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Workflows let you automate what happens when something occurs in your workspace — a call ends, a contact is created, a tag is added, or a webhook fires. Chain triggers, actions, conditions, and delays together in a visual builder.

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How it works

  1. A trigger fires — something happens (a call completes, a contact replies, etc.)
  2. Actions execute in order — send an SMS, make a call, update a contact, post to Slack
  3. Conditions branch the flow — take different paths based on data
  4. Delays pause when needed — wait minutes, hours, or until a specific day

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Building workflows

The workflow builder is a visual, node-based editor. Add a trigger, then drag actions, conditions, and delays into the flow. Each node has its own configuration panel. Workflows can be published and then activated or deactivated using the toggle in the editor toolbar (next to the Publish button). This lets you enable or disable a workflow without leaving the editor or deleting it. Deactivating a workflow stops it immediately: no new contacts are enrolled, and all in-progress executions are cancelled — including queued actions, delays, and scheduled follow-up calls. Cancelled executions appear in the execution history with a “Workflow deactivated” reason. A call that is already connected when you deactivate completes normally, but no new calls or messages are started. Reactivating the workflow does not resume cancelled executions — only new enrollments run.

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Learn more

Triggers

Events that start a workflow

Actions

What your workflow can do

Conditions & Delays

Branching logic and timing controls

Executions

Monitoring and troubleshooting runs