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BizStackPro Help Center Β· Automations
List of Workflow Actions
In BizStackPro, workflow actions define what happens after a trigger fires. Use this page as your βmenuβ β every action is grouped by category so you can build automations with confidence.
Building Complete Automation Instead of Manually Handling Every Step
Automation systems become difficult to scale when businesses manually send messages, assign tasks, update opportunities, manage contacts, and handle repetitive work one action at a time.
BizStackPro workflow actions control what happens after automation triggers fire, allowing businesses to build customer journeys, internal processes, communication systems, and operational workflows automatically.
Without understanding available workflow actions, businesses may build inefficient systems, duplicate work unnecessarily, overlook automation opportunities, or struggle to create scalable processes.
This guide explains the available workflow action categories, what each action type controls, and how to combine actions to build stronger automation systems inside BizStackPro.
Before building larger automation systems, it helps to understand how triggers, actions, conditions, communication tools, integrations, and workflow logic work together inside BizStackPro.
How to Add a Workflow Action
- Navigate to Automation β Workflows.
- Create a new workflow or open an existing one.
- Click the + icon to add an action.
- Select the action category, then choose the action.
Tip: Start with the outcome you want (book a call, get a reply, collect payment, move an opportunity), then stack actions to build the full journey.
Workflow Action Categories
Contact Actions
- Create, find, update, or delete contacts
- Add or remove contact tags
- Assign or remove users
- Add notes, tasks, and followers
- Manage DND and engagement scores
Communication Actions
- Send Email, SMS, WhatsApp, Messenger, and Instagram DMs
- Automated Calls and Voicemails
- Internal Notifications
- Review Requests
- Conversation AI and Live Chat responses
Internal Workflow Tools
- If/Else logic
- Wait and Goal events
- Splits and branching
- Add or remove from workflows
- Custom values, formatting, math operations
- Custom Code
Opportunity Actions
- Create, update, or remove opportunities
- Assign pipeline stages and owners
- Manage opportunity followers
Payments
- One-time charges (Stripe)
- Send invoices and estimates
- Send contracts and documents
Note: Payment actions usually require Payments to be enabled and configured.
Marketing & Ads
- Google Ads and Analytics actions
- Facebook Conversion API
- Custom audience management
Communities
- Grant or revoke group access
- Manage private channels
- Award leaderboard points
Courses & Certificates
- Grant or revoke course access
- Issue certificates
IVR (Phone)
- Gather keypad input
- Play messages
- Connect calls
- Record voicemail
- End calls
Note: IVR actions typically require LC Phone to be enabled.
Affiliate
- Manage affiliates
- Assign campaigns
- Add affiliate leads and sales
Automate more with one platform
BizStackPro workflows give you the flexibility to automate nearly every part of your business β without duct-taping tools together.
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Frequently Asked Questions
Can I use multiple workflow actions in a single workflow?
Yes. You can stack multiple workflow actions in a single workflow to build complex and automated customer journeys.
Can workflow actions be customized?
Yes. Many workflow actions such as Send Email, Send SMS, and Internal Notifications allow full customization of messages and settings.
Can workflows integrate with external tools?
Yes. Actions like Webhooks, Google Sheets, and Custom Code allow BizStackPro workflows to integrate with external platforms.
Are workflow actions available across all plans?
Some workflow actions depend on enabled features or integrations such as LC Phone, Payments, or Communities. Availability may vary by plan.
Build smarter automations (without duplicates)
Start with triggers, then stack actions to create the follow-up, routing, and reporting your business needs. This action list is your reference any time youβre building workflows.
One CRM. One automation engine.
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