Workflows: a detailed walkthrough
Build, test and publish a workflow, step by step, then follow every run in the history.
Table of Contents
Go to Marketing, Workflows, and click Create workflow.
Choose a Trigger, such as an appointment being booked.
Add steps: send a message, wait, check a condition or create a task.
Add filters to limit who enters.
Click Test Workflow on a sample record.
Click Publish.
Run history shows who entered each workflow and how it ended. Total workflows, Total active and Plan Tasks sit above the list. Pause or rename from the row menu.
Up next
Next, read Set up a rebooking recall workflow.