Workflow Step

After setting your Trigger, build your Workflow with Steps.

Once a Trigger is configured, you can build the Workflow by adding Steps. When a Workflow has been triggered, its Step(s) will be carried out sequentially on the triggering Contact

Below are the actions that can be performed with Steps:

• Add a Step

• Configure a Step

• Move a Step

• Edit a Step name

• Duplicate a Step

• Delete a Step

Add a Step

To specify a new action within the Workflow, add a Step by clicking on the + node and selecting the desired action.

Maximum 100 Steps per Workflow.

Configure a step

After adding a step, configure the step in the configuration drawer. Each step has different configuration possibilities. Configurations that can be added include content, channel, action and advanced settings.

Move a step

To move a Workflow Step, hold the Step and drag it to the desired position.

When moving a parent Step with child Steps attached beneath it, all the child Steps will be moved together with the parent Step.

Edit a step name

To edit the step name, click on the Edit icon and input the desired name for this step. Click the green ✓ icon to confirm the name.

Duplicate a Step

To copy a Step in the Workflow, hover over the Step and click the Copy icon that appears on the top right.

To paste a copied Step in the Workflow, click on the + node you want to paste the Step in and select Paste Step (with the copied step name) in the Add Step menu

Step duplication is only possible within the same workflow

Move a Step

Click and hold the Step and drag it to the desired position to move a Workflow Step. When moving a parent Step with child Steps attached beneath it, all the child Steps will be moved together with the parent Step.

Delete a step

To remove a Step from a Workflow, hover over the Step and click the Delete icon that appears on the top right.

All actions stemming from this Step (e.g. Branch, Ask a Question) will be deleted along with it. A dialog box will open to confirm this action.

List of Steps

Below is a list of available steps in the Workflows module. You can click on each step to learn more about its functions.

Step	Description
​Send a Message​	Send a message with the specified content to the Contact
​Ask a Question​	Send a specified question to the Contact on the Last Interacted Channel
​Assign To​	Assign Contact to a user
​Branch​	Create Workflow Branches based on conditions
​Update Contact Tag​	Add or remove one or many Contact Tags
​Update Contact Field​	Modify Contact Field values for the Contact
​Open Conversation​	Open a Conversation with the Contact
​Close Conversation​	Close a Conversation with closing notes
​Add Comment​	Add an internal comment about the Contact or conversation
​Jump To​	Jump to a different Step in the journey
​Wait​	Wait for a stipulated period of time before advancing
​Date & Time​	Create Workflow Branches based on date or time conditions
HTTP Request	Send an HTTP request to another application
Add Google Sheets Row	Send information to a Google Sheet