New Workflow Builder

New Workflow Builder

Software Updates

December 19, 2023 ● 2 min read

New Workflow Builder
Embark on a new era of workflow creation with our CRM’s latest feature – the Infinite Canvas layout. Providing a dynamic workspace, this innovative addition simplifies the automation process, offering enhanced visibility and streamlined configuration for effortless workflow management.
The New Workflow Builder: Introducing the Infinite Canvas layout in our CRM, providing a dynamic and expansive workspace for effortless workflow creation and management.👇🏻

⭐️ Why Does It Matter To Your Business?

  • Enhanced Workflow Visibility: Utilize the Infinite Canvas layout with “Fit to Screen” and “Zoom In/Zoom Out” controls, ensuring a clear and comprehensive view of your workflow.

  • Simplified Trigger and Action Configuration: Quickly add triggers and actions with the “Add New Trigger” and “+” buttons, streamlining the workflow creation process.

  • Efficient Workflow Testing and Management: Test workflows seamlessly with the “Test Workflow” button, view detailed stats with “Stats View,” and save changes with ease, enhancing efficiency in workflow creation and testing.

⭐️ How To Use The New Workflow Builder?

  1. Select the automation tab from the sidebar menu. Select create workflow.

  1. Select start from scratch.

  1. Navigate the Infinite Canvas layout with “Fit to Screen” and “Zoom In/Zoom Out” buttons for optimal view control.

  1. Add a new trigger by clicking on the “Add New Trigger” button.

  1. Select a trigger from the list to configure.

  1. Add new actions with the “+” button.

  1. Select an action from the list, and configure as needed.

  1. Enable the “Stats View” in the top left to view Email and SMS stats in the builder.

  1. Open detailed statistics by clicking on any stats data.

  1. Test your workflow by clicking the “Test Workflow” button.

  1. Selecting a contact, and clicking “Run Test” to initiate testing.

  1. Save your workflow changes by clicking the “Save” button in the top right, indicating unsaved changes.

  1. View the version history by clicking on the history icon in the top right.

  1. Publish or switch back to draft with the toggle on the top right for efficient workflow management.

Experience a new level of workflow flexibility with our CRM's latest feature – the Infinite Canvas layout. This expansive workspace empowers you to effortlessly create, visualize, and manage workflows with enhanced controls, simplifying the automation process for your business.

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