Skip to content

UtterflyOSKnowledge Base

Browse topics

Browse topics

Getting Started Introduction Action Playbooks Dashboard AI Studio Conversations Calendars Contacts Opportunities Payments AI Agents Marketing Automation

Workflows

Overview Workflows Overview A Simple Calendar Workflow Builder Tab Create New Workflow Manually Importing Facebook Leads Into a Workflow Workflow Loop Lockouts How to Send WhatsApp Flows from Workflows How to Use Automation for Lead Generation How To Notify Users When a Lead Is Added How to Automate Opportunity Creation from Form Submissions How To Create User Assigned Workflows How to Get a Conversion List for Google Ads in Workflows How to Automate Community Management with Workflow Trigger and Actions How to Set Up an Automation for Live Chat How to Auto Mark Messages As Read in Automation How to Create an Automation After A Purchase is Complete How to Integrate Your Campaigns Into Workflows Power Dialer Workflow Setup & Tips Understanding Automation How to Effectively Test Your Workflows Understanding and Preventing Race Conditions How to Rearrange Actions in Your Workflow Builder How to Automate Your Appointment Management How to Create an SMS Campaign Duplicating Conditional Branches Facebook Lead Ads Automation How to Mark Calls as Completed How to Automate Appointment Confirmation and Reminders How to Create Automated Annual Messages in Workflows Automating Phone Connections Between Team Members And Leads How to Utilize Positive Intent Triggers in Your Workflows Mastering Workflow Templates Implementing Double Opt-In System How to Set Up an Automated Spam Filter for Facebook Messenger How to Automate Page View Tracking Setting Up Automated Payments Through Stripe Integration Recovering Lost Sales with an Abandoned Cart Automation How to Seamlessly Integrate Your Course and Funnel Checkout with Workflows Automating WhatsApp Messaging Automate Facebook & Instagram Comments How to Restore Deleted Workflows How to Allow Multiple Opportunities in Workflows How to Create a Workflow with the Task Completed Trigger WhatsApp Workflow Statistics Workflow AI Assistant Workflow Notes Smart Lists for Workflows How to Use Opportunity Custom Fields in the Event Start Date Action How to Check for Errors in Workflows Notion Actions & Triggers in Workflows Google Contacts Actions & Triggers in Workflows ClickUp Actions & Triggers in Workflows Airtable Actions & Triggers in Workflows How to Use Internal Notifications When No Contact is Enrolled in Workflow TikTok Direct Messaging Version History in Workflows Basecamp Actions & Triggers in Workflows Typeform Actions & Triggers in Workflows Asana Actions & Triggers in Workflows How to Assign Fillable Fields from Workflows Monday.com Actions & Triggers OpenRouter Actions & Triggers Manus Actions & Triggers Standard Builder Keyboard Shortcuts Fathom Actions & Triggers Google Forms Actions & Triggers How to Use Find & Replace in Workflows Statistics in Automation Apify Actions & Triggers in Workflows Cal.com Actions & Triggers in Workflows HouseCall Pro Actions & Triggers in Workflows Calendly Actions & Triggers in Workflows Todoist Actions & Triggers in Workflows How to Create a Workflow for Events

Workflow Triggers

Overview Appointment Status Trigger Call Status Trigger Contact Changed Trigger Contact Created Trigger Contact DND Trigger Contact Tag Trigger Stale Opportunities Trigger Birthday Reminder Trigger Inbound IVR Contact Triggers Overview TikTok Lead Form Submitted Trigger Video Tracking Trigger Invoice Trigger Abandoned Checkout Trigger Shopify Triggers User Login Trigger Pipeline Stage Changed Trigger Product Started Trigger Coupon Code Redeemed Trigger Products Access Removed Trigger Product Completed Trigger Offer Access Granted Trigger Product Access Granted Trigger Offer Access Removed Trigger New Signup Trigger Category Completed Trigger Category Started Trigger Courses Triggers Facebook Lead Form Submitted Trigger Email Events Trigger Trigger Link Clicked Trigger Survey Submitted Trigger Order Submitted Trigger Order Form Submission Trigger Form Submitted Trigger Customer Replied Trigger Task Reminder Trigger Task Added Trigger Note Changed Trigger Note Added Trigger Custom Date Reminder Trigger Workflow Triggers Order Fulfilled Trigger Order Placed Trigger Documents and Contracts Trigger Number Validation Trigger Contact Engagement Score Trigger Certificates Issued Trigger Subscription & Return Triggers Payment Received Trigger Page View Trigger Affiliate Enrolled In Campaign Trigger LinkedIn Lead Form Submitted Trigger Opportunity Status Change Trigger Private Channel Access Granted Trigger Private Channel Access Revoked Trigger Estimates Trigger Review Received Trigger Community Group Member Leaderboard Level Changed Trigger TikTok Comment(s) on a Reel Trigger Custom Object Created Trigger Custom Objects Changed Trigger Task Completed Trigger Quiz Submitted Trigger Prospect Generated Trigger Messaging Error Trigger Opportunity Created Trigger Lesson Started Trigger Customer Booked Appointment Trigger Opportunity Changed Trigger Affiliate Created Trigger New Affiliate Sales Trigger Lead Created Trigger Group Access Granted Trigger Group Access Revoked Trigger Lesson Completed Trigger Coupon Code Expired Trigger Coupon Redemption Limit Reached Trigger Coupon Code Applied Trigger Click to WhatsApp Ads Trigger Company Created Trigger Scheduler Trigger Call Transcript Generated Trigger Product Review Submitted Trigger Inbound Email Trigger Conversations SLA Trigger User Replied Trigger Client Portal File Uploaded Trigger Group Joining Request Rejected Trigger Member Registered for Group Event Trigger Group Comment Created Trigger Group Post Created Trigger AI Studio Form Submitted Trigger Requested to Join Group Trigger Event Checked In Trigger Event Registration Trigger

Workflow Actions

Overview Manual Action To SMS How to use the Date/Time Formatter Workflow Action?Clear Fields of Company or Associated Contact Action Goal Event Action Array Formatter Action Event Start Date Action Create Company or Associated Record Action Math Operation Action If/Else Action Number Formatter Action Wait Action Go To Action Manual Action To Call Assign To User Action Add To Workflow Action Remove Assigned User Action Add To Notes Action Create/Update Opportunity Action Remove Contact Tag Action Add Contact Tag Action Voicemail Action Messenger Instagram DM Call Action Send SMS Action GPT Powered by OpenAI Send Email Action Workflow Actions Remove From Workflow Action Remove Opportunity Action Send Internal Notification Action Enable/Disable DND Action Edit Conversation Action Send Review Request Action Stripe One Time Charge Action Update Appointment Status Add Task Action Add To Google Analytics Action Add To Google Ads Action Update Contact Field Action Facebook - Add To Custom Audience Action Meta Conversion API Action Eliza AI Appointment Booking Action Course Grant Offer Action Course Revoke Offer Action Update Custom Value Action Find Contact Action Drip Action Troubleshooting Webhooks in Automation Split Action Add Manual Sales For An Affiliate Action Text Formatter Action Add/Remove Contact Followers Action Issue Certificate Action End IVR Call Action Conversation AI Action Log External Call Action WhatsApp: Customer Service Window Check Action Add Leads Under an Affiliate Action Facebook - Remove From Custom Audience Action Webhook Action WhatsApp Action Grant Private Channel Access Action Revoke Private Channel Access Action Send Estimates Action Instagram Interactive Messenger Action Facebook Interactive Messenger Action Grant Community Group Leaderboard Points Action Clear Fields of Custom Object or Associated Record Action Update Custom Object or Associated Record Action Create Custom Object or Associated Record Action Appointment Booking Conversation AI Bot Action Update Conversation AI Bot and Status Action Smart Push Notification Action Create an Associated Record Action Update an Associated Record Action Clear Fields of an Associated Record Action Modify Contact Engagement Score Action Create Appointment Note Action Add Owner to Opportunity Action Create Opportunity Action Find Opportunity Action Remove Owner from Opportunity Action Add Follower(s) to Opportunity Action Remove Follower(s) from Opportunity Action Update Opportunity Action Send Documents & Contracts Action WhatsApp Media Action Generate One-Time Booking Link Action Delete Contact Action Reply In Comments Action Book Appointment Action Send Invoice Action Send Live Chat Message Action Add to Affiliate Manager Action Send Recurring Invoice Action Add To Affiliate Campaign Action Remove From Affiliate Campaign Action Update Affiliate Action Record Voicemail Action Revoke Group Access Action Grant Group Access Action Create Contact Action WhatsApp: Send Flows Action Connect Call IVR Action Gather Input On Call Action Say or Play Message Action How to Copy Actions Between Workflows WhatsApp Interactive Messages Action Update Company or Associated Record Action Add Associated Record to Workflow Action Remove Associated Record from Workflow Action Find Object Record / Company Action Generate Marketing Audit Report Action Merge Contact Action Email Verification Action Send Email Action in Company & Custom Object Workflows Associate Records Action

Premium Trigger

Overview How to use the Inbound Webhook Workflow Premium Trigger?

Premium Action

Overview How To Use The Google Sheets Premium Workflow Action?How To Use The Custom Webhook Action?How To Use The Workflow Slack Premium Action?How to Create Multiple Rows Using the Google Sheets Action?Custom Code Action How to Use Oauth2 in Custom Webhooks AI Summarize Action AI Intent Detection Action AI Translate Action AI Decision Maker Action Mistral AI Actions HubSpot Actions & Triggers in Workflows Linear Actions & Triggers in Workflows Klaviyo Actions & Triggers in Workflows Browse AI Actions & Triggers in Workflows AI Agent Action AI Data Extract Action

Workflow Settings

Overview Workflow Settings Settings in Workflow Builder Enrollment History Tab Execution Logs Tab

Workflow Troubleshooting

Overview Meta Conversion API Workflow Trigger Not Working?

Advanced Workflow Builder

Overview Advanced Workflow Builder Overview Advanced Builder Comments Advanced Builder Notes Advanced Builder Keyboard Shortcuts

Overview

Overview Workflow Overview Dashboard

Sites Memberships and Communities Media Storage Reputation Reporting Settings

All topics/Automation

Workflow Settings

In this topic

Workflow Settings Settings in Workflow Builder Enrollment History Tab Execution Logs Tab

Utterfly Multimedia · UtterflyOS Knowledge Base