Workflow actions are automated tasks executed after triggering events in Scalendo's Workflow Builder. You can access Workflow Actions within the workflow builder by selecting the Add Action button. Actions are executed sequentially following a triggering event, allowing for precise control over the order of operations.

Below is the complete list of all workflow actions, organized by category.

1. Contact Actions

• Create Contact — Adds a new contact to the system, useful for managing new leads and automating lead capture and organization.
• Find Contact — Locates a contact in the system based on provided data, helpful for finding existing contacts for updates or referencing.
• Update Contact Field — Modifies a specific field on a contact, allowing for dynamic updating of contact information.
• Add Contact Tag — Adds a tag to a contact for organization and segmentation, facilitating better contact management and targeting.
• Remove Contact Tag — Removes a tag from a contact, helping maintain contact list organization and segmentation.
• Assign to User — Assigns a contact to a user in the system, enabling personalized communication and task allocation.
• Remove Assigned User — Removes the assigned user from a contact.
• Edit Conversation — Edits a conversation by marking it, archiving, or unarchiving.
• Disable/Enable DND — Controls do-not-disturb status for contacts.
• Add Note — Adds a custom note to a contact.
• Add Task — Creates tasks attached to contacts. Can also create contact-less tasks if the workflow is running without a contact. Can be paired with Inbound Webhook to create internal tasks when no contact exists.
• Copy Contact — Duplicates a contact into another sub-account, facilitating data sharing and management across accounts.
• Delete Contact — Removes a contact from the system, helping in contact list maintenance.
• Modify Contact Engagement Score — Adjusts a contact's engagement score, assisting in evaluating contact interaction and responsiveness.
• Add/Remove Contact Followers — Adds or removes followers to/from a contact, facilitating shared contact visibility within teams or departments.