Actions are at the heart of CrocoClick automations. They allow you to automate and efficiently manage your business processes following a specific trigger event (new contact, appointment made, form filled out, etc.).

Here is a clear overview of the available action categories and how to use them effectively.

What are Triggers and Actions?

• Trigger: A specific event (e.g., form submitted, new registration) that initiates automation.

• Action: Automated task (e.g., send an email, create a contact) that is triggered after the trigger.

Categories of Actions in CrocoClick

Contact Actions

• Create a contact
  Creates a new contact record in the CRM.
  Useful for: Automatically capturing leads without manual intervention.

• Find a contact
  Searches for an existing contact via email, phone, or other field.
  Useful for: Checking whether a contact exists before adding information.

• Modify a contact field
  Updates specific information (e.g., status, score) on the contact record.
  Useful for: Keeping data up to date based on the customer journey.

• Add a tag to the contact
  Associates a custom label with a contact.
  Useful for: Precise segmentation and targeting in your campaigns.

• Remove a tag from the contact
  Removes a label from a contact.
  Useful for: Cleaning up segments or responding to a change in behavior.

• Assign to a user
  Assigns a contact to a team member.
  Useful for: Automatically distributing leads according to responsibilities.

• Remove assigned user
  Removes a contact from a user.
  Useful for: Rebalancing lead distribution or managing special cases.

• Enable/Disable Do Not Disturb
  Blocks or reactivates communications for a contact.
  Useful for: Respecting unsubscribe or pause requests.

• Add a note
  Inserts an internal comment about the contact.
  Useful for: Tracking additional information (preferences, context).

• Add a task
  Creates an action to be performed (e.g., call, follow-up email).
  Useful for: Structuring additional manual follow-up.

• Copy contact
  Duplicates the contact record to another account or sub-account.
  Useful for: Sharing a lead between multiple departments or entities.

• Delete contact
  Permanently deletes the contact record.
  Useful for: Managing compliance (GDPR) or purging the database.

• Modify the contact's
  engagement score Adjusts a contact's level of interest or interaction.
  Useful for: Triggering actions based on engagement.

• Add/Remove subscribers to the contact
  Manages the list of users who follow a contact.
  Useful for: Sharing lead visibility with your team.

Communication Actions

• Send an email
  Sends a personalized email to the contact.
  Useful for: Follow-ups, notifications, or marketing campaigns.

• Send a text message
  Sends a text message to the contact's phone number.
  Useful for: Appointment reminders or urgent promotions.

• Send a Slack message
  Shares a notification in a Slack channel or direct message.
  Useful for: Alerting your team in real time.

• Call
  Initiate an automatic phone call to the contact via VoIP.
  Useful for: Automatic prospecting or voice notifications.

• Voicemail
  Leaves a voice message on the contact's voicemail.
  Useful for: Pre-recorded messages or voice reminders.

• Messenger
  Sends a message via Facebook Messenger.
  Useful for: Engagement on social media.

• Instagram DM
  Sends a direct message on Instagram.
  Useful for: Customer support or social media campaigns.

• Manual SMS Action / Manual Call Action
  Invites a user to send an SMS or make a call manually.
  Useful for: Phases where human intervention is required.

• GMB Messaging
  Responds to Google My Business messages.
  Useful for: Support and responsiveness on your local listing.

• Send an internal notification
  Creates an alert visible in CrocoClick (bell).
  Useful for: Informing your teams without leaving the interface.

• Send a review request
  Automatically requests a customer review.
  Useful for: Managing your e-reputation and collecting testimonials.

• AI Conversation
  Manages automated exchanges via AI.
  Useful for: Instant responses 24/7.

• Facebook/Instagram Interactive Messenger
  Automatically responds to comments on your posts.
  Useful for: Increasing engagement and social visibility.

• Reply in Comments
  Responds to Facebook/Instagram comments.
  Useful for: Community monitoring and customer relations.

• WhatsApp & WhatsApp Media
  Sends text or media messages on WhatsApp.
  Useful for: Support and notifications via preferred channel.

• Send Live Chat Message
  Responds to live chat messages on your website.
  Useful for: Instant support and qualification.

Sending Data

• Webhook / Custom Webhook
  Sends data to an external API.
  Useful for: Integrations and real-time synchronization.

• Google Sheets
  Adds or retrieves data in a Google Sheets spreadsheet.
  Useful for: Automated reporting or external database.

Internal Tools

• If/Then Condition
  Directs the contact to two branches based on a condition.
  Useful for: Customizing the journey based on responses.

• Wait Step
  Delays the flow for a defined period of time.
  Useful for: Spacing out communications and avoiding overload.

• Goal Event
  Redirects to a global goal (skip).
  Useful for: Shortening the journey if the goal is achieved.

• Split (A/B test)
  Creates multiple paths to test variants.
  Useful for: Optimizing your messages and conversion rates.

• Update a custom value
  Dynamically changes a custom field.
  Useful for: Adapting content based on the profile.

• Go to
  Sends the contact to another automation.
  Useful for: Structuring modular workflows.

• Remove from automation
  Excludes the contact from the current scenario.
  Useful for: Avoiding duplicates or unsuitable paths.

• Table functions
  Process lists or data sets.
  Useful for: Manipulating multiple values at once.

• Drip mode
  Sends in small batches to regulate the flow.
  Useful for: Preserving deliverability and reputation.

• Format text
  Adjusts the formatting of messages.
  Useful for: Harmonizing your communications.

• Custom code
  Executes a JavaScript or Python script.
  Useful for: Advanced needs not covered natively.

AI Actions (CrocoClick AI)

• AI prompt (GPT-3)
  Generates content or responses via AI.
  Useful for: Automating text or response creation.

Eliza Actions

• Eliza AI
  appointment booking Automate appointment scheduling via the Eliza platform.
  Useful for: Entrusting qualification and scheduling to AI.

• Forward to Eliza platform
  Sends the contact to the Eliza Agent service.
  Useful for: Switching to an external conversational agent.

Appointment actions

• Update appointment status
  Changes the status (scheduled, rescheduled, no-show).
  Useful for: Automatic appointment tracking.

• Generate unique booking link
  Creates a one-click booking link.
  Useful for: Facilitating appointment scheduling.

Opportunity Actions

• Create/Update Opportunity
  Adds or modifies a sales opportunity.
  Useful for: Managing your sales pipeline.

• Delete opportunity
  Removes a completed or canceled opportunity.
  Useful for: Avoiding pipeline clutter.

Payment Actions

• One-time Stripe payment
  Generates a one-time Stripe transaction.
  Useful for: Fast billing without leaving CrocoClick.

• Send Invoice
  Automatically sends a HighLevel invoice.
  Useful for: Effortless accounting management.

• Send documents and contracts
  Sends a document or contract to be signed.
  Useful for: Digitizing contractual processes.

Marketing Actions

• Add to Google Analytics
  Sends events and contact data.
  Useful for: Analyzing behavior for your campaigns.

• Add to Google Ads
  Synchronizes leads with your Ads audiences. Useful for: Optimizing your advertising spend.

• Add Facebook Audience
  Sends contacts to a custom audience. Useful for: Advanced targeting on Facebook.

• Remove Facebook Audience
  Excludes contacts from Facebook audiences. Useful for: Adjusting your advertising segments.

• Facebook Conversions
  API Sends your conversions to optimize campaigns. Useful for: Improving advertising tracking.

Affiliate actions

• Add to affiliate manager
  Registers a new affiliate. Useful for: Automating your affiliate program.

• Update affiliate
  Modifies affiliate information. Useful for: Managing rights and commissions.

• Add/Remove from an Affiliate Campaign
  Manages campaign enrollment. Useful for: Launching or stopping affiliate promotions.

Training Actions

• Grant access to the offer
  Opens access to a module or training course. Useful for: Triggering access after payment.

• Revoke access to the offer
  Closes access to a training course. Useful for: Managing subscriptions or suspensions.

IVR Actions

• Collect call info
  Retrieves callers' DTMF selections. Useful for: Creating interactive voice menus.

• Play message
  Plays a voice recording. Useful for: Greeting messages or instructions.

• Connect call
  Transfers to an extension or service. Useful for: Routing incoming calls.

• End call
  Ends the call. Useful for: Closing the IVR journey.

• Record voicemail
  Allows callers to leave a message. Useful for: Collecting offline feedback.

Community Actions

• Grant group access
  Adds the contact to a community group. Useful for: Managing automated memberships.

• Revoke group access
  Removes the contact from a group. Useful for: Managing unsubscriptions.

Thanks to this detailed guide, you now have a description and explanation of how to use each CrocoClick action. Adapt your automations to maximize your productivity and customer engagement.

BONUS: Summary Table

💡ATTENTION: We are currently experiencing issues with our translation tool for the automation section. Here is a table summarizing the displayed name of the action, as well as its "real" name