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Custom Actions

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Place Call

Use when you already know which connection should place the call. This is the simplest option when your routing is already decided.

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Place Call (Smart Selection)

Use when you want Sympana to choose the best phone number automatically with geo-aware rotation. Best for high-volume campaigns with multiple numbers.

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Wait Until Calling Window

Use before any Place Call action when you want calls to go out only during allowed hours in the lead’s timezone. Pauses the workflow until the window opens.

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Send AI Message

Use when you want your AI messaging agent to respond to an inbound message. Pair this with the Message Received trigger. The AI reads the message, generates a response, and sends it back through GHL Conversations.

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Custom Triggers

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Call Completed

Use when you want a workflow to start after a voice call ends. Passes full call data — transcript, sentiment, recording URL, duration, custom analysis, and 30+ other fields. Build post-call workflows here: follow-up SMS, pipeline updates, notes, tags.

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Message Received

Use when you want a workflow to start after an inbound message arrives. Works with SMS, WhatsApp, Instagram, Facebook, Webchat, TikTok, and Email. Add channel filters to narrow which messages trigger the workflow.

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Handoff Requested

Use when you want a workflow to start after your AI messaging agent requests a human takeover. Common actions: add a handoff tag, assign the contact to a team member, send an internal notification, create a task.

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Voice outbound campaign

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AI messaging

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Full voice + messaging

Keep voice and post-call logic in separate workflows. Use Call Completed as the trigger for your post-call workflow — don’t try to handle call results in the same workflow that places the call.