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Actions

Table of Contents

Actions are the particular tasks that are performed within a Scalerize Funnel. Think of these as “outcomes” that you can produce to achieve your automation goals.

The following actions are supported by Scalerize:

Delay #

  1. Delay Timer
  2. Date Timer
  3. Field Timer
  4. Advanced Timer
  5. Loop

Communications #

  1. Send Email
  2. Admin Notification
  3. Send SMS
  4. SMS Admin Notification
  5. Send WhatsApp

CRM #

  1. Apply Tag
  2. Remove Tag
  3. Add Note
  4. Assign Owner
  5. Edit Meta

WordPress #

  1. Create User

Developer #

  1. Webhook
  2. Plugin API Action

Pipeline #

  1. Create Deal
  2. Move Deal

Other #

  1. Zapier Webook
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