List of Workflow Actions in Kyrios

This article is for users building or editing workflows who need a complete reference of available workflow actions and when to use each one.

You can add actions to any workflow from the workflow builder using the plus (+) icon.

Steps:

Contact actions modify CRM contact records directly.

Creates a new contact record in Kyrios using provided field data.

Searches for an existing contact using matching criteria such as email or phone number.

Updates one or more fields on a contact record.

Adds or removes tags used for segmentation and automation logic.

Assigns or unassigns a contact to a specific user.

Marks conversations as read or unread, or archives/unarchives them.

Turns Do Not Disturb on or off for the contact.

Adds an internal note to the contact timeline.

Creates a task associated with the contact.

Duplicates a contact into another sub-account.

Permanently removes a contact from the system.

Increases or decreases the engagement score used for prioritization.

Manages which users follow the contact.

Communication actions send messages or manage conversations.

Sends an automated or personalized email.

Sends a text message to the contact.

Initiates an outbound call and routes it to a user if answered.

Drops a pre-recorded voicemail without ringing the contact.

Creates a task requiring a user to manually send a message or make a call.

Notifies internal users of workflow events.

Sends an automated review request message.

Uses AI to manage inbound conversations automatically.

Sends or responds to messages and comments on supported social channels.

Responds to a live chat conversation.

Logs calls made through third-party calling tools.

Books appointments through conversational AI.

Send data from Kyrios to external systems or internal tools.

Sends structured data to an external endpoint.

Finds, creates, or updates spreadsheet rows.

Finds forms or responses by ID or name and retrieves submission data.

Logic and control actions used to manage workflow flow.

Routes contacts based on conditions.

Pauses the workflow for a set time or until a condition is met.

Skips contacts to a defined point when criteria are met.

Randomly divides contacts into multiple paths.

Redirects the workflow to another step or workflow.

Updates stored custom values dynamically.

Formats and compares date fields.

Formats numeric values.

Performs calculations using numbers or dates.

Processes lists of values as a group.

Limits how many contacts move through the workflow at a time.

Transforms text into a specified format.

Runs custom scripts for advanced logic.

Generates AI-driven content or responses during workflow execution.

Enrolls contacts into AI-driven appointment booking flows.

Transfers the contact to the Eliza Agent Platform.

Creates appointments using fixed or flexible availability.

Updates appointment state such as completed, rescheduled, or no-show.

Creates a secure, single-use booking link.

Creates or updates pipeline opportunities.

Searches for an opportunity using matching values.

Deletes opportunities from one or more pipelines.

Adds or removes owners and followers.

Processes a one-time payment using a Stripe customer ID.

Sends an invoice to the contact.

Sends a price estimate automatically.

Sends documents or contracts from templates.

Sends contact data for analytics tracking.

Adds or removes contacts from advertising audiences.

Sends conversion events for ad tracking.

Adds affiliates, updates details, assigns leads, or logs sales.

Manages course access for contacts.

Gathers input, plays messages, routes calls, records voicemail, or ends calls.

Grants or revokes group and private channel access.

Awards points to community members.

Emails a certificate generated from a selected template.

Creates a task within a project using workflow automation.

Can I use multiple workflow actions in one workflow?
Yes. A single workflow can include unlimited actions across multiple categories.

Can workflows move contacts between workflows?
Yes. Contacts can be added to or removed from other workflows automatically.

Can I customize messages sent by actions?
Yes. Message content is fully editable within each action’s settings.

Can workflows integrate with external tools?
Yes. Webhooks and native integrations allow data to flow between Kyrios and external systems.