List of Workflow Actions

Overview

Workflows in PXME give you a wide range of actions to automate communication, tasks, and contact management. This guide lists all available actions by category so you can design powerful, flexible automations.

Step 1: How to Add an Action

• Navigate to Automation > Workflows.

• Create a new workflow or edit an existing one.

• Click the “+” icon to add an action.

Categories and Actions

Contact

• Create Contact – Adds a new contact into PXME (ideal for capturing leads).

• Find Contact – Locates an existing contact based on details provided.

• Update Contact Field – Updates a specific contact field dynamically.

• Add Contact Tag – Tags a contact for segmentation and targeting.

• Remove Contact Tag – Removes a tag for cleaner list management.

• Assign to User – Assigns a contact to a specific user for follow-up.

• Remove Assigned User – Removes assigned user from a contact.

• Edit Conversation – Marks conversations as Read/Unread, archived, or unarchived.

• Disable/Enable DND – Toggles Do Not Disturb for communication preferences.

• Add Note – Adds an internal note to a contact.

• Add Task – Creates a follow-up task tied to a contact.

• Copy Contact – Duplicates a contact into another sub-account.

• Delete Contact – Removes a contact from PXME.

• Modify Engagement Score – Adjusts a contact’s engagement score.

• Add/Remove Contact Followers – Adds or removes followers for team visibility.

Communication

• Send Email – Sends an email to the contact.

• Send SMS – Sends an SMS to the contact.

• Call – Initiates a call to the contact; if unanswered, routes to a user.

• Voicemail – Drops a pre-recorded voicemail.

• Messenger (Facebook) – Sends messages via Facebook Messenger.

• Instagram DM – Sends messages via Instagram Direct Message.

• Manual Action (SMS/Call) – Assigns a manual communication task for a user.

• Google Business Messaging – Sends/receives Google Business messages.

• Send Internal Notification – Notifies team members about updates.

• Send Review Request – Automates review requests to contacts.

• Conversation AI – Uses AI to manage inbound conversations.

• Facebook Interactive Messenger – Responds to comments and messages via Facebook.

• Instagram Interactive Messenger – Responds to comments and messages via Instagram.

• Reply in Comments – Replies to comments on Facebook or Instagram posts.

• WhatsApp – Sends WhatsApp messages (within compliance rules).

• WhatsApp Customer Service Window Check – Automates workflows within the 24-hour service window.

• WhatsApp Send Flows – Sends WhatsApp flows like appointment bookings.

• Send Live Chat Message – Sends replies via the live chat widget.

• Log External Call – Logs calls made from third-party dialers.

• Appointment Booking AI Bot – Books appointments through conversational AI.

• Update Conversation AI Bot and Status – Turns the AI bot on or off for a contact.

• Book Appointment – Creates an appointment with preset rules and availability.

Send Data

• Webhook/Custom Webhook – Sends data from PXME to external apps/services.

• Google Sheets – Pushes or retrieves data from Google Sheets.

Internal Tools

• If/Else – Branches contacts based on conditions.

• Wait Step – Pauses workflows for a set duration.

• Goal Event – Skips contacts ahead when a goal is reached.

• Split – Runs split tests to compare actions.

• Update Custom Value – Updates custom values dynamically.

• Go To – Jumps to another workflow.

• Date/Time Formatter – Reformat or compare date fields.

• Number Formatter – Format or calculate numeric fields.

• Math Operation – Perform operations like add/subtract.

• Set Event Start Date – Assigns a fixed date/time for workflow scheduling.

• Add To Workflow – Adds a contact to another workflow.

• Remove From Workflow – Removes a contact from one or multiple workflows.

• Array Functions – Manages multiple values as a single unit.

• Drip Mode – Controls how contacts batch through workflows.

• Text Formatter – Reformats text data.

• Custom Code – Runs custom scripts for advanced logic.

Workflow AI

• AI Prompt – Uses PXME AI to generate responses based on prompts.

• Eliza Appointment Booking – AI bot to converse and book appointments.

• Send to Eliza Agent Platform – Routes contact into Eliza AI services (if enabled).

Appointments

• Update Appointment Status – Updates appointment records (reschedule, no show, etc.).

• Generate One-Time Booking Link – Sends a protected booking link to avoid duplicate bookings.

Opportunity

• Create/Update Opportunity – Adds or updates opportunities in the pipeline.

• Remove Opportunity – Removes opportunities from pipelines.

• Add/Remove Opportunity Owner – Assigns or unassigns an owner.

• Add/Remove Opportunity Followers – Adds or removes followers for visibility.

• Find Opportunity – Searches for opportunities matching conditions.

• Create Opportunity – Creates a new one in the pipeline.

• Update Opportunity – Updates opportunities based on triggers.

Payments

• Stripe One-Time Charge – Charges customers via Stripe.

• Send Invoice – Sends invoices from PXME.

• Send Estimate – Sends automated estimates.

• Send Documents/Contracts – Sends pre-built templates for signature.

Marketing

• Add to Google Analytics – Pushes contact data into Google Analytics.

• Add to Google Ads – Sends contacts to Google Ads.

• Add to Facebook Custom Audience – Adds contacts to a Facebook audience.

• Remove from Facebook Custom Audience – Removes contacts from a Facebook audience.

• Facebook Conversion API – Sends conversion events to Facebook.

Affiliate

• Add to Affiliate Manager – Adds a new affiliate.

• Update Affiliate – Updates affiliate details.

• Add/Remove from Affiliate Campaign – Assigns or removes affiliates from campaigns.

• Add Leads Under Affiliate – Assigns leads to affiliates.

• Add Manual Sales for Affiliate – Records manual sales for affiliates.

Courses

• Course Grant Offer – Grants a course offer to a contact.

• Course Revoke Offer – Revokes a course offer.

IVR (Interactive Voice Response)

• Gather Input on Call – Collects caller input to determine flow.

• Play Message – Plays a message during the IVR call.

• Connect to Call – Transfers call to a user/number.

• End Call – Ends the IVR journey.

• Record Voicemail – Records a caller voicemail.

Communities

• Grant Group Access – Grants access to a community group.

• Revoke Group Access – Removes group access.

• Grant Private Channel Access – Gives access to a private channel in a group.

• Remove Private Channel Access – Removes private channel access but keeps group membership.

• Grant Leaderboard Points – Awards leaderboard points in a community group.

Certificates

• Issue Certificate – Sends a selected certificate via email.

FAQ

Q1: Can I use multiple actions in one workflow?
Yes, you can chain multiple actions to build advanced automations.

Q2: Can workflow actions work with affiliates?
Yes. For example, Add Leads under an Affiliate assigns leads automatically, and you can layer it with other actions.

Q3: Can I customize messages sent with Send Email or SMS?
Yes, all content is fully editable for personalization.

Q4: Can I integrate PXME workflows with external apps?
Yes. Use the Webhook/Custom Webhook action to connect PXME with outside tools.