Workflow

A workflow can be considered as a backend flow where you can automate tasks such as adding or removing tags, set custom field variables, do external API calls.

This way the conversation you have with the subscriber will not be affected by needing to wait to apply all those actions and the experience is as smooth as possible for that end-user.

Create Workflow

To create a workflow just go to the flow overview by selecting Flows from the left-hand menu.

Then press the button + New Sub Flow

Select the workflow flow type then give it a name. Once done press the button Create to start creating your workflow.

Workflow Example

A simple workflow to notify the admin when a user has provide the details for the appoinment.

Trigger Workflow

It is very simple to trigger the above workflow inside of any other flow that you build.

Just insert an action block, go to advanced actions, then choose trigger workflow at the bottom