Workflow Builder Screen

Overview

The Workflow Builder allows users to create and manage automated business processes by connecting workflow elements such as Triggers, Conditions, Actions, and Flow Control. These elements work together to automate tasks based on predefined business rules.

Workflow Builder Screen Components

a.Workflow Name

Displays the name of the workflow being created or edited.

b.Workflow Elements Panel

Located on the left side of the screen, this panel contains all available workflow components that can be added to the workflow canvas.

The available workflow element categories include:

• Triggers

• Actions

• Communication

• Apps

• AI Actions

• Social Engagement

• User Engagement

• Conditions

• Flow Control

c.Workflow Canvas

The central workspace where workflow elements are added, connected, and configured to create an automation flow.

d.Workflow Management Options

The following options are available in the top-right corner of the screen:

• Activate Flow– Enables or disables workflow execution.

• Simulate– Tests workflow behavior before activation.

• Flow Logs– Displays workflow execution history and logs.

• Clear– Removes all workflow elements from the canvas.

• Save Workflow– Saves the workflow configuration.

Workflow Elements

Trigger

A Trigger defines the event that starts the workflow.

Available Triggers:

• Occurrence of Event – Starts the workflow when a selected event occurs.
• In Segment – Starts the workflow for users belonging to a selected segment.
• Change in User Attribute – Starts the workflow when a user attribute value changes.
• For Specific Users – Starts the workflow for selected users or user groups.
• On Lead Communication – Starts the workflow when a lead communication activity occurs.

Action

An Action defines the activity performed when trigger and condition requirements are met.

Available Actions:

• Update Lead– Updates lead information.

• Update Tags– Adds, removes, or updates lead tags.

• Update Group– Assigns or updates the lead group.

• Update Funnel– Moves the lead to a selected funnel or stage.

• Show In-app– Displays an in-app notification or message.

• Show On-site Notifications– Displays notifications on the website.

• Send Web Push– Sends a web push notification to users.

• Send Summary– Sends a summary notification or report.

• Call API– Sends data to an external application through an API.

• Create Task– Creates a task for follow-up or action.

• Set User Attribute– Updates a user attribute value.

Conditions evaluate specific criteria before the workflow proceeds to the next step.

Available Conditions:

• Is In Segment/List – Checks whether a user belongs to a selected segment or list.

• Has Done Event – Checks whether a specific event has been performed by the user.

• Check User Attribute – Checks the value of a selected user attribute.

• Check Best Channel – Identifies the most suitable communication channel for the user.

Communication

Communication elements are used to automatically send messages and notifications through configured communication channels when workflow conditions are met.

Available Communication Actions:

• Send Email – Sends an automated email to the recipient.

• Send Brevo – Sends an automated message through the configured Brevo channel.

• Send SMS – Sends an automated SMS notification.

• Send Push – Sends an automated push notification to the user.

• Send WhatsApp – Sends an automated WhatsApp message.

• Send Telegram – Sends an automated Telegram message.

• Send WhatsApp Web – Sends an automated message through WhatsApp Web.

• Send Call Log – Creates a call log entry as part of the workflow process.

• Send Support Response – Sends a predefined support response automatically.

• Send Summary – Sends an automated summary or report.

Example Use Case

When a new lead is created:

• Trigger: New Lead Created

• Condition: Lead Source = Website

• Action: Send Welcome Email and WhatsApp Message

Result:
The workflow automatically sends communication messages to the lead without manual intervention.

Apps

Apps elements are used to perform actions through integrated third-party applications and services.

Available App Actions:

• Create Invoice – Creates an invoice in the configured billing or payment application.

Note: The required application integration must be configured before using App actions in a workflow.

AI Actions

AI Actions use artificial intelligence to generate content and automate AI-powered tasks within a workflow.

Available AI Actions:

• Ask AI – Generates AI-powered responses or content based on the configured prompt.

• Generate Social Posts – Creates social media content automatically for supported platforms.

Note: AI Actions require appropriate AI configuration and prompts to generate accurate results.

Social Engagement

Social Engagement elements are used to automatically publish content to connected social media platforms when workflow conditions are met.

Available Social Engagement Actions:

• Post on LinkedIn – Publishes content to a connected LinkedIn account.

• Post on Twitter – Publishes content to a connected Twitter (X) account.

• Post on Instagram – Publishes content to a connected Instagram account.

• Post on Facebook – Publishes content to a connected Facebook account.

Example Use Case

When a new blog article is published:

• Trigger: Blog Published

• Condition: Blog Status = Published

• Action: Post on LinkedIn and Facebook

Result:
The workflow automatically shares the blog post on the selected social media platforms without manual intervention.

Note: Social media accounts must be connected and authorized before using Social Engagement actions in a workflow.

User Engagement

User Engagement elements are used to display interactive content to users as part of an automated workflow.

Available User Engagement Actions:

• App Banner – Displays an in-app banner to users when workflow conditions are met.

• Tooltip – Displays contextual guidance or information to users based on workflow triggers and conditions.

• Tour – Launches a guided product tour to help users navigate features or complete specific actions.

Example Use Case

When a new user signs in for the first time:

• Trigger: User Registration Completed

• Condition: First Login = Yes

• Action: Launch Product Tour

Result: The user automatically receives a guided tour to understand the application features.

Flow Control

Flow Control elements are used to manage workflow timing, routing, and execution flow.

Available Flow Control Elements:

• Wait for Some Time – Pauses workflow execution for a specified duration.

• Wait for Time Slots – Pauses workflow execution until a selected time slot is reached.

• Wait for Event – Delays workflow execution until a specified event occurs.

• Wait for Date – Delays workflow execution until a selected date.

• End Journey – Stops workflow execution and marks the workflow as completed.