Workflows
Automations — triggers, actions and end-to-end recipes.
Action - Add to Workflow -| Workflow Action - Add to W...
Appointments Workflow Actions
- Workflow Action - Appointment Booking Conversation AI Booking BotTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe "Appointment Booking Conversation AI Bot" is designed to automate appointment bookings by…
- Workflow Action - Update Appointment StatusTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe "Update Appointment Status" action changes the status of an appointment associated with the…
Appointments Workflow Triggers
Communication Workflow Actions
- AI Powered Email Generation in Workflow ActionCreate professional, high-converting emails in seconds using Accommador’s new AI-powered Email Action. Save time, boost engagement, and streamline your workflow automation with…
- Workflow Action - Add TaskTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Add Task action allows you to create a new task with a defined due date that will be…
- Workflow Action - CallTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Call action within a workflow is used to initiate a call to either the assigned user or a…
- Workflow Action - DripThe Drip Action in workflows helps regulate the flow of contacts by processing them in batches at set intervals. This prevents overwhelming your system, ensures smooth automation…
- Workflow Action - Edit ConversationTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe "Edit Conversation" action allows you to modify the state of a conversation by marking it as…
- Workflow Action - Facebook Interactive MessengerThe Facebook Interactive Messenger action in workflows enables automatic replies through Facebook Messenger.TABLE OF CONTENTSWhat is Facebook Interactive Messenger?Where To Find…
- Workflow Action - GMBTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Google My Business (GMB) action allows you to send messages to contacts via Google My…
- Workflow Action - Instagram Interactive MessengerThe Instagram Interactive Messenger action in workflows enables automatic replies through Instagram DMs.TABLE OF CONTENTSWhat is Instagram Interactive Messenger?Where To Find…
- Workflow Action - Internal notificationTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Internal Notification Action enables to create and send notifications to specific users or…
- Workflow Action - Manual CallTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Manual Call action allows you to create a call task for a user to manually send an call the…
- Workflow Action - Manual SMSTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Manual SMS action allows you to create a task for a user to manually send an SMS to a…
- Workflow Action - Reply In CommentsThis Workflow Action is used to respond to a comment with a comment.TABLE OF CONTENTSWhat Is Reply In Comments?Where To Find This ActionComponentsFrequently Asked QuestionsWhat Is…
- Workflow Action - Review RequestTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Review Request action allows you to send a request to your contacts asking them to provide…
- Workflow Action - Send EmailIn this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts. We’ll guide you through the…
- Workflow Action - Send SMSThe Send SMS action enables direct communication with your contacts through text messages. This guide provides step-by-step instructions for configuring the action, along with…
- Workflow Action - Slack MessageTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe "Slack Message" action enables you to send notifications directly to Slack, whether it's to…
- Workflow Action - Task NotificationTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Task Notification action allows you to create a new task with a defined due date that will…
- Workflow Action - VoicemailTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Voicemail action allows you to send a pre-recorded voicemail directly to a contact. This can…
- Workflow Action - WhatsAppTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe WhatsApp action allows you to send WhatsApp messages directly from a workflow. This feature…
- Workflow Action - WhatsApp Customer Service Window CheckTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe WhatsApp Customer Service Window Check action allows you to check if a customer service…
Communities Workflow Triggers
- Gamification/ Leaderboard triggers and actions for Community groupsObjective: This guide helps you set up workflow triggers and actions based on community group membership, focusing on awarding gamification points and handling leaderboard level…
- Workflow Trigger & Action - Grant/Revoke Private Channel AccessTABLE OF CONTENTSOverviewAction NameAction DescriptionHow to ConfigureExampleOverviewThe Grant/Revoke Private Channel Access workflow action allows for automated management of…
- Workflow Trigger - Courses New Sign UpTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe New Signup trigger is designed to automatically initiate workflows when a new customer…
- Workflow Trigger - Group access grantedTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Group Access Granted trigger workflows allows for automated management of group access…
- Workflow Trigger - Group Access RevokedTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewGroup Access Revoked trigger in Accommador workflows automates the process of managing group…
- Workflow Trigger - Product CompletedThis article provides an in-depth overview of the "Product Completed" workflow trigger, a powerful tool designed to automate actions after a customer completes a product. You will…
Company Workflow Actions
- Workflow Action - Clear Fields of Company or Associated ContactTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExamplesOverviewThe Clear Fields of Company or Associated Contact action allows workflow users to reset or…
- Workflow Action - Update Company or Associated ContactTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Update Company or Associated Contact action allows you to automatically update details for a…
- Workflow Action – Create Company or Associated ContactTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExamplesOverviewThe Create Company or Associated Contact action allows you to automatically create a new…
Company Workflow Triggers
- Workflow Trigger - Company ChangedTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExamplesOverviewThe Company Changed trigger starts a workflow whenever selected fields in a Company record…
- Workflow Trigger - Company CreatedTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Company Created trigger starts a workflow whenever a new Company record is added to your…
Contact Workflow Actions
- Workflow Action - Add Contact TagTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Add Contact Tag action adds specific tags to contacts, which helps in organizing…
- Workflow Action - Add to NotesTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe "Add to Notes" action allows you to insert specific notes directly into a contact's record…
- Workflow Action - Assign To UserThis article provides a detailed guide to the “Assign To User” workflow action, a feature designed to simplify contact assignment within your workflows. You’ll learn what this…
- Workflow Action - Assign UserTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Assign User action allows you to allocate specific contacts to designated users. This action…
- Workflow Action - Create ContactThis article explains the "Create Contact" workflow action, a powerful tool that automates the creation and updating of contact records in your CRM. You will learn what this…
- Workflow Action - DND ContactTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe "DND Contact" action allows you to manage the Do-Not-Disturb (DND) settings for a contact…
- Workflow Action - Generate One Time Booking LinkTABLE OF CONTENTSOverviewAction NameAction DescriptionHow to ConfigureExampleOverviewA one-time link is a unique scheduling link that automatically expires upon booking. With the…
- Workflow Action - Go ToTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Go-To event allows you to jump contacts from one place to another in Workflows. This action…
- Workflow Action - GPT HistoryTABLE OF CONTENTSOverviewAction NameAction DetailsType of HistoryHow to use?Advanced optionsPoints to be NotedExampleOverviewUsing this feature in the GPT action user can save the…
- Workflow Action - Remove Assigned UserThis article explains the "Remove Assigned User" workflow action, highlighting its purpose, benefits, and configuration process. You’ll also discover practical use cases and…
- Workflow Action - Remove Contact TagTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Remove Contact Tag action is used to remove specific tags from a contact's profile within…
- Workflow Action - Update Contact FieldThis article introduces the “Update Contact Field” action, a powerful tool for keeping your contact database accurate and up-to-date. You’ll learn what this action does, its key…
- Workflow Actions - Add Contact FollowerTABLE OF CONTENTSOverviewAction NameAction DescriptionHow to ConfigureExampleOverviewUtilize the workflow action "Add Contact Followers" to add followers for a contact…
- Workflow Actions - Delete ContactThis article provides an overview of the Delete Contact action within workflows, how to configure it, and important considerations before using it.TABLE OF CONTENTSWhat is the…
- Workflow Actions - Log External CallTABLE OF CONTENTSOverviewAction NameAction DescriptionHow to ConfigureOverviewUsing this workflow action, you can post your external calls, that take place from third-party…
- Workflow Actions - Remove Contact FollowerTABLE OF CONTENTSOverviewAction NameAction DescriptionHow to ConfigureExampleOverviewUtilize the workflow action "Remove Contact Followers" to remove followers for a contact…
Contact Workflow Triggers
- Workflow Trigger - Birthday ReminderThe Birthday Reminder Workflow Trigger allows businesses to send automated birthday greetings, special offers, or reminders to contacts based on their birthdate. This trigger…
- Workflow Trigger - Birthday ReminderElevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clients. This tutorial teaches how to create and…
- Workflow Trigger - Contact ChangedImagine having a helper that automatically does important tasks whenever a contact’s information changes. That’s exactly what the “Contact Changed” Workflow Trigger does in your…
- Workflow Trigger - Contact CreatedThe "Contact Created" Workflow Trigger is designed to initiate workflows when a new contact is added to the system. This allows for automated actions, such as sending welcome…
- Workflow Trigger - Contact DNDThis article provides an in-depth guide on the "Contact DND" Workflow Trigger in Accommador, explaining its purpose, key benefits, and how to set it up effectively. You’ll also…
- Workflow Trigger - Contact Engagement ScoreTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Contact Engagement Score trigger is used to add contacts to a workflow based on their…
- Workflow Trigger - Contact TagThis article explains the Contact Tag Workflow Trigger in Accommador, detailing how it can automate workflows when tags are added or removed from a contact. Learn how to set it…
- Workflow Trigger - Custom Date RemimderThe Custom Date Reminder Workflow Trigger is designed to help businesses automate reminders and notifications based on specific custom dates, such as anniversaries, subscription…
- Workflow Trigger - Note AddedThis article explains the "Note Added" workflow trigger, a tool designed to automate actions whenever a new note is added to a contact’s record. You’ll learn what this trigger is…
- Workflow Trigger - Note ChangedTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Note Changed trigger is designed to initiate specific actions within a workflow whenever…
- Workflow Trigger - Task AddedTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Task Added trigger allows you to initiate a workflow whenever a new task is added to a…
- Workflow Trigger - Task CompletedManaging tasks efficiently is key to maintaining smooth business operations. The Task Completed Workflow Trigger in Accommador helps automate follow-ups and next steps as soon as…
- Workflow Trigger - Task ReminderTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Task Reminder trigger allows you to set up workflows that are activated based on…
- Workflow Trigger - Trigger Link ClickedTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Trigger Link Clicked trigger initiates a workflow whenever a specific trigger link is…
- Workflow Triggers - Note ChangedThis article explains the Note Changed workflow trigger, a tool designed to automate actions whenever a note in a contact record is modified. You’ll learn what this trigger is…
- Workflows Pricing GuideIn Workflows there are actions that users can use which have an additional cost attached to them.These are divided into Premium FeaturesExternal AI ModelsWhat are Premium…
Courses Workflow Triggers
- Workflow Trigger - Category CompletedThis article introduces the "Category Completed" trigger, a powerful tool for automating workflows based on product or course completion. You’ll learn what this trigger is, its…
- Workflow Trigger - Courses User Login ( Legacy Portal )TABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe User Login trigger is designed to initiate specific actions within a workflow when a…
- Workflow Trigger - Offer Access GrantedThis article explains the "Offer Access Granted" workflow trigger, a tool that automates processes when a contact is granted access to a specific offer. You will learn what this…
- Workflow Trigger - Offer Access RemovedThis article explains the "Offer Access Removed" workflow trigger, a tool designed to automate processes when access to a specific offer is revoked. You’ll learn what this trigger…
CRM Workflow Actions
- Custom Object and Company Based Workflow Actions & TriggersAccommador’s custom object and company based workflow actions and triggers let you automate across Contacts, Companies, and Custom Objects. Use these tools to enroll or remove…
- Workflow Action – Find Object Record / Find CompanyTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExamplesOverviewThe Find Object Record action searches your CRM for a specific custom object record using…
- Workflow Action – Remove Associated Records from WorkflowTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExamplesOverviewThe Remove Associated Records from Workflow action is available in all workflow types —…
Custom Object Workflow Actions
- Workflow Action - Clear Fields of Associated Record for ContactTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Clear Fields of an Associated Record action allows users to reset specific fields within a…
- Workflow Action - Create an Associated Record for ContactTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Create an Associated Record action in Contact-based workflows allows users to create a new…
- Workflow Action - Update an Associated Record for ContactTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExample: Tracking Remaining Slots for a TripOverviewThe Update an Associated Record action allows users to…
Data Management
- Workflow Action - Event Start DateTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Event Start Date action in the workflow allows you to set a specific date and time to…
- Workflow Action - Text FormatterThe Text Formatter action allows you to manage and transform text.TABLE OF CONTENTSWhat is Text Formatter?How To Use Text FormatterText Formatter DetailsTable - Action Type…
Developer Resources
- Interactive Voice Response (IVR) Guide - Triggers & ActionsSeamless customer communication plays a vital role in business success, and managing inbound calls efficiently can significantly improve customer experience. An Interactive Voice…
- Workflow Trigger - Inbound WebhookTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Inbound Webhook Trigger in Accommador allows users to initiate workflows based on…
- Workflow Trigger - Video TrackingTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThis trigger initiates workflows when a viewer reaches a specified percentage of a video. It…
Documents & Contracts
Events Workflow Triggers
- Workflow Trigger - Call StatusThis article explains the Call Status workflow trigger, a powerful tool that automates actions based on the outcome of calls. You will learn what this trigger does, its key…
- Workflow Trigger - Customer RepliedThe “Customer Replied” workflow trigger is a powerful tool designed to automate actions based on customer responses. This guide explains how to configure the trigger, the benefits…
- Workflow Trigger - Email EventsThe Email Events Workflow Trigger is a powerful tool that allows businesses to automate processes based on specific email interactions. Whether it’s an opened email, a clicked…
- Workflow Trigger - Form SubmittedThis article provides a comprehensive overview of the "Form Submitted" workflow trigger, a powerful tool that automates actions when a form is submitted in your CRM. You’ll learn…
- Workflow Trigger - Inbound EmailThe Inbound Email workflow trigger allows you to automate actions whenever a new email is received on your mailboxes. Whether the sender is an existing contact or someone entirely…
Facebook/Instagram Events Workflow Triggers
- Workflow Trigger - Facebook Comment(s) On A PostThis trigger fires when there is a comment on your Facebook post(s).TABLE OF CONTENTSWhat Is The Trigger - Facebook Comment(s) On A Post?Where To Find This…
- Workflow Trigger - Facebook Lead Form SubmittedEasily automate your follow-ups and lead nurturing with the Facebook Lead Form Submitted workflow trigger. This guide walks you through everything you need to know—from setup to…
- Workflow Trigger - Instagram Comment(s) On A PostThis trigger fires when there is a comment on your Instagram post(s).TABLE OF CONTENTSWhat Is The Trigger - Instagram Comment(s) On A Post?Where To Find This…
Forms and Surveys Workflow Triggers
- Workflow Trigger - Funnel/Website Page ViewTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Funnel/Website PageView trigger allows users to automate actions when a contact views a…
- Workflow Trigger - Survey SubmittedThis article will show you how to use the "Survey Submitted" workflow trigger! This trigger allows you to automate actions when a contact submits a specific survey. From follow-up…
Getting Started w/ Workflows
- Comprehensive workflow statsWorkfow Stats Introducing a new "Stats" button on the Workflow List page, allowing users to easily view communication channel performance metrics such as SMS and email statistics…
- Execution Logs & Enrolment History EnhancementsTABLE OF CONTENTSOverviewUpgradesExecution Logs - UI/UX ChangesEnrollment History - UI/UX ChangesHighlight Contact PathGo To Action ButtonDate and Time EnhancementsChanges in…
- If/Else Workflow Action - Appointment Filter OptionsThe Appointment option in If/Else conditions allows users to create more dynamic and customized workflow branches based on appointment-related events. This article will guide you…
- Introduction to Workflows and AutomationsWorkflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events. This introduction explains the essentials of workflow…
- Workflow - Oauth2 in Custom WebhookOAuth2 support for Custom WebhooksTABLE OF CONTENTSOverviewHow it works:OverviewOAuth2 is one of the most important and widely used authorization methods. It is usually employed…
- Workflow Action - If/Else UpgradTABLE OF CONTENTSOverviewUpgradesIntroducing Scenario RecipesEnhanced Branch Functionality"Time of the Day" conditionUI UpgradeOverviewIf/Else action is one of the most powerful…
- Workflow Notes, Action Notes & Sticky NotesTABLE OF CONTENTSOverviewAll-New SidebarWorkflow-Level NotesOverviewWho Can Add Notes:How to Use:Saving the Notes:Tracking:Action-Level Notes (Formerly Known as…
- Workflow Trigger and Action: Google ContactAutomate your CRM like a pro by connecting Accommador Workflows with Google Contacts. The new native triggers and actions let you instantly sync, create, or update contacts and…
- Workflows Landing PageIn This ArticleTABLE OF CONTENTSOverviewWhat's NewTailored Onboarding by Business NichePredefined Workflow "Recipes" for Top Niches:Visual Explanation of “Triggers” and…
- Workflows Nested FoldersIn the Automations > Workflows section you can create and nest folders to better organize your workflows, improve communication, and streamline operations.TABLE OF CONTENTSWhat…
Integrations Workflow Actions
- Workflow Action - Add To Google AdsTrack real user actions—like form submissions or chat replies—as Google Ads conversions directly inside your workflows using Add to Google Ads workflow action. This article shows…
- Workflow Action - Add To Google AnalyticsTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsHow to ConfigureExampleSuggested TriggersAdditional NotesOverviewThe "Google Analytics" action allows you to…
- Workflow Action - Custom CodeTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Custom Code action allows you to extend your workflow’s functionality by writing and…
- Workflow Action - Google SheetsTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Google Sheets action allows you to send data from your workflow directly into a Google…
Internal Tools Workflow Actions
- Workflow Action - Array Functions (Premium)The premium action Array Functions allow users to performing operations on arrays (lists of data). With these powerful premium actions, users can manipulate, filter, and extract…
- Workflow Action - If/ElseThe If/Else workflow action allows you to route contacts through different paths based on defined conditions. With the latest enhancement, you can now use Dynamic Custom Values in…
- Workflow Action - Remove from WorkflowIn this article, you’ll discover how to use the “Remove from Workflow” action to efficiently manage contacts across your automation workflows. We’ll explain what this action does…
- Workflow Action - Set Event Start DateThe "Set Event Start Date" Workflow Action is a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event management. This feature is…
- Workflow Action - SplitThe Split Action is a powerful tool for optimizing workflows by dividing contacts into different paths. This feature is crucial for automating lead management, A/B testing, and…
- Workflow Action - WaitThe Wait action in Accommador workflows helps control when the next step in a workflow should happen. It can pause a contact for a fixed duration, wait until a specific date…
IVR Workflow Actions
- Workflow Action - IVR Connect CallTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Connect Call (IVR) action allows you to transfer an ongoing call to another phone number…
- Workflow Action - IVR End CallTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe End Call (IVR) action allows the IVR system to immediately disconnect a call. Alternatively…
- Workflow Action - IVR Gather Input On CallTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Gather Input On Call action enables users to gather inputs via keypad from the caller. This…
- Workflow Action - IVR Say/PlayTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Say/Play action allows you to provide instructions or information to callers via either…
- Workflow Action - Record VoicemailTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Record Voicemail (IVR) action allows users to record audio messages from callers. This…
IVR Workflow Triggers
Memberships & Communities Workflow Actions
- Workflow Action - Course Grant OfferTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Course Grant Offer action allows you to automate the process of granting access to specific…
- Workflow Action - Course Revoke OfferTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Course Revoke Offer action enables you to automate the process of revoking access to…
Opportunity Workflow Actions
- Workflow Action - Add Follower(s) to OpportunityTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Add Follower(s) to Opportunity action allows you to assign one or more users as followers to…
- Workflow Action - Add Owner to OpportunityOverviewThe Add Owner to Opportunity action in workflows allows you to automatically assign the owner of an existing opportunity. This ensures that opportunity ownership stays…
- Workflow Action - Create OpportunityTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Create Opportunity action is used to generate a new opportunity within a specified pipeline…
- Workflow Action - Create/Update OpportunityTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe "Create or Update Opportunity" action in your automation workflow is designed to manage…
- Workflow Action - Find OpportunityTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Find Opportunity action allows you to locate an existing opportunity linked to the contact…
- Workflow Action - Remove Followers from OpportunityTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Remove Follower(s) From Opportunity action allows you to remove specific user(s) from an…
- Workflow Action - Remove OpportunityThis article explains how to use the "Remove Opportunity" action in Accommador workflows to keep your pipeline clean by removing outdated or unnecessary opportunities.TABLE OF…
- Workflow Action - Remove Owner from OpportunityTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Remove Owner from Opportunity action allows you to clear the assigned owner of an existing…
- Workflow Action - Update OpportunityThis article explains how to use the Update Opportunity action in Accommador workflows. You’ll learn how to dynamically update opportunity records—including pipeline stages…
Opportunity Workflow Triggers
- Workflow Trigger - Opportunity ChangedManaging opportunities efficiently is essential for maintaining an organized and effective sales pipeline. The Opportunity Changed workflow trigger in Accommador automates actions…
- Workflow Trigger - Opportunity CreatedThe Opportunity Created trigger allows users to automate workflows when a new opportunity is created in the system. This trigger is valuable for automating actions like…
- Workflow Trigger - Opportunity status changedThis article provides a detailed explanation of the "Opportunity Status Changed" workflow trigger, a tool that automates processes when the status of an opportunity is updated…
- Workflow Trigger - Order Form SubmissionThis article provides a detailed explanation of the "Order Form Submission" workflow trigger, a powerful tool for automating actions whenever a customer submits an order form. You…
- Workflow Trigger - Order FulfilledTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe "Order Fulfilled" trigger automates processes when an order has been completed. It can…
- Workflow Trigger - Order PlacedTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe "Order Placed" trigger is designed to automate tasks and actions when a customer places…
- Workflow Trigger - Order Submitted vs Order Form SubmissionThe difference between triggers for a submitted order form and a submitted order comes down to payment. If there is an order form submission, then there is one trigger. If there…
- Workflow Trigger - Pipeline Stage ChangedTracking and managing opportunities efficiently is key to maintaining a streamlined sales process. The Pipeline Stage Changed Workflow Trigger automates actions when an…
- Workflow Trigger - Stale OpportunitiesThe “Stale Opportunities” workflow trigger ensures no opportunity is left unattended by automatically identifying and taking action on opportunities that have been stagnant for a…
- Workflow Triggers - Opportunity CreatedRuns when the opportunity gets createdFilters: Custom Values:
Payments Workflow Actions
- Workflow Action - Send EstimateSend Estimate automates proposal delivery directly from your Accommador workflows using your Estimate Templates. Use email or Text to deliver professional, branded estimates at…
- Workflow Action - Send InvoiceAutomate invoice delivery directly from your Accommador workflows. This action sends a one‑time invoice via email, SMS, or both using your selected invoice template and payment…
Payments Workflow Triggers
- Refund Workflow Trigger in AccommadorThe Refund Workflow Trigger allows you to automate important tasks whenever a refund is issued. Whether you're notifying customers, assigning internal follow-ups, or handling…
- Workflow Trigger - Coupon Code AppliedEasily automate actions when a coupon code is applied at checkout. This article walks you through everything you need to know, from setup to key benefits, so you can seamlessly…
- Workflow Trigger - Coupon Code ExpiredEasily automate actions when a coupon code reaches its expiration date and becomes inactive. This article walks you through everything you need to know, from setup to key…
- Workflow Trigger - Coupon Code RedeemedEasily automate actions when a coupon code is successfully redeemed in a completed transaction. This article walks you through everything you need to know, from setup to key…
- Workflow Trigger - Coupon Redemption Limit ReachedEasily automate actions when a coupon code reaches its maximum allowed number of redemptions. This guide walks you through everything you need to know, from setup to key benefits…
- Workflow Trigger - EstimatesThe “Estimates” trigger is a powerful tool for automating actions based on specific events related to estimates, such as when an estimate is sent, accepted, or declined. This…
- Workflow Trigger - InvoiceThe “Invoice” workflow trigger automates actions based on changes in invoice status. Whether an invoice is sent or paid, this trigger can help streamline follow-ups, reminders…
- Workflow Trigger - Payment ReceivedThis article will show you how to use Payment Received workflow trigger to automate follow-up actions after any successful payment. Whether it’s a one-time charge, subscription…
- Workflow Trigger - Product Access GrantedThis article provides a comprehensive guide to the "Product Access Granted" workflow trigger, a tool that automates actions when a customer gains access to a specific product…
- Workflow Trigger - Product Access RemovedThis article explains the "Product Access Removed" workflow trigger, a tool designed to automate actions when a customer’s access to a product is revoked. You’ll learn what this…
- Workflow Trigger - SubscriptionTABLE OF CONTENTSOverviewTrigger NameTrigger DescriptionHow to ConfigureExampleOverviewThe Subscription Trigger in Accommador automates processes related to subscription status…
Send Data Workflow Actions
Shopify Workflow Triggers
TikTok Workflow Triggers
Trigger - Note Added -| Workflow Trigger - Note Added
Troubleshooting Workflows
Unpublished Articles
- How to set up Workflow Goal EventsHave you ever thought about how great it would be if contacts who meet a certain condition or a goal event within a workflow could automatically move to a specific step within a…
- Split ActionMore Tutorials from the Communityhttps://youtu.be/Fzxfsrf934Uhttps://youtu.be/4lYZzaZbPEchttps://youtu.be/YONy1TjgN_8https://youtu.be/jayuTmTMGEsIn this ArticleWhat is Split…
- Text Formatter - How to format text the way you wantMore Tutorials from the Communityhttps://youtu.be/9in6dO8jEJ8https://youtu.be/3PiU8g9K04Yhttps://youtu.be/51rx49XK7tkhttps://youtu.be/6ovRBVv_lJsIn this ArticleWhat is Text…
Webhooks Workflow Actions
- User Lifecycle Events via WebhooksAccommador now supports webhook events for user lifecycle activity, allowing developers to receive real-time notifications whenever users are created, updated, or deleted.These…
- Workflow Action - Custom webhookAccommador’s Custom Webhook workflow action lets you send real‑time data to external services using GET, POST, PUT, and DELETE requests. Configure auth, headers, query parameters…
- Workflow Action - Webhook (Outbound)Learn how to use the outbound Webhook action in the Workflow Builder. You'll find out how to automatically send contact data (and more) from Accommador to external applications or…
Workflow Actions
- Action - Goal EventTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsStep-by-Step GuideAction SettingsReceive An EmailUsage Cases:Receive an Email FAQs:Clicked a Trigger LinkUsage…
- Conversation AI Post-Appointment Booking ActionsWe are thrilled to introduce a significant enhancement to our Conversation AI platform—Account Appointment Booking Intent. This powerful feature allows users to effortlessly…
- How to send Email using AI in WorkflowsThis article will show you how to quickly generate professional, high-converting emails in your workflows using Accommador’s new Email Action AI! You can effortlessly create…
- Workflow Action - Dare/Time FormatterTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Date/Time Formatter action allows you to format and compare date fields within workflows…
- Workflow Action - Number FormatterTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Number Formatter workflow action is used to format and generate numeric fields. It includes…
Workflow AI Workflow Actions
- Conversation AI: Multiple Messages in One Workflow ActionTABLE OF CONTENTSOverviewAction NameAction DescriptionAction DetailsExampleOverviewThe Conversation AI Bot action is designed to leverage AI-powered interactions within your…
- Workflow Action - AI AgentThe AI Agent workflow action helps you automate multi-step tasks in Accommador Workflows using plain-language instructions and selected tools. Instead of building every action…
- Workflow Action - AI Decision MakerThe AI Decision Maker allows you to automatically route contacts through different workflow paths based on engagement, company size, behavior, and other data points. Instead of…
- Workflow Action - AI Intent DetectionThe AI Intent Detection action analyzes text to automatically determine sentiment, categorizing it as POSITIVE, NEGATIVE, or NONE. This premium action replaces the legacy intent…
- Workflow Action - AI SummarizeThe AI Summarize action uses AI to automatically condense long content into concise summaries. Simply specify your desired summary length and input text, and the action will…
- Workflow Action - AI TranslateThis article will guide you through using the AI Translate action in your workflows. You'll learn how to automatically translate text from a source language to a target language…
Workflow Builder
- Create Task Event In CampaignsNote: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows.
- Guide to Date/Time Formatter Workflow ActionThe Date/Time Formatter action is a versatile tool that allows users to reformat and compare dates or date-times within workflows. This feature enables easy conversion of date…
- Troubleshooting Workflow Executions - Race ConditionsA Race Condition is when two (or more) updates happen at the same time (in the same second). The two changes "race" and they might execute in a different order than they should…
- Workflow Action - Edit ConversationManaging conversations efficiently is crucial for any business handling customer interactions. The Edit Conversation Workflow Action in Accommador automates conversation…
- Workflow Action - Math OperationThe Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling. This feature supports custom…
- Workflow Action - Update Contact FieldThis article explains workflows' "Update Contact Field" and "Clear Field Data" actions. The former allows updating a contact field with a new value, either static or dynamic…
- Workflow Action - Update Contact Field - Date type fieldUpdate Date type fields with the following options:Custom DateUpdate using custom values/fields in the recommended formats:MM-DD-YYYY, Ex : 12-21-2021 DD-MMM-YYYY, Ex…
- Workflow Action - WebhookA Webhook (also called a web callback or HTTP push API) is a way for an app to provide data to other applications API URL triggered by, events.Fire a POST or GET Method Webhook…
- Workflow Settings - OverviewThis article explores the Workflow Settings panel inside Accommador's marketing automation tool. You'll learn what each setting does, how to configure it, and when to use it to…
- Workflow Trigger - Contact TagTags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later. Tags are used for searching…
- Workflow Trigger - Order SubmittedThe Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order. This trigger works with both 1 Step…
- Workflow Trigger - Payment receivedThe Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM. It can be customized with filters to target specific…
Workflow Recipes
- Workflow Recipes - Facebook Comment AutomationCreate a workflow from this recipe to get an example of a full FB "comment to get the file" style workflow.Trigger: fires on any first level comment on the post.Action: responds…
- Workflow Recipes - Facebook comments + Workflow AICreate a workflow from this recipe to get an example of an AI-customized reply comment that also sends a DM only if the comment was positive.Trigger: fires on any first level…
- Workflow Recipes - Instagram Comment AutomationCreate a workflow from this recipe to get an example of a full IG "comment to get the file" style workflow.Trigger: fires on any first level comment on the post.Action: responds…
Workflow Triggers
- Duplicating TriggersNote: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about…
- How to Create A Task Event and Task Reminder in CampaignsThis article will show you how to add task events and reminders to your Accommador campaigns. These task steps help automate internal follow-ups by assigning action items to your…
- How To Send New Membership Users Custom Emails With Their Login InformationIntroducing our membership welcome email feature - a customizable tool to enhance your onboarding experience. Tailor your welcome email to include personalized content…
- Send Contact Info To Google Sheets Via Webhooks & ZapierNote: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows.
- Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows.Send…
- Triggers - OverviewNote: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about…
- Workflow Trigger - Exact Match & Contains PhraseNote: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about…
Social Media Communication