Steps Reference
All available workflow steps and how to configure them.
Steps are the building blocks of your workflow. Here's a reference of all available step types:
Messaging Steps
Steps for sending messages to contacts:
| Step | What It Does |
|---|---|
| Send Message | Send a text or media message to the current conversation |
| DM Commenter | Send a Direct Message to someone who commented on your post |
| Reply to Comment | Post a public reply to the triggering comment |
Logic Steps
Steps for controlling workflow flow:
| Step | What It Does |
|---|---|
| Condition | Branch the flow based on a condition (if/else) |
| Wait for Reply | Pause the workflow until the contact responds |
| Delay | Pause for a specified duration (minutes, hours, days) |
| Smart Delay | Wait until a specific time (e.g., next business day at 9:00 AM) |
Action Steps
Steps that modify data or trigger external actions:
| Step | What It Does |
|---|---|
| Add Tag | Add a tag to the contact or conversation |
| Remove Tag | Remove a tag from the contact |
| Update Contact | Update contact fields (name, email, custom fields) |
| Assign Conversation | Assign to a specific team member or team |
| Close Conversation | Close the current conversation |
| Webhook | Send data to an external URL via HTTP POST |
| Google Sheets | Append a row to a Google Sheet |
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