Workflows · 1 min read
Workflow Builder Overview
The workflow builder is where you build your automations. Here's what's on screen and how to use it.
Move around the canvas
The canvas has no edges. Use Fit to Screen and the zoom buttons in the bottom left to change the view. The minimap in the bottom right shows where you are.
Add triggers and actions
- Click Add New Trigger to open the list of triggers, then pick one and set it up.
- Click + between steps to open the list of actions, then pick one and set it up.
Check stats
Turn on Stats View in the top left to see email and SMS stats on each step. Click a number to open the detailed stats.
Test a workflow
Click Test Workflow in the top right, pick a contact, and click Run Test.
Save and publish
- Click Save in the top right. It shows when you have unsaved changes.
- Click the history icon to see past versions.
- Use the Draft/Publish toggle in the top right to turn the workflow on or off.
If you switch a workflow back to draft
Contacts waiting on a step, such as a wait, manual call, or manual SMS, stay on that step. They pick up from there when you publish again.