Courses New Signup | Memberships | Triggered when a new membership signup occurs. |
| Courses User Login | Memberships | Triggered when a user logs into their membership account. |
| Note Added | Notes | Triggered when a new note is added to a record. |
| Note Changed | Notes | Triggered when an existing note is modified. |
| Offer Access Granted | Memberships | Triggered when access to an offer is granted to a user. |
| Offer Access Removed | Memberships | Triggered when access to an offer is removed from a user. |
| Opportunity status changed | Opportunities | Triggered when the status of an opportunity is updated. |
| Order Form Submission | Order Form | Triggered when an order form is submitted. |
| Order Fulfilled | Shopify | Triggered when an order is fulfilled and ready for shipment. |
| Order Placed | Shopify | Triggered when a new order is placed. |
| Pipeline stage changed | Opportunities | Triggered when an opportunity moves to a different stage in the pipeline. |
| Product Access Granted | Memberships | Triggered when access to a product is granted to a user. |
| Product Access Removed | Memberships | Triggered when access to a product is removed from a user. |
| Product Completed | Memberships | Triggered when a user completes a product. |
| Stale Opportunities | Opportunities | Triggered when an opportunity remains inactive for a set period. |
| Start IVR Trigger | IVR | Triggered to start an IVR call. |
| Survey submitted | Surveys | Triggered when a survey is completed and submitted. |
| Task Added | Task | Triggered when a new task is created. |
| Task reminder | Reminder | Triggered as a reminder for a scheduled task. |
| TikTok form submit | Integrations | Triggered when a TikTok form is submitted. |
| Trigger Link Clicked | Trigger link | Triggered when a specific trigger link is clicked. |
| Number Validation | Conversations | Triggered when there’s an error validating a Twilio message. |
| Video Tracking | Media | Triggered by specific events in video tracking (e.g., played, paused). |
Task Completed | Task | Trigger when the task is completed based on assigned user or any other specification |
| Opportunity created | Opportunity | Trigger when an opportunit |
| Opportunity changed | ||
| Affiliate Created | ||
| New Affiliate Sales | ||
| Affiliate enrolled in campaign | ||
| Category Started | ||
| Lesson Started | ||
| Lesson completed | ||
| Product Started | ||
| Payment Received | Payments | Trigger when a payment is recieved |
| Order Submitted | Trigger when an order is submitted | |
| Documents & Contracts | ||
| Subscription | Payments | Trigger related to subscription status changes. |
| Refund | Payments | Trigger when there is a refund |
| Facebook – Comment(s) on a Post | ||
| Instagram – Comment(s) on a Post | ||
| Group Access Granted | Communities | Trigger when a contact is granted group access |
| Group Access Revoked | Communities | Trigger when a contact is group access is revoked |
| Certificates Issued | ||
| Contact Engagement Score | Contact | Trigger based on the Contact’s engagement score criteria |
Funnel/Website PageView | Funnels | Trigger when someone views the specified funnel or website page |
| LinkedIn Lead Form Submitted | Integrations | Trigger when the Lead form is submitted based on the specified page |
Action
Action: An action is the task performed in response to a trigger. For instance, once an email is received (trigger), the system might automatically save its attachment to a cloud storage service (action).
| Name | Group | Explanation |
| Create Contact | Contact | Create a new contact or update an existing contact’s details. |
| Find Contact | Contact | Search for a contact based on specified criteria. |
| Update Contact Field | Contact | Modify specific fields in a contact’s record. |
| Add Contact Tag | Contact | Add a tag to a contact to categorize them. |
| Remove Contact Tag | Contact | Remove a tag from a contact. |
| Assign User | Contact | Assign a contact to a specific user. |
| Remove Assigned User | Contact | Remove the user assignment from a contact. |
| Edit Conversation | Conversations | Make changes to an existing conversation thread. |
| DND Contact | Contact | Mark a contact as Do Not Disturb to stop communication. |
| Add Notes | Notes | Add a note to a contact’s record. |
| Task Notification | Notifications | Send a notification about a task. |
| Copy Contact To Sub account | Contact | Copy a contact’s information to a sub account. |
| Communication | Send an email to a contact. | |
| SMS | Communication | Send an SMS message to a contact. |
| Slack Message | Communication | Send a message via Slack. |
| Call | Communication | Initiate a phone call to a contact. |
| Voicemail | Communication | Leave a voicemail for a contact. |
| Messenger | Social Media | Send a message via Facebook Messenger. |
| Instagram DM | Social Media | Send a direct message on Instagram. |
| Manual SMS | Communication | Manually send an SMS message. |
| Manual Call | Communication | Manually initiate a phone call. |
| GMB | Communication | Post updates to Google My Business. |
| Internal Notification | Notifications | Send an internal notification to team members. |
| Review Request | Communication | Send a request for a review. |
| Conversation AI | AI Communication | Use AI to handle conversations. |
| FB Interactive Messenger | Social Media | Use interactive features in Facebook Messenger conversations. |
| IG Interactive Messenger | Social Media | Use interactive features in Instagram Messenger conversations. |
| Reply In Comments | Social Media | Respond to a comment on social media. |
| Appointment Booking Conversation AI Booking Bot | AI Communication | Use AI to book Appointments |
| Webhook | Integrations | Send data to a specified URL via a webhook. |
| Custom Webhook | Integrations | Send custom data to a specified URL via a webhook. |
| Google Sheets | Integrations | Interact with Google Sheets (e.g., add or update rows). |
| If Else | Logic | Perform actions based on conditional logic. |
| Wait | Workflow Control | Pause the workflow for a specified duration. |
| Workflow Goal | Workflow Control | Set a goal within a workflow to track progress. |
| Workflow Split | Workflow Control | Split the workflow into multiple paths. |
| Update Custom Value | Data Management | Update custom values or variables. |
| Goto | Workflow Control | Jump to a specific step in the workflow. |
| Date time Formatter | Data Management | Format date and time values. |
| Number Formatter | Data Management | Format numeric values. |
| Math Operation | Data Management | Perform mathematical operations. |
| Event Start Date | Data Management | Set or update the start date of an event. |
| Add To Workflow | Workflow Control | Add a contact to a specific workflow. |
| Remove From Workflow | Workflow Control | Remove a contact from a specific workflow. |
| Array Functions | Data Management | Perform operations on arrays. |
| Drip | Communication | Send a series of messages (drip campaign). |
| Text Formatter | Data Management | Format text values. |
| Custom Code | Integrations | Run custom code snippets. |
| GPT Powered by OpenAI | Workflow AI | Use ChatGPT for generating responses or content. |
| GPT History | Workflow AI | Use GPT History so that GPT actions retain the prompts and outputs of |
| Appointment Booking Conversation AI Bot | AI Communication | Use AI to handle appointment bookings. |
| Send To Eliza | AI Communication | Send data to the Eliza AI bot for processing. |
| Update Appointment Status | Appointment | Change the status of an appointment. |
| Create Opportunity | Opportunities | Create a new sales opportunity. |
| Remove Opportunity | Opportunities | Delete an existing sales opportunity. |
| Stripe One Time Charge | Payments | Process a one-time charge via Stripe. |
| Google Analytics | Integrations | Send data to Google Analytics. |
| Google Adword | Integrations | Interact with Google AdWords for advertising purposes. |
| Facebook Add To Custom Audience | Integrations | Add a contact to a Facebook Custom Audience. |
| Facebook Remove From Custom Audience | Integrations | Remove a contact from a Facebook Custom Audience. |
| Facebook Conversion API | Integrations | Send conversion data to Facebook via API. |
| Add To Affiliate Manager | Integrations | Add a contact to the affiliate management system. |
| Update Affiliate | Integrations | Update an affiliate’s details. |
| Add To Affiliate Campaign | Integrations | Add a contact to an affiliate campaign. |
| Remove From Affiliate Campaign | Integrations | Remove a contact from an affiliate campaign. |
| Membership Grant Offer | Memberships | Grant access to a membership offer. |
| Membership Revoke Offer | Memberships | Revoke access to a membership offer. |
| IVR Gather | IVR | Collect input from a caller using IVR. |
| IVR Say/Play | IVR | Play a message to a caller using IVR. |
| IVR Connect Call | IVR | Connect a caller to another phone number using IVR. |
| IVR End Call | IVR | End a call using IVR. |
| IVR Record Voicemail | IVR | Record a voicemail from a caller using IVR. |
Delete Contact | ||
| Modify Contact Engagement Score | ||
| Add Contact Followers | ||
Remove Contact Followers WhatsApp | ||
| Send Live Chat Message | ||
| Log External Call | ||
| WhatsApp: Customer Service | ||
| Customer service window check | ||
| Generate One Time Booking Link | Communication | To check wether there is an active conversation with the contact |
| Send Invoice | ||
| Send Documents & Contracts | ||
| Add Leads under an Affiliate | ||
| Add manual sales for an Affiliate | ||
| Communication | Sends a whatsapp message to the contact | |
| Issue certificate |
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