Workflows
Define a trigger and the steps that should follow it.
Create a workflow
- Open Workflows and choose New workflow.
- Review the trigger and the actions available in the editor.
- Configure each step and complete the required fields.
- Review the whole workflow before activating it.
Understand its status
An unfinished draft cannot be enabled. Complete the draft before using Activate workflow.
Use Pause workflow to stop an active workflow from accepting further work according to its current runtime behavior. Do not assume that pausing reverses completed actions or cancels work already in progress.
Review actions that reach other people
Check recipients, content and the connected sending account before enabling steps that communicate externally. Confirm that the workflow matches the action you intend.
When a step fails, inspect the available run information before retrying. Repeating an action may duplicate a message or another external side effect.