Automations
Build workflows, and look up every trigger and action.
Building workflows
Section titled “Building workflows”- Getting Started with Workflows
- Introduction to Workflows and Automations
- Trigger Links - Overview
- Triggers - Overview
- Understanding Workflow Behaviour with SMS and Customer Replies
- Workflow Settings - Overview
- Create Task Event In Campaigns
- A List of Workflow Actions
- Comprehensive workflow stats
- Conversation AI Post-Appointment Booking Actions
- Custom Webhook Action – Secure Credential Management
- Discover button - Workflows
- Duplicating Triggers
- Execution Logs & Enrolment History Enhancements
- Facebook & Instagram comment automation
- Facebook comments + Workflow AI
- GPT 4 Models - Workflow AI
- Guide to Custom Webhook Workflow Action
- Guide to Date/Time Formatter Workflow Action
- Guide to Slack Workflow Action
- History for GPT actions (AI Memory Key)
- How To Attach Files to MMS Using Custom Values
- How to Automatically Assign Users to Leads In Workflows
- How to fetch product details purchased by customers in workflows
- How to handle multiple rows in Google Sheets
- How to Restore Deleted Workflow
- How To Send New Membership Users Custom Emails With Their Login Information
- How to use Email Template Builder in the Workflow Send Email Action
- How to Use Live Chat Triggers and Actions
- How to use the Google Sheets Premium Workflow Action?
- How to use the Inbound Webhook Workflow Premium Trigger
- If Else Conditions - using AND or OR conditions
- In app call for IVR
- Interactive Voice Response (IVR) Guide - Triggers & Actions
- Multi Select for Forms, Surveys, Contains Phrase and Exact Match
- Pause Workflows on Certain Dates
- Send Contact Info To Google Sheets Via Webhooks & Zapier
- T&C Filter for Forms, Surveys & Quizzes in Workflows
- Text Formatter - How to format text the way you want
- Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)
- Workflow - Oauth2 in Custom Webhook
- Workflow Builder Walkthrough
- Workflow Folder Permission
- Workflow Notes, Action Notes & Sticky Notes
- Workflows - Advanced Filters & Smart List
- Workflows Landing Page
- Workflows Nested Folders
- Facebook & Instagram comment automation FAQs
- Issue Certificates: Triggers and Actions
Triggers
Section titled “Triggers”Appointments
Section titled “Appointments”Contacts
Section titled “Contacts”- Birthday Reminder
- Contact Changed
- Contact Created
- Contact DND
- Contact Engagement Score
- Contact Tag
- Custom Date Reminder
- Exact Match & Contains Phrase
- Note Added
- Note Changed
- Task Added
- Task Completed
- Task Reminder
Courses & communities
Section titled “Courses & communities”- Category Completed
- Courses New Sign Up
- Courses User Login ( Legacy Portal )
- Gamification/ Leaderboard triggers and actions for Community groups
- Group access granted
- Group Access Revoked
- Offer Access Granted
- Offer Access Removed
- Product Completed
Forms, surveys & pages
Section titled “Forms, surveys & pages”Messaging & calls
Section titled “Messaging & calls”Opportunities & orders
Section titled “Opportunities & orders”- Opportunity Changed
- Opportunity Created
- Opportunity status changed
- Order Form Submission
- Order Fulfilled
- Order Placed
- Order Submitted
- Order Submitted vs Order Form Submission
- Pipeline Stage Changed
- Stale Opportunities
Payments
Section titled “Payments”- Abandoned Checkout
- Estimates
- Invoice
- Payment received
- Product Access Granted
- Product Access Removed
- Refund
- Subscription
Social & ads
Section titled “Social & ads”- Facebook Comment(s) On A Post
- Facebook Lead Form Submitted
- Instagram Comment(s) On A Post
- LinkedIn Lead Form Submitted
- TikTok Form Submit
Webhooks & integrations
Section titled “Webhooks & integrations”Actions
Section titled “Actions”- Appointment Booking Conversation AI Booking Bot
- Conversation AI: Multiple Messages in One Workflow
- Custom Code AI
- GPT History
- GPT Powered by OpenAI
Affiliates
Section titled “Affiliates”- Add Leads under an Affiliate
- Add Manual Sales For An Affiliate
- Add To Affiliate Campaign
- Add To Affiliate Manager
- Remove From Affiliate Campaign
- Update Affiliate
Appointments
Section titled “Appointments”Contacts
Section titled “Contacts”- Add Contact Follower
- Add Contact Tag
- Add to Notes
- Create an Associated Record for Contact
- Create Contact
- Assign To User
- Clear Fields of Associated Record for Contact
- Copy Contact To Account
- Delete Contact
- DND Contact
- Find Contact
- Modify Contact Engagement Score
- Remove Assigned User
- Remove Contact Follower
- Remove Contact Tag
- Update an Associated Record for Contact
- Update Contact Field
- Update Contact Field - Date type field
Courses & communities
Section titled “Courses & communities”Data, formatting & logic
Section titled “Data, formatting & logic”- Add to Workflow
- Array Functions (Premium)
- Date/Time Formatter
- Go To
- If/Else
- If/Else Workflow Action - Appointment Filter Options
- Math Operation
- Number Formatter
- Remove from Workflow
- Set Event Start Date
- Split
- Update Custom Values
- Wait
Messaging & calls
Section titled “Messaging & calls”- Call
- Drip
- Edit Conversation
- Internal notification
- Log External Call
- Manual Call
- Manual SMS
- Review Request
- Send Email
- Send SMS
- Slack Message
- Task Notification
- Voicemail
- WhatsApp Customer Service Window Check
Opportunities & orders
Section titled “Opportunities & orders”- Add Follower(s) to Opportunity
- Add Owner to Opportunity
- Create Opportunity
- Create/Update Opportunity
- Find Opportunity
- Remove Followers from Opportunity
- Remove Opportunity
- Remove Owner from Opportunity
- Update Opportunity
Payments
Section titled “Payments”Social & ads
Section titled “Social & ads”- Facebook Interactive Messenger
- GMB
- Instagram DM
- Instagram Interactive Messenger
- Messenger
- Reply In Comments
Webhooks & integrations
Section titled “Webhooks & integrations”- Add To Google AdWords
- Add To Google Analytics
- Custom Code
- Custom webhook
- Google Sheets
- Marketplace Workflow Actions
- Webhook
Troubleshooting
Section titled “Troubleshooting”Can't find what you need? Call or text +1 787 665-9212 or email support@stackapp.co.© Stack · Privacy · Terms