Workflows
Learn how Workflows allow you to trigger complex series of actions.
Workflows allow you to trigger complex series of actions when collection items are Created, Updated or Deleted.
For example, you can send a goodbye email to a client when their account is Deleted.
Or you might want to update the client's owner when the client creates a Ticket

Triggers

Each workflow starts with a trigger. A trigger has three properties
  • Name Useful for identifying your workflow
  • Collection Which collection does this workflow run on, i.e. Users, Companies, or a custom collection
  • Type When this workflow runs, one of;
    • Created - when a new collection record is created
    • Updated - when an existing collection record is updated in any way
    • Deleted - when an existing collection record is deleted

Actions

A workflow can have as many actions as necessary. Actions run sequentially, i.e. one-after-another. This means you can use values from previous actions in your following actions. There are three types of actions at the moment;
  • Send an email Send an email to one (or many) email address(es). An email action has the following fields:
    • To - The address to send the email to. If you want to send to multiple, separate them by commas
    • Subject - The email's subject
    • Message - The email's message. This can be as long as you want.
    • Call-To-Action Text - When provided, will render as a CTA button text
    • Call-To-Action URL - When provided, the link of the CTA button
  • Trigger a webhook (e.g. Zapier or Integromat) Trigger an outgoing webhook, useful for triggering instant Zaps
  • For each item in a list...do... This action on its own doesn't do anything, but it allows you to fetch a list related to the trigger item and loop over it. For example, sending an email to everyone in the company of the person who submits a ticket.

Example

The below example shows off each action, using variables from the trigger and from previous steps
Copy link
On this page
Triggers
Actions
Example