Contact Workflow Actions

Action - Create Contact
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The "Create Contact" action automatically creat...
Thu, 20 Jun, 2024 at 1:46 AM
Action - Find Contact
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The "Find Contact" action allows you to sear...
Thu, 20 Jun, 2024 at 1:57 AM
Action - Update Contact Field
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The "Update Contact Field" action allows you to...
Thu, 20 Jun, 2024 at 2:40 AM
Action - Add Contact Tag
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Add Contact Tag action adds specific tags to conta...
Tue, 20 Aug, 2024 at 5:07 AM
Action - Add to Notes
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The "Add to Notes" action allows you to inse...
Wed, 21 Aug, 2024 at 7:32 AM
Workflow Action - Remove Contact Tag
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Remove Contact Tag action is used to remove specif...
Mon, 2 Sep, 2024 at 4:10 AM
Workflow Action - Assign User
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Assign User action allows you to allocate specific...
Mon, 2 Sep, 2024 at 4:16 AM
Workflow Action - Remove Assigned User
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The Remove Assigned User action is used to unassign us...
Mon, 2 Sep, 2024 at 4:20 AM
Workflow Action - DND Contact
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The "DND Contact" action allows you to manag...
Mon, 2 Sep, 2024 at 4:46 AM
Workflow Action - Copy Contact To Sub Account
TABLE OF CONTENTS Overview Action Name Action Description Action Details Example Overview The "Copy Contact" action allows you to dupl...
Mon, 2 Sep, 2024 at 5:13 AM