Actions are powerful tools that enable you to tailor your automation, manage contact data, and streamline communication effectively. This article provides an overview of all available actions, categorized for easy navigation, along with their descriptions to help you choose and use them effectively.
Let’s explore how actions can simplify your processes and improve your automation experience.
How to set up an action
To add an action, click on the round button in the upper-right corner of the screen or double-click any empty space in the Flow Builder. Then, select the action block from the list:
💡 Some actions are not available on the Free plan. Check our pricing page to see which actions are included in each plan. To see which plan you’re currently on, go to Settings → Subscription.
All actions are organized into categories to make navigation easier. Let’s explore each category in detail.
Action types
Recently used
This category lists all your recently used actions, allowing you to quickly access and reuse them.
Contact data
Add / Remove Tag
Segment your contacts effectively using Tags to deliver targeted and personalized content.
Set / Clear User Field
Update or remove data stored in the selected Custom User Field for better contact management.
Delete Contact
Automatically delete contacts permanently when needed, ensuring your Contact list stays relevant.
Set Channel Opt-in / Opt-out
Manage a contact's subscription status for a specific channel. The available channels depend on the ones connected to your account.
Automation
Set Bot Field
Update Bot Fields, which store global information shared across all users in your automation.
Subscribe to Sequence / Unsubscribe from Sequence
Easily manage your contact's journey by subscribing them to or removing them from a Sequence.
Make External Request
Connect with external integrations using HTTP requests for advanced scenarios beyond native integration capabilities.
Change Menu in Messenger
Switch between different Main Menus in Messenger for tailored user navigation.
Log Conversion Event
Log Conversion events to gather valuable data for future analysis.
Inbox
Mark conversation as Open / Closed
Organize your conversations by marking them as open or closed, helping you manage questions or separate resolved queries.
Assign conversation
Ensure timely responses by assigning conversations to specific team members or groups.
Notify Assignees
Send immediate email or SMS notifications when important actions occur, like a contact requesting assistance or making a significant purchase. Note that Notify Admins notifications are temporarily unavailable on Messenger due to Facebook policy changes. You can learn more about it here.
Ads Optimization
Send event to Meta Conversions API
Enhance your Meta Ads ROI with Conversions API. Discover how here.
Integrations
If you have any Integrations connected, their icons will appear under the Ads Optimization category. Simply click on the desired Integration to view and select the action you need.