Create Workflows

Icon admin
2 min read

How to create workflows?


1. Go to the Admin Panel.

2. Under the Configuration settings, click ‘Workflows’.


3. Click to create a workflow.

4. Add a Workflow Name (this is a required field).

workflow name

5. Drag and drop the initial node from the selection bar. Note that you can only initiate a workflow by a Form, Scheduler, or Entity node.

workflow nodes

6. Connect the nodes together by dragging the line from the end of each node towards the connector of each node (you will see a line that automatically appears).

connect nodes

7. Make sure to activate your workflow before saving by ticking the active button. Setting it to active status means that the workflow is ready to perform automation once the nodes are triggered.

activate - inactive workflow

8. Save the workflow by clicking the ‘Save’ button.

save workflow