# How To Add a Manual Call Action to a Workflow > Learn how to set up a manual call action in GHL Customer Care workflows and create outbound call tasks automatically using workflow triggers. - Source: https://docs.ghlcustomercare.com/docs/conversations/manual-actions/how-to-add-a-manual-call-action-to-a-workflow - Section: Conversations / Manual Actions - Reading time: 2 min - Images: 5, each explained below - Modified on Wed, 4 Jun, 2025 at 2:30 PM --- This article will show you how to add a Manual Call action to a workflow in GHL Customer Care. This action allows you to create call tasks automatically when a workflow trigger is met. This is perfect for sales or support follow-ups that require a personal touch. --- **TABLE OF CONTENTS** - [What is Manual Call Action?](#what-is-manual-call-action) - [Key Benefits of Manual Call Action](#key-benefits-of-manual-call-action) - [How To Add a Manual Call Action to a Workflow](#how-to-add-a-manual-call-action-to-a-workflow) - [Viewing Assigned Manual Calls](#viewing-assigned-manual-calls) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is Manual Call Action?** Manual Call Action is a type of Manual Action used in GHL Customer Care workflows. It allows you to assign outbound call tasks to a team member based on workflow triggers such as tags, form submissions, or appointments. Once the workflow is triggered, the contact appears under the Manual Actions tab in the Conversations section. --- ## **Key Benefits of Manual Call Action** - **Automation Flexibility**: assign call tasks automatically from workflows. - **Workflow Efficiency**: enable reps to manage outbound call queues from one tab. - **Task Tracking**: check statuses like _Yet to Call_ or _Completed_ for clear follow-up. - **Custom Triggers**: trigger based on contact tags, form fills, pipeline stage changes, and more. --- ## **How To Add a Manual Call Action to a Workflow** Manual Call Actions are added from the workflow builder using the "Manual Action" step. Follow the steps below to configure this action correctly. 1. Navigate to **Marketing** in the left-hand navigation bar. 2. Click **\+ Create Workflow** to create a new workflow. ![Step 2 of 6: Click + Create Workflow to create a new workflow](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047763929/original/exTyzYKY_4JgYGECkaEEzEzRzdyhB09qEg.png) **Step 2 of 6: Click + Create Workflow to create a new workflow** This screenshot accompanies step 2 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you click + Create Workflow to create a new workflow. The next step is to click + Add Trigger and choose a trigger. - What to click: Click + Create Workflow to create a new workflow. - Controls: + Create Workflow, Marketing, + Add Trigger, +, Manual Action To Call, Save, Publish - Next: Click + Add Trigger and choose a trigger. Full procedure: 1. Navigate to Marketing in the left-hand navigation bar. 2. Click + Create Workflow to create a new workflow. <- this image 3. Click + Add Trigger and choose a trigger. 4. After adding the trigger, click the + icon beneath it to add a new action. 5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. 6. Click Save and then Publish your workflow. 3. Click **\+ Add Trigger** and choose a trigger. 4. After adding the trigger, click the **+** icon beneath it to add a new action. ![Step 4 of 6: After adding the trigger, click the + icon beneath it to add a new…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047763961/original/mtgAI8HjCeBUWPZUTATMnBYDDe8xJJxz6w.png) **Step 4 of 6: After adding the trigger, click the + icon beneath it to add a new…** This screenshot accompanies step 4 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you after adding the trigger, click the + icon beneath it to add a new action. The next step is to choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. - What to click: After adding the trigger, click the + icon beneath it to add a new action. - Controls: +, Marketing, + Create Workflow, + Add Trigger, Manual Action To Call, Save, Publish - Next: Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. Full procedure: 1. Navigate to Marketing in the left-hand navigation bar. 2. Click + Create Workflow to create a new workflow. 3. Click + Add Trigger and choose a trigger. 4. After adding the trigger, click the + icon beneath it to add a new action. <- this image 5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. 6. Click Save and then Publish your workflow. 5. Choose the **Manual Action To Call** action. Enter a name for the action, like “Manual Call”. ![Step 5 of 6: Choose the Manual Action To Call action. Enter a name for the action…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047763879/original/L47Yx7IJxY6aoYxVubGslT4b-Al_oovZUA.png) **Step 5 of 6: Choose the Manual Action To Call action. Enter a name for the action…** This screenshot accompanies step 5 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. The next step is to click Save and then Publish your workflow. - What to fill in: Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. - Controls: Manual Action To Call, Marketing, + Create Workflow, + Add Trigger, +, Save, Publish - Next: Click Save and then Publish your workflow. Full procedure: 1. Navigate to Marketing in the left-hand navigation bar. 2. Click + Create Workflow to create a new workflow. 3. Click + Add Trigger and choose a trigger. 4. After adding the trigger, click the + icon beneath it to add a new action. 5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. <- this image 6. Click Save and then Publish your workflow. 6. Click **Save** and then **Publish** your workflow. ![Step 6 of 6: Click Save and then Publish your workflow](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047763871/original/ctbfEgEilorZyDUA2lTlBVjv5XpIaNxngg.png) **Step 6 of 6: Click Save and then Publish your workflow** This screenshot accompanies step 6 of 6 in the "How To Add a Manual Call Action to a Workflow" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you click Save and then Publish your workflow. - How to confirm: Click Save and then Publish your workflow. - Controls: Save, Publish, Marketing, + Create Workflow, + Add Trigger, +, Manual Action To Call Full procedure: 1. Navigate to Marketing in the left-hand navigation bar. 2. Click + Create Workflow to create a new workflow. 3. Click + Add Trigger and choose a trigger. 4. After adding the trigger, click the + icon beneath it to add a new action. 5. Choose the Manual Action To Call action. Enter a name for the action, like “Manual Call”. 6. Click Save and then Publish your workflow. <- this image --- ## **Viewing Assigned Manual Calls** Once triggered, contacts assigned to a Manual Call action will appear under Manual Actions in the Conversations tab. Here’s how to find and track them. 1. Go to the left navigation and click **Conversations** 2. Click the **Manual Actions** tab at the top of the page 3. You'll see a list of manual tasks generated by the workflow. ![Step 3 of 3: You'll see a list of manual tasks generated by the workflow](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155047764201/original/Vy3wbnNP6Q3NHw8yHieTpW1Wk4GMhEuztg.png) **Step 3 of 3: You'll see a list of manual tasks generated by the workflow** This screenshot accompanies step 3 of 3 in the "Viewing Assigned Manual Calls" section of "How To Add a Manual Call Action to a Workflow". At this point in the walkthrough you you'll see a list of manual tasks generated by the workflow. - What this covers: You'll see a list of manual tasks generated by the workflow. - Controls: Conversations, Manual Actions Full procedure: 1. Go to the left navigation and click Conversations 2. Click the Manual Actions tab at the top of the page 3. You'll see a list of manual tasks generated by the workflow. <- this image --- ## **Frequently Asked Questions** **Q: Can I assign manual calls to specific users?** Yes. Within the Manual Action step, you can assign the call to a specific user or use round-robin assignment. **Q: Where do I check call results or notes?** Call notes and results can be logged directly within the contact record after the call is completed. **Q: How do I start a manual call task once it appears in Manual Actions?** Click the Let’s Start button next to the task in the Manual Actions tab. --- ## **Related Articles** - [Workflow Action - Manual Call](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-manual-call) - [Workflow Action - Manual SMS](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-manual-sms) - [Workflow Builder Walkthrough](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-builder-walkthrough) - [Outbound Calls with Dialer in Web App (Softphone)](https://docs.ghlcustomercare.com/docs/phone-system/calling/outbound-calls-with-dialer-in-web-app-softphone) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com