Contact Workflow Actions

24 guides covering contact workflow actions on the Sparkforge platform.

• Add Contact Tag Workflow Action in Sparkforge The Add Contact Tag workflow action attaches one or more tags to a contact when they hit that step in a workflow. Tags drive segmentation, downstream automation
• Add Leads Under an Affiliate Workflow Action The Add Leads Under an Affiliate workflow action assigns new leads to specific affiliates and campaigns automatically. Pick manual assignment, auto-track via at
• Clear Associated Company Fields in Workflows The Clear Associated Company Fields action resets selected fields on the Company linked to a Contact. It empties the values without deleting the company or brea
• Create Associated Company The Create and Associate Company action runs inside a Sparkforge Contact-based workflow, creates a new Company record, and links it to the Contact that triggere
• How to Use Enable/Disable DND Action in Sparkforge Workflows The DND Contact action enables or disables Do-Not-Disturb on a contact across all channels or specific ones, in either inbound or outbound direction. Use it to
• How to Use Merge Contact Workflow Action in Sparkforge The Merge Contact workflow action finds duplicates by Email, Phone Number, or both, and merges the newer record into the older one so the surviving contact keep
• Update Associated Company in Workflows The Update Associated Company workflow action updates the Company record linked to a Contact. Map company fields to contact fields, webhook data, or static valu
• Workflow Action - Add Manual Sales For An Affiliate The Add Manual Sales for an Affiliate action logs revenue against a campaign and either auto-attributes the sale by URL parameter or maps it manually to a chose
• Workflow Action - Assign To User The Assign To User action automatically assigns contacts to team members based on rules you set — round-robin, custom traffic splits, or single-user. Removes ma
• Workflow Action - Copy Contact To Sub Account Copy Contact duplicates a contact from one sub-account to another, with options to copy tags, custom fields, and update existing duplicates. It's a premium acti
• Workflow Action - Create Contact The Create Contact action automatically adds new contacts or updates existing ones inside a workflow. Map standard and custom fields to populate the record from
• Workflow Action - Find Contact The Find Contact action looks up a contact in Sparkforge by standard fields, custom fields, or external IDs and exposes Contact Found and Contact Not Found bran
• Workflow Action - GPT History GPT History lets the GPT Powered by OpenAI action remember prior prompts and responses across workflows, executions, or steps so future calls produce more conte
• Workflow Action - Generate One Time Booking Link Add the Generate One Time Booking Link action to your workflow, pick a calendar, and Sparkforge creates a single-use scheduling link for each contact that runs
• Workflow Action - Go To The Go To action sends a contact to another action inside the same workflow. It can only be added at the end of a workflow or branch, not between actions.
• Workflow Action - Remove Assigned User The Remove Assigned User action clears the CRM user assignment on a contact so it can re-enter other workflows or be reassigned. There are no fields to configur
• Workflow Action - Remove Contact Tag The Remove Contact Tag action strips one or more tags from a contact inside a workflow. Use it to drop contacts from sequences, clean up segments, and keep tagg
• Workflow Action - Update Contact Field The Update Contact Field action modifies one or more fields on the workflow's current contact. You can clear existing values or replace them with new data, all
• Workflow Action: Add to Notes The Add to Notes action appends a custom note to a contact record from inside a workflow. Use it to capture appointment details, request data, or any context wo
• Workflow Actions - Add Contact Follower The Add Contact Follower workflow action attaches one or more team members as followers on a contact when a trigger fires. Use it to loop in reps automatically
• Workflow Actions - Delete Contact The Delete Contact workflow action permanently removes a contact and all associated data. Place it at the end of a workflow, double-check filters, and keep your
• Workflow Actions - Log External Calls in Sparkforge Pair the Log External Call action with an Inbound Webhook trigger to route inbound and outbound third-party call events into the CRM, including recordings, so c
• Workflow Actions - Modify Contact Engagement Score The Modify Contact Engagement Score action adds or subtracts points from a contact's score based on workflow triggers like email opens or link clicks. Use it to
• Workflow Actions - Remove Contact Follower The Remove Contact Follower workflow action removes one specific follower or all followers from a contact when a trigger fires. Common use: clean up followers w