Workflow Actions

Workflow Action: AI Appointment Booking Bot

Workflow Action: AI Appointment Booking Bot If High Leads Pro is enabled with this feature, you can use the conversational tool within your workflows to automate boo ...

Workflow Action: Update Affiliate

Workflow Action: Update Affiliate In this article, we will walk through how to use the Update Affiliate workflow action. This is useful to automate adding Affiliates to the Affi ...

Workflow Action: Course Revoke Offer

Workflow Action: Course Revoke Offer The Course Revoke Offer Workflow Action allows you to create a workflow that automatically revokes a Course offer from any contact that is a ...

Workflow Action: Remove Opportunity

Workflow Action: Remove Opportunity In this article, you will learn how to set up the Workflow Action: Remove Opportunity, and how it functions. The Remove Opportunity Workflow ...

Workflow Action: Send To Eliza Agent Platform

Workflow Action: Send To Eliza Agent Platform The Send to Eliza Agent Platform Workflow Action can let you create a workflow that will automatically send contacts th ...

Workflow Action: Math Operation

Workflow Action: Math Operation The Math Operation action will allow you to make calculations based on what is in a particular field and update fields with the output. Follow th ...

Workflow Action: Add Contact Tag

Workflow Action: Add Contact Tag This article will explain how to set up a Contact Tag Workflow trigger, what it can be used for, and why. Navigation Go to automations>wo ...

Workflow Action: Manual Call Event

Workflow Action: Manual Call Event The Manual Call Event creates a queue so someone logs into High Leads Pro, they can view a call list and utilize the call function to call thr ...

Workflow Action: Remove From Affiliate Campaign

Workflow Action: Remove From Affiliate Campaign In this article, we will walk through how to use the Remove From Affiliate Campaign workflow action. This is useful to automate r ...

Workflow Action: Call

Workflow Action: Call The Call Action in workflows can be a valuable tool in many applications. You can use this to connect with clients and leads throughout your funnels and ot ...

Workflow Action: Text Formatter

Workflow Action: Text Formatter The Text Formatter action in the Workflow Builder offers users the ability to manipulate and format text within their workflows with ease. From c ...

Workflow Action: Log External Call

Workflow Action: Log External Call This feature enhances your CRM capabilities: the ability to log external calls using workflows! It streamlines tracking customer interactions, ...

Workflow Action: Set Contact DND

Workflow Action: Set Contact DND In this article, we'll delve into the Set Contact DND action, which enables users to mark a contact as DND (Do Not Disturb). This feature is par ...

Workflow Action: Send Review Request

Workflow Action: Send Review Request In this article, you will learn how to properly set up the Workflow Action: Send Review Request and where to navigate if you want to customi ...

Workflow Action: Update Appointment Status

Workflow Action: Update Appointment Status In this article, you will learn more about the Update Appointment Status action. This action will allow you to update the appointmen ...

Workflow Action: Respond On Comment for Facebook and Instagram

Workflow Action: Respond On Comment for Facebook and Instagram Responding to comments on social media platforms like Facebook and Instagram is crucial for engaging with your aud ...

Workflow Action: Add Task

Workflow Action: Add Task Adding a task to contact an assigned user can be automated. For example, you could add the tag “ultimate task” to a contact, which would ca ...

Workflow Actions: Add to Google Adwords

Workflow Actions: Add to Google Adwords The Add to Google Adwords Workflow Action allows you to fire a conversion event in Google Ads within a workflow. In order for this Action ...

WhatsApp: Customer Service Window Check

WhatsApp: Customer Service Window Check In this article, we will explore the WhatsApp: Customer Service Window Check Workflow Action, a powerful tool for managing automated work ...

Workflow Action: Number Formatter

Workflow Action: Number Formatter The Number Formatter Action encompasses five essential features: Text to Number, Format Number, Format Phone Number, Format Currency, and Rando ...

Workflow Action: Add to Affiliate Manager

Workflow Action: Add to Affiliate Manager In this article, we will walk through how to use the Add To Affiliate Manager workflow action. This is useful to automate adding Affili ...

Workflow Action: Facebook - Remove From Custom Audience

Workflow Action: Facebook - Remove From Custom Audience In the article you will learn how to properly set up the Workflow Action: Facebook - Remove From Custom Audie ...

Workflow Action: Split

Workflow Action: Split This action will allow you to test different marketing communication and actions with your users. You can use this feature to divide your contacts into mo ...

Workflow Action: Remove Opportunity

Workflow Action: Remove Opportunity In this article, you will learn how to set up the Workflow Action: Remove Opportunity, and how it functions. The Remove Opportunity Workflow ...

Workflow Action: Add Manual Sales for an Affiliate

Workflow Action: Add Manual Sales for an Affiliate To ensure effortless tracking and rewarding of affiliate activities, automating manual sales attribution can significantly enh ...

Workflow Action: Add To Notes

Workflow Action: Add To Notes Adding a note to a specific contact can be automated. Let’s say that your lead submitted a form with a custom field and you want that informa ...

Workflow Action: Update Custom Value

Workflow Action: Update Custom Value In this article, we will briefly show how to use the Update Custom Value action in Workflows to update a custom value Navigatio ...

Workflow Action: Modify Contact Engagement Score

Workflow Action: Modify Contact Engagement Score This feature enables users to directly influence a contact's Engagement Score, providing a flexible approach to engagement manag ...

Workflow Action: Remove Assigned User

Workflow Action: Remove Assigned User The Remove Assigned User Workflow Action removes any assigned user from a contact that is added to the workflow, leaving the contact withou ...

Workflow Action: Instagram DM

Workflow Action: Instagram DM In the article you will learn how to set up the Workflow Action: Instagram DM Please Note: You will need to have integrated Facebook and Instagram ...

Workflow Action: Add Leads Under an Affiliate

Workflow Action: Add Leads Under an Affiliate The workflow action "Add Leads Under an Affiliate" enables businesses to automate the assignment of leads to specific affiliates, e ...

Workflow Action: Manual SMS

Workflow Action: Manual SMS The Manual SMS Action within a workflow allows users to create a task to send a personalized SMS message to a lead at a time that suits them. This fe ...

Workflow Action: Go To

Workflow Action: Go To The “Go To” action in workflows is a powerful tool that allows you to redirect a contact to a different point within a workflow. This feature ...

Workflow Action: Facebook Interactive Messenger

Workflow Action: Facebook Interactive Messenger Facebook Interactive Messenger is a feature within the Workflow Builder toolkit, designed to facilitate customer engagement on Fa ...

Workflow Action: Remove Contact Tag

Workflow Action: Remove Contact Tag In this article, you will learn more about the Remove Contact Tag action. This action will allow you to remove tags that your leads current ...

Workflow Action: Conversation AI

Workflow Action: Conversation AI Conversation AI refers to the use of artificial intelligence to manage and streamline conversations between a bot and users, providing automated ...

Workflow Action: Add To Affiliate Campaign

Workflow Action: Add To Affiliate Campaign In this article, we will walk through how to use the Add To Affiliate Campaign workflow action. This is useful to automate ...

Workflow Action: Send SMS

Workflow Action: Send SMS In this article, you will learn how to send clients SMS messages as well as different add-on actions that can be implemented. Select the “Add ...

Workflow Action: If/Else

Workflow Action: If/Else Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows with an ...

Workflow Action: Send Internal Notification

Workflow Action: Send Internal Notification In this article, you will learn how to send an internal notification, select who receives the notification, and an example if they sc ...

Workflow Action: Update Contact Field

Workflow Action: Update Contact Field The update contact field action in workflows allows you to update the value of a specific field for a contact. With this action, you can sp ...

Workflow Action: Remove From Workflow

Workflow Action: Remove From Workflow The Remove Workflows Action enables users to automatically remove contacts from one or multiple workflows in. This article will give you an ...

Workflow Action: Set Event Start Date

Workflow Action: Set Event Start Date The Event Start Date action allows you to build automation around a specific date & time. Once you set the Event Start Date, the items ...

Workflow Action: Create/Update Opportunity

Workflow Action: Create/Update Opportunity The Create/Update Opportunity Workflow Action allows you to set up a workflow that will automatically create or update an ...

Using WhatsApp Delivery Status in Workflows

Using WhatsApp Delivery Status in Workflows WhatsApp Delivery Status in Workflows You can now send WhatsApp messages from a workflow, wait for their delivery, and add condition ...

Workflow Action: Webhook

Workflow Action: Webhook Using a webhook with Zapier or in advanced cases, other programs using API management solutions is possible with Clixlo. With webhooks, you can export/i ...

Workflow Action: GMB Messaging

Workflow Action: GMB Messaging In the article you will learn how to properly set up the Workflow Action: GMB Messaging and be given an example of its custom values Please Note: ...

Workflow Action: Add Contact Follower

Workflow Action: Add Contact Follower The "Add Contact Follower" action integrates seamlessly into workflows, enabling users to automate adding followers to contact profiles. Wh ...

How to Use Contact Engagement Score Workflow Actions and Triggers

How to Use Contact Engagement Score Workflow Actions and Triggers In today's fast-paced digital landscape, effective customer engagement is crucial for business succ ...

Workflow Action: Facebook - Add To Custom Audience

Workflow Action: Facebook - Add To Custom Audience This workflow action allows you to automatically add contacts to a designated Facebook Custom Audience based on specific workf ...

Workflow Action: Messenger

Workflow Action: Messenger In the article you will learn how to properly set up the Workflow Action: Messenger Note: you must have a Facebook business profile already integra ...

Workflow Action: Facebook - Conversion API

Workflow Action: Facebook - Conversion API If you are currently managing Facebook ads, using the Facebook Conversions API with High Leads Pro's Workflow feature can significantl ...

Workflow action: End IVR Call

Workflow action: End IVR Call A recent update introduces a new workflow action called End IVR Call, aimed at providing flexibility and control over Interactive Voice ...

Workflow Action: Instagram Interactive Messenger

Workflow Action: Instagram Interactive Messenger Instagram Interactive Messenger is a feature within the Workflow Builder toolkit, designed to facilitate customer en ...

Workflow Action: Send Email

Workflow Action: Send Email In this article, you will learn more about the Send Email action. This action will allow you to send follow-up emails with your leads. ...

Workflow Action: Voicemail

Workflow Action: Voicemail In this article, we will explain the workflow action Voicemail, how to add one to a workflow, and give an example of what it can be used for. Navig ...

Workflow Action: Assign To User

Workflow Action: Assign To User Efficient lead management is crucial for any organization aiming to optimize its sales processes. One effective strategy is to use workflows to a ...

Workflow Action: Add To Google Analytics

Workflow Action: Add To Google Analytics The Add to Google Analytics Workflow Action allows you to create a workflow that will automatically fire a Google Analytics event. In or ...

Workflow Action: Remove Contact Follower

Workflow Action: Remove Contact Follower The "Remove Contact Follower" action seamlessly integrates into workflows, facilitating the automated removal of followers from contact ...

Workflow Action: Wait

Workflow Action: Wait Using the Wait action in the Workflow Builder allows you to hold Contacts before advancing to the next Workflow step. This can be useful for many reasons, ...

Workflow Action: Add To Workflow

Workflow Action: Add To Workflow In this guide, we'll walk you through how to use the "Add to Workflow" action, an essential tool that helps automate customer journeys and ensur ...

Workflow Action: Issue Certificate

Workflow Action: Issue Certificate The "Issue Certificate" workflow action simplifies the process of certificate issuance by automating it based on predefined triggers. This enh ...

Workflow Action: Send Internal Notification

Workflow Action: Send Internal Notification Internal notifications are essential for staying informed about key activities in High Leads Pro, such as appointment bookings, form ...