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.
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