Workflow Overview

Gain an understanding of what workflows are and how to use them.

Updated: September 18, 2024

What are Workflows?

At the heart of it, a workflow helps you complete repetitive tasks. You set it up once and it runs without your action required. It saves you SO much time and always allows you to truly scale your time. In more formal terms, a workflow is a chronological list of tasks to be carried out with a “Trigger” that automatically starts the sequence of Actions to take place. For example, someone fills out a form and you want a notification sent to you, your team, and the client. Then you want the client to receive a series of emails. All of this and more is powered by Automation!

There are two main parts to a workflow: Triggers and Actions

1. Triggers - The event that adds a new contact to the workflow. The trigger is a circumstance, or set of circumstances, that needs to be met before the actions listed are to be performed.
   
   

Example: add a contact to a workflow when they book an appointment on your scheduling calendar. Or in another instance, add a contact to a workflow when a payment is made. To set up automatically adding a contact to a workflow, you create a trigger like these.

2.  Actions - Actions occur after the contact is added to a Workflow. They only begin after a trigger adds a contact to the workflow. Then the Workflow will execute the actions the user creates

Example: After a contact fills out a form, you may want to send them a confirmation email of the form submission with the next steps. So you can add email actions. In another example, after someone purchases a product, you want to thank them and grant access to what they have purchased. The actions taken after a contact is added (via the trigger) is call actions.

So in summary, workflows are automated with a triggering event that begins an action (or series of actions) that follows the trigger. By automating repetitive and potentially tedious tasks, they are designed to make your work life easier.