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Workflow Builder

Create custom automation workflows.

Building Workflows​

Visual Editor​

Drag-and-drop interface:

  1. Add trigger
  2. Add actions
  3. Connect nodes
  4. Configure settings
  5. Activate

Workflow Elements​

Triggers:

  • Form submission
  • Tag added
  • Date/time
  • Webhook received
  • Score reached

Actions:

  • Send email
  • Add tag
  • Create task
  • Update contact
  • Send notification
  • Wait/delay
  • Webhook call

Conditions:

  • If/then logic
  • Filters
  • Branches

Workflow Settings​

  • Name and description
  • Active/inactive
  • Run limits
  • Error handling

Testing​

  1. Use test contact
  2. Run workflow
  3. Check each step
  4. Debug if needed

Next: Automation Templates →