Kyrios Systems

Workflow 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.

AI Actions in Workflows Are Now More Powerful

The 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…

Workflow Action: Add & Remove Associated Records from Workflows

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.

If/Else Action: Dynamic Custom Value Picker (Expanded Field Support)

Internal Email Notifications in Kyrios workflows now support CC and BCC recipients, allowing internal emails to include additional stakeholders without duplicating notifications.

Workflows: CC/BCC Support in Internal Email Notifications

The 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.

Contact Changed Trigger: Address Fields Support

The 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…

Workflows: SMS and Email Channel Control for Invoice and Estimate Actions

The 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.

Workflow Action: Send Recurring Invoice

Email 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.

Email Action AI: Generate Emails Using Artificial Intelligence

The 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: Send Documents & Contracts

The 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: Find Contact

The Create Appointment Note workflow action automatically adds notes to appointments using appointment-based triggers or inbound webhook data.

Workflow Action: Create Appointment Note

The 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: Book Appointment

The Add to Affiliate Manager workflow action converts an existing Kyrios contact into an affiliate automatically when a workflow reaches this step.

Workflow Action: Add to Affiliate Manager

The WhatsApp: Customer Service Window Check workflow action identifies whether a contact’s 24‑hour WhatsApp customer service window is open or closed.

WhatsApp: Customer Service Window Check

The 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.

Workflow Action: Add Contact Tag

Use WhatsApp workflow recipes to send messages, wait for delivery status, and automatically fail over to SMS or email when WhatsApp delivery fails.

WhatsApp Automation Recipes in Workflows

Use the Remove Contact Tag action in workflows to remove specific tags or all tags from a contact based on automation logic.

Workflow Action: Remove Contact Tag

Use the Add to Google Analytics action to fire Google Analytics events directly from a workflow when specific triggers occur.

Workflow Action: Add to Google Analytics

Use 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: Log External Call

The 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 Manual Sales for an Affiliate

The 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: Add Leads Under an Affiliate

The End IVR Call workflow action immediately disconnects an IVR call, optionally playing a final message or audio before ending the call.

Workflow Action: End IVR Call

The 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: Facebook Interactive Messenger

The Remove Contact Followers workflow action automatically removes one or more assigned users as followers from a contact record.

Workflow Action: Remove Contact Followers

The Send Email workflow action sends automated, customizable emails to contacts using quick compose, AI-generated content, or reusable email templates.

Workflow Action: Send Email

The Add Contact Followers workflow action automatically assigns one or more internal users as followers to a contact record.

Workflow Action: Add Contact Followers

Automatically reply to Facebook and Instagram post comments using workflows to increase engagement and start conversations at scale.

Workflow Action: Respond On Comment (Facebook & Instagram)

Instagram 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: Instagram Interactive Messenger

Use the Text Formatter workflow action to clean, transform, and standardize text values before they are used in other workflow steps.

Workflow Action: Text Formatter

Automate certificate and badge issuance based on events like course completion or achievements.

Workflow Action: Issue Certificate

Use 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: Assign To User

The 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: Call

The 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 Internal Notification

Use the Send SMS workflow action to deliver personalized text messages to contacts automatically at specific points in a workflow.

Workflow Action: Send SMS

Use 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: Eliza AI Appointment Booking

Use 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 Workflow

Use the Add to Notes workflow action to automatically write information into a contact’s Notes timeline when a workflow runs.

Workflow Action: Add to Notes

Use the Add Task workflow action to automatically create tasks for users when a workflow runs, ensuring timely follow-up and internal accountability.

Workflow Action: Add Task

Use the Math Operation workflow action to perform automated calculations on numeric, monetary, and date fields and store the result in another field.

Workflow Action: Math Operation

Use 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: Manual SMS

The Update Custom Value workflow action automatically changes a system-level custom value when a workflow runs.

Workflow Action: Update Custom Value

The 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.

Workflow Action: Manual Call Event

The Wait action pauses a contact in a workflow until a specific time, event, condition, or reply occurs, or until an optional timeout is reached.

Workflow Action: Wait

The 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: Go To

The 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: Set Event Start Date

The Remove Opportunity workflow action deletes one or more opportunities from a pipeline automatically based on how the workflow is configured.

Workflow Action: Remove Opportunity

The Remove From Workflow action automatically unenrolls a contact from one or more workflows based on how the action is configured.

Workflow Action: Remove From Workflow

The Remove Assigned User workflow action clears any assigned user from a contact, leaving the contact unassigned.

Workflow Action: Remove Assigned User

The Messenger workflow action sends an automated Facebook Messenger message to a contact directly from a workflow.

Workflow Action: Messenger

The 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: Course Revoke Offer

The 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: Instagram DM

The 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: Update Appointment Status

The 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: Set Contact DND

The 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: Send To Eliza Agent Platform

The Update Affiliate workflow action automatically marks a contact as an active or inactive affiliate inside the Affiliate Manager.

Workflow Action: Update Affiliate

The Voicemail workflow action automatically drops a pre-recorded voicemail to a contact as part of a workflow sequence.

Workflow Action: Voicemail

The Facebook – Add To Custom Audience workflow action automatically adds contacts to a selected Facebook Custom Audience when a workflow runs.

Workflow Action: Facebook – Add To Custom Audience

The 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.

Create Opportunity & Update Opportunity Workflow Actions

This action automatically removes a contact from a selected Facebook Custom Audience when they reach a specific step in a workflow.

Workflow Action: Facebook – Remove From Custom Audience

The 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 Action: Send Review Request

These 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 Actions: Create, Update, and Clear Fields of Associated Records

The Modify Contact Engagement Score workflow action automatically adds or subtracts points from a contact’s Engagement Score when a workflow condition is met.

Workflow Action: Modify Contact Engagement Score

Opportunity workflow actions in Kyrios allow automated creation, updating, assignment, tracking, and removal of opportunities within pipelines based on workflow logic.

Different Workflow Actions for Opportunities

Webhook Action Data Format Guide

The 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: Split

The 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.

Workflow Action: WhatsApp Media

Appointment conditions in the If/Else workflow action allow you to branch automation logic based on appointment reschedule status and appointment dates.

Appointment Conditions in If/Else Workflow Actions

The Facebook Conversion API Workflow Action sends conversion events directly from Kyrios to Meta, improving attribution accuracy and reliability beyond browser-based tracking.

Workflow Action: Facebook Conversion API

The 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: If/Else

The Update Contact Field workflow action lets you set or clear values in a contact’s fields automatically during workflow execution.

Workflow Action: Update Contact Field

The Webhook workflow action sends data from Kyrios to an external system in real time using a GET or POST request.

Workflow Action: Webhook

The Number Formatter workflow action formats, converts, and generates numeric values for use across workflows, messages, conditions, and integrations.

Workflow Action: Number Formatter

The 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.

Copy Actions to Other Workflows

Kyrios 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.

Opportunity Workflow Actions

Use the Edit Conversation action to automatically mark conversations as read or unread and archive or unarchive them in workflows.

Workflow Action: Edit Conversation

Automatically mark conversations as read or unread and archive or unarchive them using the Edit Conversation workflow action.

Workflow 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.

List of Workflow Actions in Kyrios

The Find Contact workflow action now supports searching secondary (additional) email addresses and phone numbers stored on a contact record.

Find Contact: Additional Email & Phone Search

You can now generate Marketing Audit Reports automatically inside Workflows for any lead source — not just leads created through the Prospecting Tool.

Generate Marketing Audit Reports via Workflows

Call Whisper allows the Connect Call (IVR) workflow action to play a private message to the call recipient before the caller is connected.

Connect Call (IVR) Action: Call Whisper

Workflows 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.

Company Variables Available in Workflows

Automate contact deduplication by merging duplicate contacts directly inside workflows.

Merge Contact Action

Workflows 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…

New Goal Events: Invoice Paid and Review Request Clicked

Configure actions that occur inside workflows.

Workflow Actions

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