Workflows

Workflows automate message and notification flows. Use them for follow-ups, order updates, campaign paths, reminders, customer routing, and team alerts.

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Create A Workflow

For the full creation flow, see Create A Workflow. Click New Workflow, then add:

• Name.
• Optional description.
• Status: active or inactive.

After saving, open the workflow row to use the visual builder.

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Use The Builder

The workflow builder uses blocks connected on a canvas. For builder habits and block types, see Use The Workflow Builder. Available block groups include:

• Trigger blocks, such as manual run and app event.
• Logic blocks, such as if, switch, and wait.
• Action blocks, such as send message, notify workspace members, and stop.
• Visual blocks, such as note.

Double-click a block to edit its settings. Save the canvas after adding or changing blocks.

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Common Triggers

Connect360 workflows can start manually or from app events. Current app event options include:

• New order created.
• Order updated.
• New WhatsApp message.

Campaigns can also start a workflow for each selected recipient.

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Message And Notification Actions

Use Send Message when the workflow should send WhatsApp, SMS, or web message content. Use Notify Workspace Members when the workflow should alert assigned members, unassigned members, or all members. Use Wait, If, and Switch to control timing and routing.

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Review Executions

Click Executions from the Workflows page to review workflow runs. The execution list shows the workflow, trigger, status, start time, and run time. Use it when a campaign or automation did not behave as expected. For troubleshooting runs, see Review Workflow Executions.