Section 10 : Automation & Workflows

I. Creating workflows

To create a workflow:

1. Go to Automations > Create Workflow.

2. Choose a trigger, such as a form submission or a new contact being added.

3. Add actions, such as sending emails, updating CRM fields, or assigning tasks.

4. Save and activate your workflow.

II. Using pre-built automation templates

To speed up workflow creation, use pre-built templates:

1. Go to the left menu and click on: Automation > Workflows

2. Click on the "Create Workflow" button (top right)

3. You’ll see a popup with several options:

• ✅ Select a Recipe ← (this is where pre-built automations live)

• Start from Scratch

• Vehicles Based Workflow (Beta)

• Real Estate Based Workflow (Beta)

. Click on “Select a Recipe”

→ This opens the library of templates categorized by use case (e.g., appointment reminders, lead nurture, follow-ups, missed call texts, etc.)

III. Branching workflows

How to create Branching Workflows:

1. Go to Automation > Workflows

• Click “Create Workflow” or open an existing one.

2. Add a Trigger

• Example: “Form Submitted” or “Tag Added”

3. Click “+” to add a step

• Select “If/Else” from the list of actions

4. Set your Condition

Examples:

• If contact has a specific tag

• If contact email contains "@gmail.com"

• If custom field = "Yes"

• If appointment status is "No-show"

5. You’ll now see two paths:

• Yes branch → If the condition is met

• No branch → If the condition is not met

6. Add different actions to each path

• You can send different emails, assign to different teams, or even apply tags depending on the branch.

If you're not seeing "If/Else" in your Growth workflow builder, here are the possible reasons and how to fix it:

1. Make sure you’re inside the Workflow Editor

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• Go to: Automation > Workflows

• Click on an existing workflow or click “Create Workflow” > Start from Scratch

• Inside the workflow builder, click the “+” button to add a new step

2. Search for "If/Else" in the Action List

• When you click “+”, a menu pops up to choose an action

• In the search bar, type "If/Else"

• You should see:

> 🔹 If/Else — (Create conditional branching)

If it still doesn’t show:

3. Your user role might not have full access added.

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Some **roles or sub-accounts may be restricted by permissions.

• Go to Settings > My Staff > (your user) > Permissions

• Check if “Automations” and “Advanced Workflow Features” are enabled

4. Are you using a Workflow Recipe that hides this by default?

Some pre-built templates come with limited steps. Try this:

• Create a new workflow:

> Create Workflow > Start from Scratch

• Then click the “+” to add a step

• Search for “If/Else”

IV. User behavior triggers

1. Go to Automation > Workflows

• From the left-hand menu, click Automation

• Then select Workflows

2. Create a New Workflow (or open an existing one)

• Click “Create Workflow”

• Choose Start from Scratch (or select a recipe)

• *

3. Add a Trigger

• At the top of the workflow builder, click “Add Trigger”

• In the trigger library, scroll or search for a behaviour-based trigger, like:

A tag is applied to a contact

• Select your trigger and click "Save Trigger"

4. Add Workflow Actions

Now that your workflow knows when to start, you add steps such as:

• Send SMS or email

• Add tags

• Assign to a pipeline or user

• Create delay/wait steps

• Conditional branches (If/Else)

Click the ** “+” **button in the flow to add these.

5. Publish the Workflow

Once your steps are in place:

• Click “Save”

• Then click “Publish” (top right)

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Updated on: 19/05/2025