Workflow builder
Conditions, waits, branches, goals and workflow settings.
13 articles
No results. Try different words.
- How to add a wait between workflow stepsIn the workflow, click the + between two steps, choose the Wait action, set the wait type (for example, a fixed time like 1 day, or until a set time before the appointment) and save. The contact stays at that point until the wait ends.
- How to change a date format or count days between dates in a workflowIn the workflow, click + and add Date/Time Formatter. Choose Format Date, Format Date-Time or Compare Dates, pick the source field, the input format and the output format. The result is stored in a variable you can use in messages, fields or conditions.
- How to disable a workflow action without deleting itIn the builder, hover over the action and click the toggle (pause icon) to disable it. The action turns gray with a Disabled label and is skipped when contacts go through; the following actions still run. Switch the toggle back on to re-enable it.
- How to pause workflows on holidays or specific datesGo to Automation › Workflows › Global Workflow Settings › Pause Workflow, pick the start and end date and time, select the published workflows to pause and save. Tick Annually to repeat every year. During the pause, contacts still enter but wait until the period ends.
- How to publish a workflow and set its settings (sending hours, re-entry, stop on response)Inside the workflow, open the Settings tab to choose whether contacts can re-enter, whether the workflow stops when they reply, the time zone and the sending window. Then switch the toggle from Draft to Publish and click Save.
- How to recover a deleted workflowGo to Automation › Workflows, open the Deleted tab, find the workflow and click Restore. The workflow returns to the root of the list as a draft, with its original triggers and actions; publish it again. Deleted workflows stay available for 30 days.
- How to run calculations in a workflow with the Math Operation actionIn the workflow, click + and add Math Operation. Choose the number or date field to calculate, the operation (add, subtract, multiply, divide, or add/subtract days, months and years on a date), the value, and the field where the result is stored. Save the action and publish.
- How to send contact data to a Google Sheets spreadsheet from a workflowIn the workflow, click + and add the Google Sheets action. Connect your Google account, pick the drive, the spreadsheet and the worksheet, click Refresh Headers and map each column to a contact field. Save the action and publish: every contact that goes through creates a new row.
- How to send workflow data to another system (outgoing webhook)In the workflow, click + and add the Custom Webhook action. Paste the address (URL) that will receive the data, pick the method (POST, GET, PUT or DELETE), set the authorization if the other system requires it, and build the data to send from the contact's fields. Save the action and publish.
- How to split a workflow into paths with an If/Else conditionIn the workflow, click the +, choose If/Else, name the condition as a question, pick Build Your Own (or a ready scenario), set the rule for each branch and save. Contacts who meet the rule go down that branch; everyone else goes down the Else branch.
- How to stop a workflow when the customer replies (Stop on Response)Inside the workflow, open Settings and turn on Stop on Response. When the contact replies to an SMS, email or call sent by that workflow, they're removed from it and don't get the following messages. If the workflow makes calls, adjust voicemail detection and the call timeout.
- How to use artificial intelligence in a workflow (GPT action)In the workflow, click +, search for the GPT powered by OpenAI action, choose the type (summarize, analyze sentiment, translate or custom prompt) and the model, then write the prompt using the contact's dynamic fields. The result becomes a variable you can use in the next actions (message, field, If/Else).
- How to view a workflow's previous versions and roll backInside the workflow, open Version History. Each saved version shows who edited it, when, and whether it was a draft or published. Click Restore next to a version to reopen it as a new draft; the published workflow only changes when you publish again. Use Save Version before big changes.