Complete List of Sparkforge Workflow Actions

Workflow actions are what a workflow actually does once a trigger fires. Actions run in the order you place them. Below is the complete list, grouped by category, with a one-line description and the most common use case for each.

To add one: open a workflow and click Add Action. The action menu lists everything below.

Contact actions

• Create Contact — adds a new contact. Useful for capturing leads from custom sources.
• Find Contact — locates an existing contact by data you provide. Useful for updates and lookups.
• Update Contact Field — modifies a single field on a contact.
• Add Contact Tag / Remove Contact Tag — manage tags for segmentation.
• Assign to User / Remove Assigned User — set or clear contact ownership.
• Edit Conversation — mark, archive, or unarchive a conversation thread.
• Disable/Enable DND — toggle Do Not Disturb on the contact.
• Add Note — append a note to the contact record.
• Add Task — create a task. Attaches to the contact when one exists; creates a contact-less task otherwise. Pair with Inbound Webhook to create internal tasks without a contact.
• Copy Contact — duplicate a contact into another sub-account.
• Delete Contact — remove a contact from the system.
• Modify Contact Engagement Score — adjust the score up or down.
• Add/Remove Contact Followers — manage follower visibility for teams.

Communication actions

• Send Email — sends an email to the contact.
• Send SMS — sends a text.
• Send Slack Message — posts to a connected Slack workspace.
• Call — auto-dials the contact, then connects an assigned user when answered.
• Messenger — sends a Facebook message.
• Instagram DM — sends an Instagram direct message.
• Manual Action — queues a manual step for a user to handle.
• GMB Messaging — replies to a Google Business Profile message.
• Send Internal Notification — notifies assigned users about an event.
• Send Review Request — triggers a review request to the contact.
• Conversation AI — hands the conversation to AI across supported channels.
• Facebook / Instagram Interactive Messenger — auto-responds to comments on selected posts.
• Reply in Comments — posts a public reply to comments on Facebook or Instagram.
• WhatsApp — sends a WhatsApp message within WhatsApp's policy.
• Send Live Chat Message — replies inside the live chat widget.

Send Data

• Webhook / Custom Webhook — sends data from Sparkforge to an external service.
• Google Sheets — updates rows or looks up data in a connected sheet.

Internal tools

• If/Else — branches the workflow based on conditions.
• Wait Step — pauses for a fixed duration or until a date/time.
• Goal Event — skips ahead when a contact hits a defined goal.
• Split — splits contacts down random paths for A/B testing.
• Update Custom Value — updates a workflow- or location-level custom value.
• Go To — moves the contact to another workflow.
• Remove from Workflow — pulls the contact out of a specific workflow.
• Arrays — handles multi-value data for sorting, searching, and iteration.
• Drip Mode — paces contacts through the workflow in batches to protect deliverability.
• Text Formatter — transforms strings into a target format.
• Custom Code — runs your own JavaScript inside the workflow.

AI actions

• AI Prompt — generates a response from an AI prompt for use later in the workflow.

Eliza actions

• Eliza AI Appointment Booking — hands the contact to the Eliza marketplace service for AI-driven booking.
• Send to Eliza Agent Platform — routes the contact to the Eliza Agent Platform when enabled.

Appointment actions

• Update Appointment Status — sets status to rescheduled, no-show, completed, etc.
• Generate One Time Booking Link — creates a single-use booking link to send via SMS or email.

Opportunity actions

• Create/Update Opportunity — creates or moves an opportunity in a pipeline.
• Remove Opportunity — removes the opportunity from a pipeline.

Payment actions

• Stripe One-Time Charge — charges a one-time fee via the contact's Stripe customer ID.
• Send Invoice — sends a Sparkforge invoice to the contact.
• Send Documents and Contracts — sends a document or contract from a template.

Marketing actions

• Add to Google Analytics — pushes contact data to GA.
• Add to Google AdWords — pushes contact data to Google Ads.
• Add to / Remove from Custom Audience (Facebook) — manages Facebook ad audiences.
• Facebook Conversion API — sends conversion data to Facebook for ad tracking.

Affiliate actions

• Add to Affiliate Manager — adds a new affiliate.
• Update Affiliate — updates affiliate details.
• Add/Remove from Affiliate Campaign — manages campaign membership.

Course actions

• Course Grant Offer — grants access to a course offer.
• Course Revoke Offer — revokes access to a course offer.

IVR actions

• Gather Input on Call — collects DTMF input to branch the IVR.
• Play Message — plays a message inside the IVR.
• Connect to Call — forwards the caller to a user or external number.
• End Call — terminates the call.
• Record Voicemail — captures a voicemail from the caller.

Community actions

• Grant Group Access / Revoke Group Access — manages community group membership.

Workflow actions span the full Sparkforge stack — contacts, comms, payments, marketing, AI, IVR, courses, communities. Combine them in sequence to automate the parts of your business that should run themselves.