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Workflow Components

Triggers

Start a workflow when: contact created, message received, tag added, form submitted, schedule (cron), or webhook received.

Conditions & Branching

If/else logic based on contact fields, tags, message content, or custom expressions. Route contacts down different paths.

Delays

Wait for a specified duration (minutes, hours, days) or until a specific date/time before continuing.

Actions

Send WhatsApp/Email/SMS, add/remove tags, update contact fields, create CRM deal, call webhook, assign to agent.

Creating a Workflow

  1. Go to Automations โ†’ Create
  2. Name your workflow and select a trigger type
  3. Use the visual builder to add conditions, delays, and actions
  4. Connect nodes by dragging from one to another
  5. Test with a sample contact before activating
  6. Toggle the workflow ON to start processing

Example Workflows

Welcome Series

Trigger: Contact created โ†’ Send WhatsApp greeting โ†’ Wait 1 day โ†’ Send email with features

Abandoned Cart

Trigger: Webhook from Shopify โ†’ Wait 1h โ†’ Send WhatsApp reminder โ†’ Wait 24h โ†’ Send email with discount

Lead Qualification

Trigger: Form submitted โ†’ Check tag 'Enterprise' โ†’ If yes: assign to sales agent, else: send auto-reply

Feedback Loop

Trigger: Order delivered โ†’ Wait 3 days โ†’ Send satisfaction survey via WhatsApp