Actions are the steps a workflow runs after a trigger starts it. This page lists every workflow action in Aesthetix CRM, grouped the same way they appear in the workflow builder. Click any category to open its full reference guide, where each action is documented in detail: what it does, every field and option, the data it produces for later steps, and example workflows.
To add an action, open a workflow in the builder, click the plus icon where you want the step, and choose the action.
Create, find, update, tag, assign, and manage contacts.
Create Contact
Find Contact
Update Contact Field
Add Contact Tag
Remove Contact Tag
Assign to User
Remove Assigned User
Enable/Disable DND
Add to Notes
Copy Contact
Edit Conversation
Add Task
Delete Contact
Modify Contact Engagement Score
Add Contact Followers
Remove Contact Followers
Merge Contact
Email Verification
Send messages, place calls, and notify your team.
Send Email
Send SMS
Slack
Call
Voicemail
Manual Action to SMS
Manual Action to Call
Send Internal Notification
Send Review Request
Log External Call
Reply and message across social channels and WhatsApp. Several of these require a matching comment or reply trigger in the workflow.
Messenger
Instagram DM
GMB Messaging
Facebook Interactive Messenger
Instagram Interactive Messenger
Reply in Comments
TikTok Interactive Messenger
Send Live Chat Message
Create, update, find, and manage opportunities and their owners.
Create/Update Opportunity
Create Opportunity
Update Opportunity
Remove Opportunity
Add Owner to Opportunity
Remove Owner from Opportunity
Add Followers to Opportunity
Remove Followers from Opportunity
Find Opportunity
Update appointments, add notes, and generate booking links.
Update Appointment Status
Create Appointment/Booking Note
Generate One-Time Booking Link
Book Appointment
Charge, invoice, estimate, and send documents through AX Pay.
Stripe One-Time Charge
Send Invoice
Send Estimate
Send Documents & Contracts
Send Recurring Invoice
Push data to Google and Meta and manage ad audiences.
Add to Google Analytics
Add to Google Ads
Facebook - Add to Custom Audience
Facebook - Remove from Custom Audience
Meta Conversion API
Generate Marketing Audit Report
Send and sync data with external systems.
Webhook
Custom Webhook
Google Sheets
Control how a workflow branches, waits, and moves contacts.
If/Else
Wait
Goal Event
Split
Go To
Drip
Add to Workflow
Remove from Workflow
Set Event Start Date
Transform data and produce values you reference in later steps.
Date/Time Formatter
Number Formatter
Text Formatter
Array Formatter
Math Operation
Update Custom Value
Custom Code
Work with associated records, custom objects, and companies.
Create Associated Record
Update Associated Record
Clear Fields of Associated Record
Add Associated Records to Workflow
Remove Associated Records from Workflow
Create & Associate Company
Update Associated Company
Clear Associated Company Fields
Run AI inside a workflow to summarize, translate, extract, and decide. The Conversation AI, Voice AI, and Agent Studio actions are documented in the AI Employee collection.
AI Agent
GPT (OpenAI)
AI Translate
AI Summarize
AI Intent Detection
AI Decision Maker
AI Extract Data
Enroll affiliates, manage campaigns, and record referrals and sales.
Add to Affiliate Manager
Update Affiliate
Add to Affiliate Campaign
Remove from Affiliate Campaign
Add Leads Under an Affiliate
Add Manual Sales for an Affiliate
Actions are the steps a workflow runs; triggers are what start it. See the Triggers: Master Index for the full list of every workflow trigger.
