Trigger a workflow whenever an outbound message of your choice is sent.
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Functionality Overview
This app basically does what it says on the tin.
I’ve long wished for an action that could do exactly this, for a couple of reasons:
- I want to be able to store full conversation history in a custom field (to use with AI)
- I want to be able to stop automated nurture sequences whenever the client starts to engage with the lead
There may be more uses for this as well. If you can think of it, it can probably be done.
Below is the best documentation I could provide about how each of the triggers work.
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On This Page
- ¶ Workflow Triggers
- ¶ Post-Installation Pages
Workflow Triggers
Outbound Message Sent
This trigger fires whenever a message is sent out via SMS (text), Facebook Messenger, or Instagram Direct.
Optional Filters (control when the trigger fires)
Filter Name | Filter Type | Possible Values |
Message Channel | Multiselect | SMS, Facebook, Instagram |
Message Source | Multiselect | App, Workflow |
Custom Values (to use in your workflow)
Custom Value Name | Data Type | Possible Values | |
Message Channel | Text | SMS, FB, IG | FB & IG are Facebook and Instagram, respectively |
Message Status | Text | delivered, failed | |
Message Source | Text | app, workflow | App is sent by a user, workflow is automated |
Message Content | Text | (any) | |
Contact ID | Text | (any) | Internal ID of the contact being sent to |
Outbound Email Sent
This trigger fires whenever an email is sent from the account.
Optional Filters (control when the trigger fires)
Filter Name | Filter Type | Possible Values |
Email From | Text | SMS, Facebook, Instagram |
Email Source | Multiselect | App, Workflow |
Custom Values (to use in your workflow)
Custom Value Name | Data Type | Possible Values | Description |
Email Body | Text | (any) | Including HTML formatting |
Email From | Text | (any) | Email address of sender |
Email To | Text | (any) | Email sent to this address |
Email Subject | Text | (any) | Subject of email |
Email Source | Text | app, workflow | App is sent by a user, workflow is automated |
Contact ID | text | (any) | Internal ID of the contact being sent to |
Outbound Call Completed
This trigger fires whenever an outgoing call is completed.
There are no filters for this trigger.
Custom Values (to use in your workflow)
Custom Value Name | Data Type | Possible Values | Description |
Call Duration | Number | (any) | Duration in seconds |
Contact ID | text | (any) | Internal ID of the contact being called |
Post-Installation Pages
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