Integrating Workflow Steps

Modified on Mon, 26 Aug at 5:53 PM

To activate workflows, it's essential to set up both a workflow trigger and a workflow action. Without these components, you can only save the workflow instead of publishing it. The "Add to Workflow" action allows users to seamlessly transfer a contact from one workflow to another once a specific step in the current workflow is reached.

Workflow Integration

Choosing the Right Workflow


To implement this action, begin by adding a new workflow action, then select "Add to Workflow," and choose the workflow to which you'd like to add the contact. This feature is versatile, allowing contacts to be added to any workflow, and users can even repeat this step to include the contact in several workflows.

Selecting Workflow

Configuring Trigger Parameters


You also have the flexibility to toggle the input trigger parameter on or off, depending on your specific needs.

Trigger Parameters

This approach allows for a more tailored workflow experience.



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