# Workflow Step

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](#add-a-step)
* [Configure a Step](#configure-a-step)
* [Move a Step](#move-a-step)
* [Edit a Step name](#edit-a-step-name)
* [Duplicate a Step](#duplicate-a-step)
* [Delete 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. 

<figure><img src="https://3688769499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mbui1HRO4dGghy5ITOz%2Fuploads%2F83gWpIfxbwgWGMUACBa4%2Fimage.png?alt=media&#x26;token=b034c234-5b3b-4993-b035-c4ff3719fc96" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Maximum 100 Steps per Workflow.
{% endhint %}

### 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.

{% hint style="info" %}
When moving a parent Step with child Steps attached beneath it, all the child Steps will be moved together with the parent Step.
{% endhint %}

### **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.

![](https://3688769499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mbui1HRO4dGghy5ITOz%2Fuploads%2FPn6ErRAiFnWVjPOrxY2L%2FEdit%20Step%20Name.gif?alt=media\&token=e7172586-43fa-4192-9c97-a1cd742a25dd)

### 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.

<figure><img src="https://3688769499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mbui1HRO4dGghy5ITOz%2Fuploads%2F7gHbj5gMBwsyrf0gHIVz%2FCopy%20Step.png?alt=media&#x26;token=d6d0cdf1-0992-4c64-b8cf-98f272e1d6f1" alt="" width="273"><figcaption></figcaption></figure>

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

<figure><img src="https://3688769499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mbui1HRO4dGghy5ITOz%2Fuploads%2F0mEQO2MGkb2inM1v0gP8%2FPaste%20Step.png?alt=media&#x26;token=2691bba5-71c6-4b5c-a372-f5089e3acffa" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Step duplication is only possible within the same workflow
{% endhint %}

### Move a Step <a href="#move_a_step" id="move_a_step"></a>

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.

<figure><img src="https://3688769499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mbui1HRO4dGghy5ITOz%2Fuploads%2Fm0bXPXXe72W4DpOpxGwx%2FDelete%20Step.png?alt=media&#x26;token=bae5ff88-f547-4fb0-bbf9-6cdc209574f3" alt="" width="246"><figcaption></figcaption></figure>

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.

![](https://3688769499-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mbui1HRO4dGghy5ITOz%2Fuploads%2F5fTe0Buo0Vf159AZJqMN%2Fdelete%20branch.gif?alt=media\&token=bc2dfc51-5f94-4465-975f-87bbe13ad35e)

### List of Steps <a href="#list_of_steps" id="list_of_steps"></a>

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                                      |

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