Sakari Workflows
[BETA] Automate your business processes using Sakari Workflows
Workflow Overview
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Introduction to Workflows
Create workflows to enhance team efficiency and automate your business processes. Set enrollment criteria (event-based triggers) to automatically enroll conta...
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Branch(es)
Branches connect various actions and triggers within a workflow and show the path(s) a contact may take once enrolled through completion of the workflow. There...
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View-mode
View-mode is the default, view-only mode shown when you click into your workflow. Clicking into your configured triggers and icons will allow you to see the c...
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Versioning
Sakari allows you to see the historical iterations of your published workflows. There are 3 states a workflow can be in: draft, active, and inactive. This is...
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Execution History
Enrollment History allows you to see the path that a specific contact traveled through in your workflow. This is a Sakari Workflows feature and is currently ...
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Output Contacts and Output Properties
When configuring your workflow, outputs allow you to utilize dynamically generated tokens from a node when configuring a downstream trigger or action. This i...
Actions
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[Workflows] Filter (Action)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This action will filter cont...
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[Workflows] If/Then (Action)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This action will separate co...
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[Workflows] Choice (Action)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This action will create mult...
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[Workflows] Send Message (Action)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This action will sends a mes...
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[Workflows] Random Split (Action)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This action will split conta...
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[Workflows] Google Sheets Lookup (Action)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This action will lookup a va...
Triggers
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[Workflows] Message Received (Enrollment Trigger)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview The Message Received trigger ...
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[Workflows] Contact Updated (Enrollment Trigger)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This enrollment trigger will...
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[Workflows] Contact Created (Enrollment Trigger)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This enrollment trigger will...
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[Workflows] Link Clicked (Enrollment Trigger)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This trigger will enroll con...
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[Workflow] Contact Added to List (Enrollment Trigger)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This enrollment trigger will...
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[Workflow] Message Status Changed (Enrollment Trigger)
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview The Message Status Changed t...
Workflow Templates
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[Workflows] Add Contact to List When Keyword Received - Template
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This template is an example ...
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[Workflows] NPS - Template
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This template is an example ...
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[Workflows] Contact Enrichment - Template
This is a Sakari Workflows feature and is currently in Beta.To request access to the beta, please complete this survey. Overview This template shows an examp...