Workflows are built using enrollment triggers, actions, decision nodes, and inline triggers that work together to automate your business processes.

Creating a New Workflow

To create a workflow:

1. Navigate to Workflows
2. Click Create Workflow
   
3. Enter a Name for your workflow
4. Select an Enrollment Trigger
5. Click Confirm

Once created, you can begin adding actions, decision logic, and additional triggers to build your automation.

Enrollment Triggers

Enrollment triggers are event-based criteria that automatically add contacts into a workflow when specified conditions are met.

Every workflow must begin with one enrollment trigger.

Available enrollment triggers include:

• Message Received
• Link Clicked
• Message Status Changed
• Contact Added to List
• Contact Removed from List
• Contact Created

How Enrollment Works

When a trigger event occurs and the configured criteria are met, the contact is automatically enrolled into the workflow.

Contacts can be enrolled multiple times. Each time the trigger event occurs and matches your criteria, the workflow will run again for that contact.

Actions

Actions perform work within the workflow. They allow you to update data, send communications, assign contacts, and integrate with external systems.

Add to List

Automatically add contacts to a specified list.

• Adding contacts to lists

Remove from List

Automatically remove contacts from a specified list.

• Removing contacts from lists

Update Contact Property

Update information stored on the contact record.

• Updating Contact Property

Set Workflow Property

Store and update workflow-specific values for use later in the automation.

• Setting a Workflow Property

Send Message

• Sending SMS/MMS messages automatically.

Google Sheets Integrations

Import contacts from Google Sheets or export workflow data to Google Sheets.

• Importing data from Google Sheets
• Exporting data to Google Sheets

Triage - Decision & Routing Nodes

Decision nodes help determine which path a contact should follow within a workflow.

Filter

Allow only contacts that meet specific criteria to continue.

• Filtering

Choice

Direct contacts down different workflow paths based on configured rules.

• Choice Nodes

If/Then Branch

Create conditional logic based on contact data, events, or workflow properties.

• If/Then Branches

Random Split

Randomly distribute contacts across multiple paths.

• Random splits

A/B Test

Compare different workflow experiences or messaging variations.

• A/B Tests

Inline Triggers

Inline triggers pause workflow execution until a specified condition is met.

These are useful for creating interactive and event-driven automations.

Available inline triggers include:

Time Delay

Wait until a specific date, time, or schedule before proceeding.

• Time Delay

Wait for SMS Received

Pause the workflow until the contact replies via SMS.

• Wait for SMS Received

Wait for Link Accessed

Pause the workflow until the contact clicks a specified link.

• Wait for Link Accessed

Workflow Duration Limits

Workflows can run for a maximum of 30 calendar days.

If a contact remains enrolled in a workflow for longer than 30 days, they will automatically be unenrolled from the workflow.