Workflows Overview
Visual automation builder — triggers, steps, and flows.
Workflows let you automate complex sequences of actions triggered by events. Use the visual drag-and-drop builder to create flows that send messages, update contacts, connect to external tools, and more — all without writing code.
Screenshot Needed
Workflow builder canvas showing a trigger node connected to condition, message, and delay steps
ID: workflows-builder • Suggested: 1200×700
Key Concepts
A workflow consists of:
- Trigger — The event that starts the workflow (new message, comment, tag added, etc.)
- Steps — Actions the workflow performs in sequence (send message, wait, check condition, etc.)
- Edges — Connections between steps that define the flow order
- Variables — Data from the trigger that can be used in steps (e.g.,
{{commentText}},{{contactName}})
Common Use Cases
Popular workflow patterns:
- Comment Auto-DM — When someone comments on your Instagram post, automatically DM them a promo code
- Welcome Flow — Send a series of welcome messages to new contacts with delays between each
- Lead Qualification — Ask qualifying questions, tag contacts based on answers, assign to the right team
- Order Confirmation — When a Stripe payment succeeds, send a WhatsApp confirmation with order details
- Appointment Reminder — Check Google Calendar and send reminders 24 hours before appointments
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