Workflows

Overview

Workflows allow you to automate complex business processes by connecting multiple actions and triggers. Create automated sequences that save time and ensure consistency.

Features

Visual workflow builder
Multiple trigger types
Action nodes
Conditional logic
Template library
Workflow execution tracking
Error handling

Accessing Workflows

Navigate to Workflows from the main menu.

Creating a Workflow

From Template

Click New Workflow
Choose From Template
Browse workflow templates
Select a template
Customize as needed
Save workflow

From Scratch

Click New Workflow
Choose Build from Scratch
Start with a blank workflow
Add triggers and actions
Connect nodes
Configure settings
Save workflow

Workflow Builder

Interface

Canvas: Visual workflow design area
Node Palette: Available nodes to add
Properties Panel: Configure selected node
Toolbar: Save, test, and execute options

Adding Nodes

Drag nodes from palette
Drop onto canvas
Configure node properties
Connect to other nodes

Node Types

Triggers

Manual Trigger: Start workflow manually
Schedule Trigger: Run on schedule
Event Trigger: Triggered by events
Webhook Trigger: External webhook

Actions

Send Email: Send email action
Create Contact: Add contact
Update Contact: Modify contact
Create Campaign: Start campaign
Web Request: HTTP request
Data Transform: Transform data
Condition: Conditional logic
Delay: Wait period
Notification: Send notification

Logic

If/Then: Conditional branching
Switch: Multiple conditions
Loop: Repeat actions
Merge: Combine paths

Connecting Nodes

Click output port of a node
Drag to input port of another node
Connection is created
Data flows through connection

Configuring Nodes

Click on a node
Properties panel opens
Configure node settings:
Input parameters
Output mapping
Conditions
Error handling
Save configuration

Workflow Templates

Available Templates

Welcome Email Sequence: Automated welcome emails
Lead Nurture: Nurture leads over time
Follow-up Campaign: Automated follow-ups
Contact Enrichment: Enrich contact data
Data Sync: Sync data between systems

Using Templates

Select a template
Review workflow structure
Customize for your needs
Update node configurations
Save as new workflow

Workflow Execution

Manual Execution

Open workflow
Click Execute button
Provide input data if needed
Workflow runs
View execution results

Scheduled Execution

Add Schedule Trigger
Configure schedule:
Daily, weekly, monthly
Specific times
Timezone
Workflow runs automatically
View execution history

Event-Triggered Execution

Add Event Trigger
Select event type
Configure event conditions
Workflow runs when event occurs

Workflow Status

Workflows can be:

Active: Enabled and running
Inactive: Disabled
Draft: Not yet activated
Error: Has errors

Activating Workflows

Open workflow
Click Activate button
Workflow becomes active
Starts executing based on triggers

Deactivating Workflows

Click Deactivate button
Workflow stops executing
Can be reactivated later

Execution History

Viewing Executions

Open workflow
Go to Executions tab
View execution history:
Execution date/time
Status (success/failed)
Duration
Input/output data

Execution Details

Click on execution to view:

Execution timeline
Node execution status
Data at each step
Errors if any
Performance metrics

Workflow Management

Editing Workflows

Open workflow
Click Edit
Modify workflow structure
Update node configurations
Save changes

Duplicating Workflows

Click Duplicate button
Workflow is copied
Edit as needed
Save as new workflow

Deleting Workflows

Click Delete button
Confirm deletion
Workflow is removed

Search and Filters

Search Workflows

Search by name
Search by description
Filter by status
Filter by template type

Sort Options

Latest updated
Oldest first
Name (A-Z)
Name (Z-A)

Workflow Best Practices

Start Simple: Begin with basic workflows
Test First: Test workflows before activating
Use Templates: Start from templates when possible
Document: Add descriptions to workflows
Monitor: Check execution history regularly
Error Handling: Add error handling nodes
Optimize: Remove unnecessary nodes

Troubleshooting

Workflow Not Executing

Check workflow is active
Verify triggers are configured
Check execution history for errors
Review node configurations

Execution Errors

Check error messages in execution details
Verify input data format
Check node configurations
Review data connections

Performance Issues

Optimize workflow structure
Remove unnecessary nodes
Check data volume
Review execution times

Related Features

Automate your business processes with powerful workflows that save time and ensure consistency.