Create a Workflow

‍Introduction

• Purpose: This guide will help you create a new workflow. Workflows enable you to streamline and automate tasks effectively. This guide is designed for all users who want to create their workflows efficiently.

To navigate to workflows,  follow below step:

Navigation to Workflows

Step 1: Locate the CRM section: Look for the  Landing pages module in the navigation menu.

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Step 2 : Click on "workflow": Now click on the workflow icon inside the navbar, inorder to view and manage workflows.

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Click the Create Button

• Description: 
  
  • Locate the + Create button on the top-right corner of the Workflow page.
  • Click the button to open the workflow creation form
• Screenshot: 

Define the Workflow Name

• Description: 
  
  • Locate the text field in the top-right corner labeled [Workflow Name].
  • Enter or update the name of your workflow (e.g., "Sample Workflow").
• Screenshot: 

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Access the Workflow Builder

• Now you can build the workflow builder, and automate flow effortlessly.
• Follow the steps mentioned in the steps article to get insights on how to configure steps, similarly follow  action steps creation guide to get insights on how to configure actions.

• Screenshot: 

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Need More Help?

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

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