Actions in an automation workflow are the Tasks that get executed when Trigger activates, and Trigger Condition(s) are fulfilled.
Adding Workflow Step
To add an action to an automation workflow, first, you need to select a Trigger, then the Channel in which you want to trigger the automation. After that, add Trigger Condition(s), and once you’ve added all, click the Add Workflow Step to access Action types and add them.
There are a total of 16 Actions for the Automated Workflow; based on those, you can run automated tasks at RUM Work.
The 16 Workflow Steps or Actions you can utilise at RUM Work are,
1. Auto Reply
Using this particular Workflow Step, define a message to send it as an auto-reply when trigger condition(s) is fulfilled.
Auto Replay Workflow Step
To use this Workflow step, simply add the text, use contact fields, insert any file you want to by clicking the Choose File button and once done, click Add.
When you select the Trigger type as New Facebook Lead Generated, then in the Auto Reply Step, you have to select a Channel as well.
2. Auto Reply and Collect User Inputs
If you want to ask users bot questions and want to save their responses in the contact fields, you can use this Workflow Step.
Under this, you’ve to define a question in the Question field, and for the answer, you need to select a contact field from Save To Contact Attribute option.
There are a total of 11 Contact Attributes you can select from to save the answer.
Adding More Questions
For multiple questions, you can click the button Add More Questions, and once done, click Add.
3. Add Contact to List
The Automation Workflow can add the contact to a list under this Workflow Step when the automation trigger is activated.
You can either create a new list or choose an existing one. Once the Trigger is activated and all the defined conditions meet, it will automatically add the contact to the selected list.
4. Send Payment Link
Based on your payment partner selected in the respective channel, you can create an automation rule to send a payment link when the trigger activates and all the conditions meet.
With the payment link, you can also add a custom message if needed. Explore the following settings to set up the payment link.
5. Save Message Text to Contact Attribute
If you like to save a message using the automation workflow, you can do that. The Action/Workflow Step provides you with the option to save a particular message to the Contact Attribute.
Select the Save Message Text to Contact Attribute in the Action Type.
Then, select a particular contact attribute in which you’d like to save the message. The automation workflow step provides you with the default attributes and custom ones you’ve created using the Custom Field.
6. Auto Reply Template Message
If you’ve created a WhatsApp Template Message and want to send it automatically based on Trigger and its Condition, you can use the Auto Reply Template Message in the Workflow Step. This Automation only works for WhatsApp Official API Channels:
Click on the Add Workflow Step → then select Auto Reply Template Message in the Action Type.
After selecting the action type, select the template you’ve created before.
Then, preview your message template and click Add.
7. Auto Reply Button/Options/Products
Likewise the Template Message, you can also auto reply the Button/Options/Products Message based on Trigger and its Condition.
In the Workflow Step / Actions section, select Auto Reply Button/Options/Products as the Action Type.
Then, select the interactive message you’ve created before. Make changes per requirement and then click Add.
8. Create Ticket
Automate RUM Work to create a ticket when the trigger activates, and all the conditions meet.
To successfully create an automation workflow step to create a ticket, first, you need to select a Ticketing Board, then choose a Ticket List.
After that, assign priority to the Ticket, select or create new Tags to be assigned to the contact, and then select Team Members who would carry that particular ticket into notice.
Once you’ve added values to the above fields, simply define a ticket title using the contact attribute and then click Add.
9. Mark Blacklisted
If you want to avoid false Leads, Contact creation, or Incoming or Outgoing messages, you can put that on the blocklist using this particular Automation Workflow Step.
Simply select the step and click Add, and that’s it.
10. Push To CRM
If you’ve integrated a 3rd party software or platform using the Rest API option in the Integration module, you can run automation to send the info to the REST API-connected platform.
After selecting the Trigger, Channel and Condition(s), choose Push to CRM as the Action Type.
Then, in the REST API option, select the API you’ve integrated with the RUM Work platform.
11. Call REST API
Likewise sending information to the Rest API using the Push To CRM action type, you can also call/add the API of a 3rd party software or platform when needed using the automation for the particular Trigger.
Select Call REST API as the Action Type.
Then, according to your requirements and the platform’s compatibility, add the REST API details. For instance,
- Type for URL as POST, GET, PUT and DELETE.
- Input Header Key(s) and Value(s).
- Select Data Type as URL Encoded, JSON or FORM.
- Then, add the JSON Data using the parameter fields and once done, click Add.
12. Add Tags
To automatically assign tags to the contact, you can utilise this particular Automation Workflow Step.
Simply select the existing tags or define new ones and then click Add.
13. Remove Tags
Create an automation step to remove tags from the contact.
Select the tag(s) you want to remove and click Add.
14. Add To Drip Campaign
If you have created a Drip Campaign before under Campaigns, you can add the contact to it automatically using this Automation Workflow Step.
Simply select the Drip Campaign from the list and click Add.
15. Remove From Drip Campaign
If the contact is in a Drip Campaign, and if you want to remove it from that based on the Trigger Condition(s) fulfilment, you can use this particular Automation Workflow Step.
16. Assign To Team Member
Whether you receive a new incoming message or send an outgoing, or perhaps a lead is generated. Therefore, based on the Trigger and its condition, if you want it to review or take into notice by a Team Member, you can use this Automation Workflow Step.
There are two options it provides:
- 1.Assign to Specific Team Member
- 2.Assign One by One (Round Robin Method)
When you select Assign to Specific Team Member, you get the option to choose the team member.
Otherwise, the Workflow step will assign it to the Team Members one by one who has permission to manage workflows.
The Round Robin method will work per the configuration in the Chat Settings.