Workflow actions in PagePort define what happens to a lead after they enter a workflow. Actions allow you to automate key tasks like sending emails, adding leads to lists, updating fields, or assigning tasks based on the conditions you set. By using actions strategically, you can ensure your workflows are tailored to your processes and drive meaningful engagement with your leads. This guide provides an overview of the available actions and how to use them effectively.
To start, log in to Pageport and navigate to Workflows to create (or edit) a workflow. After you've added a trigger, you can add actions.
1. Click the rounded plus to add a new action
2. Click the Action name dropdown and select your action
Here are some actions you can select:
Add note
Add tag
Add to list
Add to sequence
Assign owner
Assign video page
Branch
Create task
internal notification
Quick call
TapText
Remove from sequence
Remove tag
Send email
Send SMS
Update lead
Upload to CRM
Wait
3. Fill out the editor on the right side for the action you select.
Make sure to click Create after you've selected your action.
4. You can add multiple actions to your workflow for more complex processes.
