Transactional

Workflows Overview

Build visual automation workflows with triggers and actions

What are Workflows?

Workflows let you automate multi-step processes by connecting triggers and actions in a visual canvas. When a trigger fires (e.g., a form is submitted, an email is received), the workflow executes each connected action in sequence.

Key Concepts

Triggers

Triggers start your workflow. Each workflow has exactly one trigger. Available triggers:

  • Manual — Run the workflow on demand from the dashboard
  • Form Submitted — Fires when a specific form receives a submission
  • Email Received — Fires when an inbound email arrives on a configured stream
  • Booking Created — Fires when a calendar booking is created

Actions

Actions are the steps your workflow performs. You can chain multiple actions together:

  • Send Email — Send a transactional email
  • Send SMS — Send an SMS message
  • AI Request — Make a request to an AI provider (OpenAI, Anthropic, Google)
  • Slack Message — Post a message to a Slack channel
  • HTTP Request — Make an HTTP request to any URL

Logic Nodes

Logic nodes control the flow of your workflow:

  • Condition — Branch based on an expression (if/else)
  • Delay — Wait for a specified duration before continuing
  • Transform — Transform data between nodes

Building a Workflow

  1. Create a new workflow from the Workflows dashboard
  2. Add a trigger by dragging it from the left palette onto the canvas
  3. Add actions by dragging them onto the canvas and connecting them to the trigger
  4. Configure each node by clicking on it to open the config panel
  5. Save your workflow as a draft
  6. Publish when ready to activate

Expression Syntax

Workflows support template expressions using double curly braces: {{variable}}. See the Variables Reference for all available variables.