Workflows
What happens after someone submits a form: triggers, steps and conditions.
The basics
Build a workflow
- Create a workflowBuild a workflow with AI, from a recipe or step by step, test it on a real response, and turn it on.
- Workflow triggersEvery event that can start a workflow, from a submitted form to a paid report, a booked call or a Hot lead.
- Workflow actionsEvery action a workflow can take, from drafting and sending reports to emails, waits, Slack, sheets, CRMs and files.
- Conditions and branches (If / Else)Send a workflow down different paths depending on answers, scores, how the form was filled in, or the report.
- Workflow activity, failures and retriesSee every time a workflow ran, find out why an action failed, and try again from where it stopped.