Glossary Term
What Is a Workflow?
A workflow is an automated sequence of actions triggered by an event, such as a form submission, a stage change, or a missed call. Workflows handle email and SMS follow-up, reminders, notifications, and tasks without manual effort.
In Detail
Workflows have triggers (what starts them), conditions (who they apply to), and actions (what they do).
Well-built workflows include safeguards, opt-out handling, and testing so they send the right message to the right contact at the right time.
Related Terms
Frequently Asked Questions
What triggers a workflow?+
Common triggers include form submissions, stage changes, missed calls, tag additions, and appointments booked.
What is the difference between a trigger and a condition?+
A trigger starts the workflow; a condition filters who receives it. A trigger fires for everyone, then conditions decide whether the actions actually run for a given contact.
How many actions can one workflow include?+
A workflow can include many actions, but the best workflows stay focused — we group related actions and keep each workflow to one clear purpose so it is easy to test and maintain.
Can a workflow run forever?+
It can, but we add exit conditions — a reply, a booking, a tag, or an opt-out — so contacts leave the workflow at the right moment instead of receiving endless messages.
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