Examples of what workflows can do
- When a hotel booking comes in via webhook, send a WhatsApp welcome message
- Schedule a reminder call 1 day before check-in
- When a call is missed, create a ticket and send a notification
- Every morning at 7am, make an automated call to a list of guests
Create a workflow
1
Open the Workflows page
Click Workflows in the sidebar under Automate.
2
Click New Workflow
Click the New Workflow button in the top-right corner.
3
Configure the basics
4
Click Create
The workflow is created and you can start adding actions.
Trigger types
Webhook trigger
When you create a webhook workflow, you get a trigger URL:{trigger.field_name} in your actions.
Example webhook data:
Event trigger
Choose from these events:- Call Started
- Call Answered
- Call Ended
- Call Missed
- Ticket Created
The flow editor
Click on a workflow to open the visual editor. The editor has:- Canvas — Where you place and connect nodes
- Inspector panel — Configure the selected node (right side, resizable)
- Toolbar — Add nodes, view runs, test, and save
Add nodes
Click Add Node in the toolbar and choose from: Actions:
Flow:
Connect nodes
Drag from a node’s output handle to another node’s input handle to create a connection. Nodes execute in the order they are connected.Condition branching
The Condition node splits the flow into two paths:- True (green) — When the condition is met
- False (red) — When the condition is not met
Using trigger variables
In any action field, use{trigger.field_name} to reference data from the trigger. For example:
{trigger.name}→ “John Doe”{trigger.phone}→ “9944421125”{trigger.checkin_date}→ “2026-04-20”
{step.nodeId.field}.
Timing options
Most action nodes support three timing modes:
This lets you build complex automations like “Send a WhatsApp message 3 days before check-in, then call the morning of check-in.”
Activate a workflow
Use the Active/Pause toggle in the editor toolbar. Only active workflows respond to triggers.Test a workflow
Click the Test button to manually execute the workflow once. This helps you verify it works before activating.View execution history
Click Runs to see past executions. Each run shows:- Status (completed, failed, running)
- Timestamp
- Error details (if any)
- Step-by-step breakdown
Scheduled jobs
Click the Scheduled tab on the Workflows page to see all pending scheduled and recurring jobs. You can:- Filter by status (Queued, Pending, Executed, Cancelled, Failed)
- Filter by date
- Cancel pending jobs

