Workflow Automation
Create, configure, and manage automated workflows to streamline your operations.
Creating a Workflow
- 1
Navigate to Workflows
Go to Sidebar > Workflows > All Workflows
- 2
Click Create Workflow
Choose to start from scratch or use a template
- 3
Name Your Workflow
Give it a descriptive name (e.g., "New Lead Welcome SMS")
- 4
Select a Trigger
Choose the event that starts this workflow
- 5
Add Actions
Define what happens when the trigger fires
- 6
Activate
Turn on the workflow to start processing events
Workflow Components
Triggers
Events that start the workflow (lead created, SMS received, etc.)
Conditions
Filters that determine if the workflow should proceed
Actions
Tasks executed when conditions are met (send SMS, update record, etc.)
Delays
Wait periods between actions (minutes, hours, or days)
Managing Workflows
Activate / Deactivate
Turn workflows on or off without deleting them.
Duplicate
Create a copy of an existing workflow to modify.
Edit
Modify triggers, conditions, and actions anytime.
Delete
Permanently remove a workflow.
Example Workflows
Welcome New Lead
Automatically send a welcome SMS when a new lead is created.
Appointment Reminder
Send reminder SMS 24 hours before appointment.
Low Balance Alert
Notify admin when a buyer's balance drops below $50.
Lead Routing Failed
Alert team when a lead cannot be sold to any buyer.