Building Workflows

Create automated workflows step-by-step using the visual editor.

Building Workflows

Creating a New Workflow

1. Navigate to Workflows in the sidebar
2. Click + New Workflow
3. Give your workflow a name and description
4. The visual editor opens

The Visual Editor

The workflow editor uses a node-based canvas:

• Left panel — available triggers and actions
• Center canvas — your workflow diagram
• Right panel — settings for the selected node

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Adding Nodes

1. Drag a node from the left panel onto the canvas
2. Or click + on an existing node to add the next step
3. Connect nodes by dragging from one output to another input

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Node Types

Node	Purpose
Trigger	Starts the workflow (always the first node)
Send SMS	Send a text message to a contact
Send Email	Send an email to a contact
HTTP Request	Call an external API
Update Contact	Modify contact fields
Create Task	Add a task to the pipeline
Delay	Wait for a duration (minutes, hours, days)
Condition	If/else branch based on data
Webhook	Receive data from external services

Importing Workflows

Import pre-built workflows from JSON files:

1. Click Import button
2. Select a JSON workflow file
3. The workflow loads into the editor
4. Review and adjust settings
5. Save and activate

Activating a Workflow

Toggle the Active switch on the workflow card to enable/disable it:

• Active (green) — workflow runs when triggered
• Inactive (gray) — workflow is paused

Workflow Logs

Monitor execution in real-time:

• Each run is logged with timestamp, status, and steps executed
• View detailed logs in the Workflow Logs section