What Is a Workflow Trigger
A trigger is the event that starts a workflow. A workflow does not run until its trigger condition is met.
Examples:
Form submitted
Contact created or updated
Pipeline stage changed
A trigger always appears at the top of a workflow.
Use Case 3: Search Typeform Responses After a Pipeline Stage Change
Use this workflow when a pipeline stage change should check whether a Typeform response already exists.
Workflow setup:
What Is a Workflow Action
A workflow action is a step that runs after the trigger.
Actions perform tasks such as:
Updating contact data
Sending messages
Creating opportunities
Running logic or conditions
Actions execute in the order they appear in the workflow.
Where to Add Actions in the Workflow Builder
Actions are added directly inside the workflow builder.
Click the + (Add Action) icon below a trigger or step
The Actions panel opens on the right
Search or select an action
Configure the action
Save
Action Categories Overview
Workflow actions are grouped into categories to help you find them quickly. Each category contains actions designed for a specific function.
Contact Actions
Manage and update contact records.
Common actions:
Create or find contacts
Update contact fields
Add or remove tags
Assign contacts to users
Add notes or tasks
Use Contact actions when you need to store, update, or organize contact data.
Communication Actions
Send messages and interact with contacts.
Common actions:
Send Email
Send SMS
Send WhatsApp or social messages
Send Internal Notifications
Make calls
Use Communication actions when you need to contact leads or notify your team.
Send Data Actions
Send or sync data with external systems.
Common actions:
Webhook
Google Sheets
Use Send Data actions when integrating with external tools or exporting data.
Internal Tools Actions
Control workflow logic and structure.
Common actions:
If/Else (conditions)
Wait steps
Split testing
Go To (jump between workflows)
Remove from workflow
Use Internal Tools when building logic, branching, or timing automation.
Workflow AI Actions
Use AI inside workflows.
Common actions:
AI Prompt
Use this category to generate automated responses or content using AI.
Eliza Actions
Use Eliza AI services for automation.
Common actions:
AI appointment booking
Send to Eliza platform
Use Eliza actions when automating conversations or bookings with AI agents.
Appointments Actions
Manage calendar bookings.
Common actions:
Update appointment status
Generate booking links
Use these when working with scheduling and calendar automation.
Opportunities Actions
Manage pipeline deals.
Common actions:
Create or update opportunities
Remove opportunities
Use these to automate sales pipeline movement.
Payments Actions
Handle billing and transactions.
Common actions:
Send invoices
Charge customers
Send contracts
Use Payments actions for financial workflows.
Marketing Actions
Manage advertising and tracking.
Common actions:
Add to ad audiences
Send conversion data
Use Marketing actions for ad tracking and audience targeting.
Affiliate Actions
Manage affiliate programs.
Common actions:
Add or update affiliates
Assign to campaigns
Use these for affiliate tracking and management.
Courses Actions
Manage course access.
Common actions:
Grant course access
Revoke course access
Use Courses actions for membership or learning workflows.
IVR Actions
Control voice and call automation.
Common actions:
Gather input
Play messages
Route calls
Record voicemail
Use IVR actions when building phone-based workflows.
Communities Actions
Manage community access.
Common actions:
Grant access
Revoke access
Use these when controlling access to community groups.
Common Issues and Fixes
Cannot find an action
Use the search bar in the Actions panel. Actions are grouped by category.
Action is not working
Check:
Required fields are filled
The correct contact data is available
Execution Logs for errors
Workflow does not run
Confirm:
Trigger conditions are correct
Workflow is published
Contact meets trigger conditions
FAQ
What is the difference between a trigger and an action?
A trigger starts the workflow. An action runs after the trigger and performs a task.
Can a workflow have multiple triggers?
Yes. Multiple triggers can enroll contacts into the same workflow.
Do actions run at the same time?
No. Actions run sequentially from top to bottom unless branching is used.
Can I reorder actions?
Yes. Actions can be rearranged within the workflow builder.
What happens if an action fails?
The failure is logged in Execution Logs. Review the error and fix the configuration.