Leveraging workflows simplifies the automation process by incorporating triggers and actions, akin to campaigns and triggers but with enhanced functionalities. Workflows boast features such as if-else statements, wait times, mathematical functions, and beyond, providing a robust automation solution surpassing that of campaigns and triggers in both power and versatility.
General comparison between Workflows and the deprecated features:
Utilizing if/else conditions and filtering within workflows enables the creation of highly personalized and precisely targeted automation. By integrating triggers and campaigns into a unified system, workflows enhance efficiency and streamline processes. With a status/execution log, troubleshooting and lead status tracking become simplified tasks within workflows. During onboarding and launch phases, workflows offer ease of testing for quality assurance, ensuring seamless functionality for clients.
You can import your campaigns into workflows, and then add the triggers as well for a more streamlined automation process.
In instances where a sub-account originates from a master account lacking pre-existing campaigns and triggers, access to the deprecated features setting within the sub-account’s Settings menu under Business Profile may be restricted.
Suppose the workflow was generated from a master sub-account snapshot already equipped with triggers and campaigns. In such instances, users should find an option to activate deprecated features within the Business Profile settings. However, as the CRM transitions clients towards workflows, distancing from campaigns and triggers, these functionalities are automatically deactivated in sub-accounts derived from snapshots devoid of these features. Additionally, agencies established post-November 2021 do not have the default option to activate deprecated features.
The following is a table of which Trigger steps are supported by Workflows in comparison to Triggers.
Please Note:
Campaigns cannot be triggered without a Trigger adding contacts to them. Or Contacts being added to them via Bulk Add to Campaign Actions or CSV Import Add to Campaign Modal.
| Trigger Step | Workflows | Triggers |
| Appointments | ||
| Appointment Status | Yes | Yes |
| Customer Booked Appointment | Yes | Yes |
| Contact | ||
| Birthday Reminder | Yes | Yes |
| Contact Changed | Yes | No |
| Contact Created | Yes | No |
| Contact DND | Yes | Yes |
| Contact Tag | Yes | Yes |
| Custom Date Reminder | Yes | Yes |
| Note Added | Yes | Yes |
| Note Changed | Yes | No |
| Task Added | Yes | Yes |
| Task Reminder | Yes | Yes |
| Contact Actions | ||
| Customer Replied | Yes | Yes |
| Form Submitted | Yes | Yes |
| Order Form Submission | Yes | Yes |
| Order Submitted | Yes | No |
| Survey Submitted | Yes | Yes |
| Trigger Link Clicked | Yes | Yes |
| Twilio Validation Error | Yes | Yes |
| Events | ||
| Call Status | Yes | Yes |
| Email Events | Yes | Yes |
| Facebook Lead Form Submitted | Yes | Yes |
| Membership | ||
| Category Completed | Yes | No |
| Membership New Signup | Yes | Yes |
| Offer Access Granted | Yes | Yes |
| Offer Access Removed | Yes | Yes |
| Product Access Granted | Yes | Yes |
| Product Access Removed | Yes | Yes |
| Product Completed | Yes | Yes |
| User Login | Yes | Yes |
| Opportunities | ||
| Opportunity Status Changed | Yes | Yes |
| Pipeline Stage Changed | Yes | Yes |
| Stale Opportunities | Yes | Yes |
| Payments | ||
| Invoice | Yes | No |
| Shopify | ||
| Abandoned Checkout | Yes | No |
| Order Placed | Yes | No |
| Order Fulfilled | Yes | No |
| Media | ||
| Video | Yes | No |
| TikTok | ||
| TikTok Form Submitted | Yes | No |
The following is a table of which Action steps are supported by Workflows in comparison to Campaigns and Triggers.
| Action | Workflows | Campaigns | Triggers |
| External Communications | |||
| Send Email | Yes | Yes | Yes |
| Send SMS | Yes | Yes | Yes |
| Call | Yes | Yes | No |
| Voicemail | Yes | Yes | No |
| Messenger | Yes | Yes | No |
| Instagram DM | Yes | No | No |
| Manual SMS | Yes | Yes | No |
| Manual Call | Yes | Yes | No |
| GMB Messaging | Yes | Yes | No |
| CRM | |||
| Add Contact Tag | Yes | No | Yes |
| Remove Contact Tag | Yes | No | Yes |
| Create/Update Opportunity | Yes | No | Yes |
| Add To Notes | Yes | No | Yes |
| Assign To User | Yes | No | Yes |
| Remove Assigned User | Yes | No | Yes |
| Set Event Start Date | Yes | No | Yes |
| Add To Workflow | Yes | No | No |
| Remove From Workflow | Yes | No | No |
| Remove From All Workflows | Yes | No | No |
| Remove From Campaign | No | No | Yes |
| Remove From All Campaigns | No | No | Yes |
| Add to Campaign | No | No | Yes |
| Remove Opportunity | Yes | No | Yes |
| Send Internal Notification | Yes | No | Yes |
| Set Contact DND | Yes | No | Yes |
| Edit Conversation | Yes | No | Yes (Only Mark as Read) |
| Send Review Request | Yes | No | No |
| Stripe One-Time Charge | Yes | No | Yes |
| Update Appointment Status | Yes | No | Yes |
| Add Task | Yes | No | Yes |
| AI Appointment Booking Bot | Yes | No | No |
| Send To Eliza Agent Platform | Yes | No | No |
| Add To Google Analytics | Yes | No | Yes |
| Add to Google Adwords | Yes | No | Yes |
| Update Contact Field | Yes | No | Yes |
| Facebook – Add To Custom Audience | Yes | No | No |
| Facebook – Remove From Custom Audience | Yes | No | No |
| Facebook – Conversion API | Yes | No | No |
| Membership Actions | |||
| Membership Grant Offer | Yes | No | Yes |
| Membership Revoke Offer | Yes | No | Yes |
| Conditions and workflow | |||
| If / Else | Yes | No | No |
| Wait | Yes | Yes | No |
| Webhook | Yes | Yes | Yes |
| Go To | Yes | No | No |
| Math Operation | Yes | No | No |
| Goal Event | Yes | No | No |
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