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Workflow Designer

Use the visual canvas to build and configure your workflows.

  • Using Transform Nodes (Plaintext Mode)
  • Using Subworkflow Nodes
  • Overview of the Workflow Designer
  • Setting Up an Email Trigger
  • Using Condition Nodes
  • Using Connector Nodes in Agent Mode
  • Using Connector Nodes in Direct Mode
  • Using Loop Nodes
  • Using Parallel Nodes
  • Using Response Nodes
  • Using Human Approval Nodes
  • Using Transform Nodes (Structured Mode)
  • Working with Variables and Templates
  • Adding and Connecting Nodes
  • Using Send Email Nodes
  • Setting Up a Manual Trigger
  • Working with the Canvas
  • Setting Up a Schedule Trigger
  • Using Knowledge Nodes
  • Setting Up a Webhook Trigger

Categories

  • Account & Settings
  • Approvals
  • Connections
  • Getting Started
  • Knowledge Base
  • Managing Workflows
  • Workflow Designer
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