Workflows
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
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