Workflows make it easy to create automation with triggers and actions, and it is similar to campaigns and triggers but with much more capabilities. Workflows also have capabilities like using if-else statements, wait times, Math functions and so much more. Overall, workflows offer a more powerful and comprehensive automation solution than campaigns and triggers.

General comparison between Workflows and the deprecated features:

Utilizing if/else conditions and filtering within workflows enables the creation of highly personalized and precisely targeted automation. By integrating triggers and campaigns into a unified system, workflows enhance efficiency and streamline processes. With a status/execution log, troubleshooting and lead status tracking become simplified tasks within workflows. During onboarding and launch phases, workflows offer ease of testing for quality assurance, ensuring seamless functionality for clients.

You can import your campaigns into workflows, and then add the triggers as well for a more streamlined automation process.

Why are Campaigns and Triggers not visible in my Sub-account?

In instances where a sub-account originates from a master account lacking pre-existing campaigns and triggers, access to the deprecated features setting within the sub-account's Settings menu under Business Profile may be restricted.

Suppose the workflow was generated from a master sub-account snapshot already equipped with triggers and campaigns. In such instances, users should find an option to activate deprecated features within the Business Profile settings. However, as the CRM transitions clients towards workflows, distancing from campaigns and triggers, these functionalities are automatically deactivated in sub-accounts derived from snapshots devoid of these features. Additionally, agencies established post-November 2021 do not have the default option to activate deprecated features.

Workflows vs Triggers, Trigger steps comparison Table

The following is a table of which Trigger steps are supported by Workflows in comparison to Triggers.

Please Note:

Campaigns cannot be triggered without a Trigger adding contacts to them. Or Contacts being added to them via Bulk Add to Campaign Actions or CSV Import Add to Campaign Modal.

Trigger Step	Workflows	Triggers
	Appointments
Appointment Status	Yes	Yes
Customer Booked Appointment	Yes	Yes

	Contact
Birthday Reminder	Yes	Yes
Contact Changed	Yes	No
Contact Created	Yes	No
Contact DND	Yes	Yes
Contact Tag	Yes	Yes
Custom Date Reminder	Yes	Yes
Note Added	Yes	Yes
Note Changed	Yes	No
Task Added	Yes	Yes

Task Reminder

Yes

	Contact Actions
Customer Replied	Yes	Yes
Form Submitted	Yes	Yes
Order Form Submission	Yes	Yes
Order Submitted	Yes	No
Survey Submitted	Yes	Yes
Trigger Link Clicked	Yes	Yes
Twilio Validation Error	Yes	Yes

	Events
Call Status	Yes	Yes
Email Events	Yes	Yes

	Facebook
Facebook Lead Form Submitted	Yes	Yes

	Membership
Category Completed	Yes	No
Membership New Signup	Yes	Yes
Offer Access Granted	Yes	Yes
Offer Access Removed	Yes	Yes
Product Access Granted	Yes	Yes
Product Access Removed	Yes	Yes
Product Completed	Yes	Yes
User Login	Yes	Yes

	Opportunities
Opportunity Status Changed	Yes	Yes
Pipeline Stage Changed	Yes	Yes
Stale Opportunities	Yes	Yes

	Payments
Invoice	Yes	No

	Shopify
Abandoned Checkout	Yes	No
Order Placed	Yes	No
Order Fulfilled	Yes	No

	Media
Video	Yes	No

	TikTok
TikTok Form Submitted	Yes	No

Automations Actions Comparison Table

The following is a table of which Action steps are supported by Workflow in comparison to Campaigns and Triggers.

Action	Workflows	Campaigns	Triggers
	External Communications
Send Email	Yes	Yes	Yes
Send SMS	Yes	Yes	Yes
Call	Yes	Yes	No
Voicemail	Yes	Yes	No
Messenger	Yes	Yes	No
Instagram DM	Yes	No	No
Manual SMS	Yes	Yes	No
Manual Call	Yes	Yes	No
GMB Messaging	Yes	Yes	No

	CRM
Add Contact Tag	Yes	No	Yes
Remove Contact Tag	Yes	No	Yes
Create/Update Opportunity	Yes	No	Yes
Add To Notes	Yes	No	Yes
Assign To User	Yes	No	Yes
Remove Assigned User	Yes	No	Yes
Set Event Start Date	Yes	No	Yes
Add To Workflow	Yes	No	No
Remove From Workflow	Yes	No	No

Remove From All Workflows	Yes	No	No
Remove From Campaign	No	No	Yes
Remove From All Campaigns	No	No	Yes
Add to Campaign	No	No	Yes
Remove Opportunity	Yes	No	Yes
Send Internal Notification	Yes	No	Yes
Set Contact DND	Yes	No	Yes
Edit Conversation	Yes	No	Yes (Only Mark as Read)
Send Review Request	Yes	No	No
Stripe One-Time Charge	Yes	No	Yes

Update Appointment Status	Yes	No	Yes
Add Task	Yes	No	Yes
AI Appointment Booking Bot	Yes	No	No
Send To Eliza Agent Platform	Yes	No	No
Add To Google Analytics	Yes	No	Yes
Add to Google Adwords	Yes	No	Yes
Update Contact Field	Yes	No	Yes

Facebook - Add To Custom Audience	Yes	No	No
Facebook - Remove From Custom Audience	Yes	No	No
Facebook - Conversion API	Yes	No	No

	Membership Actions
Membership Grant Offer	Yes	No	Yes
Membership Revoke Offer	Yes	No	Yes

	Conditions and workflow
If / Else	Yes	No	No
Wait	Yes	Yes	No
Webhook	Yes	Yes	Yes
Go To	Yes	No	No
Math Operation	Yes	No	No
Goal Event	Yes	No	No

How To Use Multiple Triggering Events in Workflows

List of Workflow Actions

List of Workflow Triggers

How to set up Workflow Goal Events

Workflow Trigger - Contact DND

Workflows vs Campaigns/Triggers (Deprecated features)

Why are Campaigns and Triggers not visible in my Sub-account?

Workflows vs Triggers, Trigger steps comparison Table

Automations Actions Comparison Table