Workflow Steps Overview

Workflow Steps Overview

"Start by configuring a Trigger to initiate your Workflow, then proceed to add, configure, edit, duplicate, or delete Steps within the Workflow. There's a maximum limit of 100 Steps per Workflow."

Getting Started


To begin building your Workflow and defining its next Steps, you first need to set up a Trigger. Once the Trigger is configured, you can proceed with adding and configuring the necessary Steps.

Here are the various actions you can perform with Workflow Steps:

  • Add a Step
  • Configure a Step
  • Edit a Step name
  • Duplicate a Step
  • Delete a Step

Add a Step

To add a new action within the Workflow, add a Step by clicking on the + node to select the desired action from the list.


Limitation: Maximum 100 Steps per Workflow.

Configure a Step


To configure a Step, click on a step to access the configuration drawer on the right and customize its settings according to your preferences. Depending on the specific Step, you can add various configurations and other advanced settings.

Edit a Step Name

To edit the Step name, click the Edit icon and input the desired name for this Step. Then, click the green tick icon to confirm the changes.

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 and you can paste Full step.


Step duplication is only possible within the same workflow.

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.

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 customized message with specific content to the Contact.

Send Attachment 

Send an uploaded attachment or URL to the contact.

Ask a Question

Prompt the Contact with a specified question on the Last Interacted Channel.

Assign To

Assign the Contact to a specific user, a user in a team, or a user in an Account, or unassign it.

Branch

Create Workflow Branches based on conditions to direct the flow of the Workflow.

Update Contact Tag

Add or remove one or multiple Contact Tags associated with the Contact.

Update Contact Field

Modify the values of Contact Fields for the Contact.

Open Conversation

Open a Conversation with the Contact.

Close Conversation

Close the active Conversation with optional closing notes.

Add Comment

Add an internal comment about the Contact or conversation.

Jump To

Redirect the Workflow to a different Step in the journey.

Wait

Pause the Workflow for a specified 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 for integration purposes.

Add Google Sheets Row

Add information from the Workflow to a Google Sheet.

CSAT

Send A CSAT survey to the Contact.

Start By Another Workflow

Use the 'Start By Another Workflow' step at the end of this workflow to establish a connection with another workflow.

Salla

This step allows choosing between "Order Details", "Invoice Details". It requires an "Order Id" and offers customizable fields and validation. Actions have "Success" and "Failure" branches.

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