Workflow Step
After setting your Trigger, build your Workflow with Steps.
Last updated
After setting your Trigger, build your Workflow with Steps.
Last updated
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:
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.
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.
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.
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.
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
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.
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.
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
