Automation
Put recurring steps into a workflow.
Choose what starts a workflow, which conditions apply and what happens next. Add a wait time when the next step should happen later.
Triggers · Conditions · Wait times · Actions · Emails
Make it clear when an action should happen.
A workflow defines the sequence. Keep the event, check and action together instead of relying on separate reminders.
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Start with the event.
A trigger determines when your workflow starts. Add conditions so the action belongs to the right situation.
Give each step the right timing.
Place a wait time between steps and set up the email or another available action. Check the content before activation.
Respond to an event
Use an available trigger to start a recurring process. Decide in advance which step should follow.
Check a situation
Add conditions before an action runs. Define which cases should continue and which should stop.
Send an email later
Combine a wait time with an email step. Match its timing and text to the process your workflow supports.
A defined sequence for work that keeps recurring.
How to set it up
Choose the trigger
Start with the available event that fits your process. Give the workflow a name that describes its purpose.
Add conditions
Decide which cases may continue. Check what should happen when a condition is not met.
Set up the steps
Add actions and any wait times. Review the email text and check the sequence of the whole process.
Review and activate
Review the workflow with a concrete example. Activate it when the trigger, conditions and actions fit together.
Conditions keep your workflow focused.
The same event does not always need the same action. Define which situation calls for the next step.
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Frequently asked questions
What starts a workflow?
A trigger starts the workflow. Choose an available event in the editor, then add conditions and actions.
Can I delay a step?
Yes. Add a wait time between steps to determine when the next action, such as an email, should run.
What are conditions for?
Conditions check whether a situation fits the next step. They prevent every case from receiving the same action regardless of context.
Where can I see available actions?
The workflow editor shows available triggers and actions. Start there with your process; contact us if you need a specific missing step.