Workflows [BETA]
Automate business processes with workflows
Articles
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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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Workflow 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...