The Send to Eliza Agent Platform Workflow Action can let you create a workflow that will automatically send contacts that get added to this workflow to the Eliza Agent platform to most effectively ensure that you are capturing your leads well. This action will both send contacts to the Eliza Agent Platform and add the tag “CS1” to their contact. The “CS1” tag is configured as the Send to Eliza tag on the settings page. This article will give an outline of how to create a workflow using the Send to Eliza Agent Platform Workflow Action.

Step 1: Start a new workflow or edit an existing one

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Pro Tip: You can use any Workflow Triggers to trigger the Send to Eliza Agent Platform Workflow Action or you can leave this workflow without any triggers.

Step 3: Setting up the Send to Eliza Agent Platform Workflow Action

• Click on the “+” symbol below the trigger to add an action.

• Under Actions, select Send to Eliza Agent Platform in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

• (Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.

• Press Save in the bottom right corner of the Action setup menu

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your Workflow is set up and ready to go with the Send to Eliza Agent Platform Workflow Action!