Configure Workflow Steps

How to Configure Step

• Purpose: This article explains how to configure a Step in the Workflow Builder. A step determines the action or delay that occurs after a trigger is activated or a previous step is completed. This guide is for users looking to automate actions or add conditional logic to their workflows.

Add Step to the Workflow

• Below the trigger, you will see a + icon.

• Click the + icon to add an action or task that should execute after the trigger.

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Select Step Type to the Workflow

• After configuring a trigger, click on the + (Add Step) icon in the builder interface. You will see a modal with two options
  

• Action: Add an immediate task such as sending an email or updating CRM data.

• Delay: Add a time gap between two steps in the workflow.

• Screenshot:

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Need More Help?

Contact Support: For further queries, reach out to our Support Team.

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