Workflow Builder

Create complex automation workflows with visual logic builder to automate your entire marketing funnel.

Workflow Basics

A workflow is a series of automated actions triggered by specific events:

• Trigger - What starts the workflow
• Conditions - If/then logic to control flow
• Actions - What happens (send email, add tag, etc.)
• Delays - Wait periods between actions

Creating a Workflow

1. Navigate to Automation → Workflows → Create New
2. Select a trigger (form submit, tag added, purchase, etc.)
3. Drag actions from the sidebar onto the canvas
4. Connect actions with arrows to define the flow
5. Add conditions to create branching logic
6. Test your workflow before activating

Common Workflow Examples