Workflow Actions

Configure actions that occur inside workflows.

99 articles

AI Actions in Workflows Are Now More PowerfulWorkflow AI Actions now use an upgraded AI model that improves accuracy, context understanding, and output quality across all AI-powered workflow actions without requiring any changes to existing workflows.
Workflow Action: Add & Remove Associated Records from WorkflowsThe Add Associated Records to Workflow and Remove Associated Records from Workflow actions automatically enroll or unenroll related contacts, companies, or custom object records into workflows based on their defined…
If/Else Action: Dynamic Custom Value Picker (Expanded Field Support)The Dynamic Custom Value Picker in the If/Else action now supports numeric, date, select/dropdown, and monetary fields, allowing workflows to branch dynamically using live values instead of hard-coded inputs.
Workflows: CC/BCC Support in Internal Email NotificationsInternal Email Notifications in Kyrios workflows now support CC and BCC recipients, allowing internal emails to include additional stakeholders without duplicating notifications.
Contact Changed Trigger: Address Fields SupportThe Contact Changed trigger now supports address-related fields, allowing workflows to start automatically when a contact’s Street Address, City, Country, or Postal Code changes.
Workflows: SMS and Email Channel Control for Invoice and Estimate ActionsThe Send Invoice, Send Estimate, and Send Recurring Invoice workflow actions now include a Channel selector, allowing invoices and estimates to be sent by Email, SMS (Text), or both without…
Workflow Action: Send Recurring InvoiceThe Send Recurring Invoice workflow action automatically schedules and sends invoices to contacts on a defined recurring schedule, with configurable start dates, frequencies, end rules, and optional automatic payment collection.
Email Action AI: Generate Emails Using Artificial IntelligenceEmail Action AI allows users to generate complete email content—including subject and body—directly inside a workflow using artificial intelligence, based on a short written prompt and optional tone selection.
Workflow Action: Send Documents & ContractsThe Send Documents & Contracts workflow action automatically creates and sends document or contract templates to contacts through Email, SMS, or both, with support for draft review, dynamic sender assignment,…
Workflow Action: Find ContactThe Find Contact workflow action searches your Kyrios contact database using standard or custom fields and allows workflows to continue differently depending on whether a matching contact is found.
Workflow Action: Create Appointment NoteThe Create Appointment Note workflow action automatically adds notes to appointments using appointment-based triggers or inbound webhook data.
Workflow Action: Book AppointmentThe Book Appointment workflow action automatically schedules calendar appointments using fixed or dynamic date and time values, with optional availability overrides, directly from a Kyrios workflow.
Workflow Action: Add to Affiliate ManagerThe Add to Affiliate Manager workflow action converts an existing Kyrios contact into an affiliate automatically when a workflow reaches this step.
WhatsApp: Customer Service Window CheckThe WhatsApp: Customer Service Window Check workflow action identifies whether a contact’s 24‑hour WhatsApp customer service window is open or closed.
Workflow Action: Add Contact TagThe Add Contact Tag workflow action applies one or more tags to a contact record automatically, enabling structured segmentation, automation triggers, and targeted follow-up across Kyrios.
WhatsApp Automation Recipes in WorkflowsUse WhatsApp workflow recipes to send messages, wait for delivery status, and automatically fail over to SMS or email when WhatsApp delivery fails.
Workflow Action: Remove Contact TagUse the Remove Contact Tag action in workflows to remove specific tags or all tags from a contact based on automation logic.
Workflow Action: Add to Google AnalyticsUse the Add to Google Analytics action to fire Google Analytics events directly from a workflow when specific triggers occur.
Workflow Action: Log External CallUse the Log External Call action with an Inbound Webhook workflow to automatically record inbound and outbound calls from third-party calling systems inside Kyrios
Workflow Action: Add Manual Sales for an AffiliateThe Add Manual Sales for an Affiliate workflow action records manual affiliate sales and automatically calculates commissions based on the selected affiliate campaign.
Workflow Action: Add Leads Under an AffiliateThe Add Leads Under an Affiliate workflow action assigns contacts as leads to an affiliate using manual selection, attribution tracking, or custom affiliate ID mapping.
Workflow Action: End IVR CallThe End IVR Call workflow action immediately disconnects an IVR call, optionally playing a final message or audio before ending the call.
Workflow Action: Facebook Interactive MessengerThe Facebook Interactive Messenger workflow action sends automated Facebook or Instagram messages (DMs or comment replies via DM) with buttons, quick replies, and attachments based on customer interactions.
Workflow Action: Remove Contact FollowersThe Remove Contact Followers workflow action automatically removes one or more assigned users as followers from a contact record.
Workflow Action: Send EmailThe Send Email workflow action sends automated, customizable emails to contacts using quick compose, AI-generated content, or reusable email templates.
Workflow Action: Add Contact FollowersThe Add Contact Followers workflow action automatically assigns one or more internal users as followers to a contact record.
Workflow Action: Respond On Comment (Facebook & Instagram)Automatically reply to Facebook and Instagram post comments using workflows to increase engagement and start conversations at scale.
Workflow Action: Instagram Interactive MessengerInstagram Interactive Messenger lets you automatically send Instagram DMs or DM replies to comments directly from workflows to drive conversations, capture leads, and guide next actions.
Workflow Action: Text FormatterUse the Text Formatter workflow action to clean, transform, and standardize text values before they are used in other workflow steps.
Workflow Action: Issue CertificateAutomate certificate and badge issuance based on events like course completion or achievements.
Workflow Action: Assign To UserUse the Assign To User workflow action to automatically assign a contact to one or more users (including round-robin distribution) and optionally notify the assigned user when a new contact…
Workflow Action: CallThe Call workflow action automatically places a phone call to a user or company number when a workflow event occurs, with configurable whisper messages, timeouts, and voicemail behavior.
Workflow Action: Send Internal NotificationThe Send Internal Notification workflow action sends automated alerts to users through email, SMS, WhatsApp, or in-app notifications when workflow events occur.
Workflow Action: Send SMSUse the Send SMS workflow action to deliver personalized text messages to contacts automatically at specific points in a workflow.
Workflow Action: Eliza AI Appointment BookingUse the Eliza AI Appointment Booking workflow action to automatically hold a conversation with a contact and book an appointment on a selected calendar.
Workflow Action: Add to WorkflowUse the Add to Workflow action to immediately enroll a contact into another workflow and continue their automation journey without manual intervention.
Workflow Action: Add to NotesUse the Add to Notes workflow action to automatically write information into a contact’s Notes timeline when a workflow runs.
Workflow Action: Add TaskUse the Add Task workflow action to automatically create tasks for users when a workflow runs, ensuring timely follow-up and internal accountability.
Workflow Action: Math OperationUse the Math Operation workflow action to perform automated calculations on numeric, monetary, and date fields and store the result in another field.
Workflow Action: Manual SMSUse the Manual SMS workflow action to create a task that prompts a user to manually review and send an SMS message to a contact at the right time.
Workflow Action: Update Custom ValueThe Update Custom Value workflow action automatically changes a system-level custom value when a workflow runs.
Workflow Action: Manual Call EventThe Manual Call Event workflow action creates a call queue that allows assigned users to manually call contacts from a structured list using the Kyrios dialer.
Wait Action: Major RevampThe Wait action has been completely redesigned with a new intent-based setup experience, recurring schedules, AI-powered configuration, dynamic wait durations, and simplified date-based waits.
Workflow Action: Go ToThe Go To action reroutes a contact to a specific step elsewhere in the same workflow, allowing you to reuse logic and control flow without duplicating actions.
Workflow Action: Set Event Start DateThe Set Event Start Date action defines a reference date and time inside a workflow, enabling time-based automation such as reminders, follow-ups, and post-event actions using Wait steps.
Workflow Action: Remove OpportunityThe Remove Opportunity workflow action deletes one or more opportunities from a pipeline automatically based on how the workflow is configured.
Workflow Action: Remove From WorkflowThe Remove From Workflow action automatically unenrolls a contact from one or more workflows based on how the action is configured.
Workflow Action: Remove Assigned UserThe Remove Assigned User workflow action clears any assigned user from a contact, leaving the contact unassigned.
Workflow Action: MessengerThe Messenger workflow action sends an automated Facebook Messenger message to a contact directly from a workflow.
Workflow Action: Course Revoke OfferThe Course Revoke Offer workflow action removes a contact’s access to a selected course or membership offer automatically when they reach that step in a workflow.
Workflow Action: Instagram DMThe Instagram DM workflow action sends an automated direct message to a contact through Instagram when they reach a specific step in a workflow.
Workflow Action: Update Appointment StatusThe Update Appointment Status workflow action automatically changes the status of an existing appointment when a contact reaches a specific step in a workflow.
Workflow Action: Set Contact DNDThe Set Contact DND workflow action enables or disables Do Not Disturb (DND) for a contact, preventing messages from being sent on all or selected communication channels.
Workflow Action: Send To Eliza Agent PlatformThe Send To Eliza Agent Platform workflow action automatically sends contacts to the Eliza Agent Platform and applies the configured Eliza tag for AI-driven engagement.
Workflow Action: Update AffiliateThe Update Affiliate workflow action automatically marks a contact as an active or inactive affiliate inside the Affiliate Manager.
Workflow Action: VoicemailThe Voicemail workflow action automatically drops a pre-recorded voicemail to a contact as part of a workflow sequence.
Workflow Action: Facebook – Add To Custom AudienceThe Facebook – Add To Custom Audience workflow action automatically adds contacts to a selected Facebook Custom Audience when a workflow runs.
Create Opportunity & Update Opportunity Workflow ActionsThe Create Opportunity and Update Opportunity workflow actions give precise control over how opportunities are created and modified within pipelines, replacing the deprecated Create or Update Opportunity action.
Workflow Action: Facebook – Remove From Custom AudienceThis action automatically removes a contact from a selected Facebook Custom Audience when they reach a specific step in a workflow.
Workflow Action: Send Review RequestThe Send Review Request action automatically sends a review request to a contact via email or SMS when they reach a specific step in a workflow.
Workflow Actions: Create, Update, and Clear Fields of Associated RecordsThese workflow actions allow you to automatically create, update, or clear fields on associated custom object records from contact-based workflows, removing the need for manual data management.
Workflow Action: Modify Contact Engagement ScoreThe Modify Contact Engagement Score workflow action automatically adds or subtracts points from a contact’s Engagement Score when a workflow condition is met.
Different Workflow Actions for OpportunitiesOpportunity workflow actions in Kyrios allow automated creation, updating, assignment, tracking, and removal of opportunities within pipelines based on workflow logic.
Webhook Action Data Format Guide
Workflow Action: SplitThe Split action lets you randomly divide contacts into multiple paths within a Workflow so you can test different actions, messages, or routing strategies.
Workflow Action: WhatsApp MediaThe WhatsApp Media workflow action sends a single media file (image, video, document, or audio) to a contact during an open 24-hour WhatsApp Customer Service Window.
Appointment Conditions in If/Else Workflow ActionsAppointment conditions in the If/Else workflow action allow you to branch automation logic based on appointment reschedule status and appointment dates.
Workflow Action: Facebook Conversion APIThe Facebook Conversion API Workflow Action sends conversion events directly from Kyrios to Meta, improving attribution accuracy and reliability beyond browser-based tracking.
Workflow Action: If/ElseThe If/Else workflow action lets you route contacts through different paths based on conditions such as time, contact data, messages, tags, or appointment events.
Workflow Action: Update Contact FieldThe Update Contact Field workflow action lets you set or clear values in a contact’s fields automatically during workflow execution.
Workflow Action: WebhookThe Webhook workflow action sends data from Kyrios to an external system in real time using a GET or POST request.
Workflow Action: Number FormatterThe Number Formatter workflow action formats, converts, and generates numeric values for use across workflows, messages, conditions, and integrations.
Copy Actions to Other WorkflowsThe Copy Actions feature in Kyrios allows users to duplicate one or multiple workflow actions and paste them into other workflows to save time and maintain consistency.
Opportunity Workflow ActionsKyrios now offers a set of enhanced Opportunity workflow actions that give you precise control over how opportunities are created, updated, assigned, followed, and removed within your sales pipelines.
Workflow Action: Edit ConversationUse the Edit Conversation action to automatically mark conversations as read or unread and archive or unarchive them in workflows.
Workflow Action: Edit ConversationAutomatically mark conversations as read or unread and archive or unarchive them using the Edit Conversation workflow action.
List of Workflow Actions in KyriosWorkflow actions in Kyrios define what happens after a workflow trigger fires, such as sending messages, updating CRM data, booking appointments, or integrating with external tools.
Find Contact: Additional Email & Phone SearchThe Find Contact workflow action now supports searching secondary (additional) email addresses and phone numbers stored on a contact record.
Generate Marketing Audit Reports via WorkflowsYou can now generate Marketing Audit Reports automatically inside Workflows for any lead source — not just leads created through the Prospecting Tool.
Connect Call (IVR) Action: Call WhisperCall Whisper allows the Connect Call (IVR) workflow action to play a private message to the call recipient before the caller is connected.
Company Variables Available in WorkflowsWorkflows can now access company fields linked to a contact. These variables can be inserted using the Custom Value picker or used inside If/Else conditions to drive automation logic.
Merge Contact ActionAutomate contact deduplication by merging duplicate contacts directly inside workflows.
New Goal Events: Invoice Paid and Review Request ClickedWorkflows now support two additional Goal Event types, Invoice Paid and Review Request Clicked, allowing contacts to automatically jump to a Goal step when payment occurs or when a review…
AI Agent Action: Access Full Conversation HistoryAI Agents can now read and use a contact’s full conversation history across all channels before responding.
Inbound Email Trigger for WorkflowsStart a workflow automatically when an inbound email is received in your mailbox.
Add Task Action: Flexible Due Dates & Rich TextThe Add Task workflow action now supports flexible due dates (days, weeks, months, years), specific due times, live due date previews, and rich text task descriptions.
AI Builder: Smarter Data Linking in AI Actions & Add TaskAI Builder now passes clean data variables into AI actions and generates human-readable task descriptions in Add Task, improving workflow accuracy and usability.
Assign to User: Now Skips Inactive UsersThe Assign to User action now skips inactive or deleted users during execution to prevent failed assignments and missed follow-ups.
Email Verification Action in WorkflowsEmail Verification checks if a contact’s email is valid before allowing them to continue through a workflow.
What Is the AI Agent Action in Workflows?AI Agent is a workflow action that plans and executes supported tasks based on your instructions, selected tools, model, memory settings, and output format.
Generate Response Workflow Action (OpenRouter)The Generate Response workflow action sends a prompt to a selected OpenRouter AI model and returns an AI-generated response that can be used in later workflow steps.
Understanding Triggers and Actions in WorkflowsTriggers start workflows, and actions define what happens next inside the workflow.
Math Operation: Now Available in Company & Custom Object WorkflowsAdd Math Operation actions directly inside company-based and custom object-based workflows to automate calculations using company or custom object data.
Book Appointment Action: Timezone ControlThe Book Appointment workflow action now includes a Timezone field so appointments can be interpreted and booked using a fixed timezone or a dynamic timezone value.
Internal Notifications: Notify Followers and Opportunity OwnersThe Internal Notification workflow action can now notify contact followers, opportunity followers, and Opportunity Owners from the same action.
Goal Action: Use User Replied to Stop or Redirect a WorkflowThe Goal action can use User Replied as a goal event, allowing a contact to skip ahead when a team member replies through a selected conversation channel.
Wait Step: Pause a Workflow Until a User RepliesThe Wait action can pause a contact until a Kyrios user replies to the contact or until an optional timeout is reached.
Automatically Associate CRM Records with WorkflowsUse the Associate Records workflow action to automatically find and associate CRM records based on matching field values.
Set Up Conditional Custom Fields for OpportunitiesConditional Custom Fields let Admins dynamically show fields or folders and require specific opportunity fields based on an opportunity's pipeline, stage, status, or other supported field values.