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Triggers and Actions Reference

A quick reference for all available triggers and actions in the workflow builder.

Triggers

Triggers are events that start a workflow.

TriggerDescription
Message SentAn outbound message is sent
Contact RepliedA contact replies to a message
Contact CreatedA new contact is added
Contact UpdatedA contact's details are updated
Lead CreatedA lead record is created
Lead UpdatedA lead record is updated
Inbound WebhookA POST request is sent to the workflow's webhook URL

Actions

Actions are tasks performed when a trigger fires.

ActionDescription
Send WhatsAppSends a WhatsApp message
Delete MessageDeletes a sent or scheduled message
Mark as UnreadMarks a conversation as unread
AI ModelUses AI to evaluate a given context
Update ContactUpdates a contact's details
Find ContactSearches for a contact and optionally creates or updates it
Add TagAdds a tag to a contact
Remove TagRemoves a tag from a contact
Do-Not-DisturbToggles Do-Not-Disturb for a contact
Create LeadCreates a lead record for a contact
Update LeadUpdates a lead record
Delete LeadDeletes a lead record
WebhookSends a GET or POST request to a specified URL
IF/ELSEControls workflow flow using conditional logic
Wait For ReplyPauses the workflow until the contact replies
Go ToJumps to a specific node in the workflow
Transform TextModifies or transforms text
Retrieve KnowledgePerforms retrieval-augmented generation (RAG) based on a query