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Creating your Workflows

Creating your Workflows

You can create a Workflow by going to the Workflows section of your Dashboard.

  1. On the top right side of the Workflows page, click the "Add new workflow" button.
  2. Name your Workflow.
  3. Select an event that will trigger the Workflow.
  4. Add a new route (each route is an if/then condition) and name your new route.
  5. Select "If inquiry" and add one or more IF condition(s) (e.g. list_match contains). If you do select more than one IF condition in the same route, please note that all conditions will have to be met in order for the route to be matched.
  6. Select "Then" and add your desired action (e.g. decline).
  7. If needed, add additional routes (repeat steps 4-6).
  8. Check that the route "Everything else" matches your expected behavior for any inquiries that don't match any of the other routes.
  9. Save draft and publish your Workflow. A published Workflow is not yet active but allows your teammates to check and edit the Workflow.
  10. When you're ready to start running your Workflow, press the play icon.
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