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Flow Builder

Set up automated workflows and engage with customer easily with Flow Builder

    Flow Builder

    Set up automated workflows and engage with customer easily with Flow Builder

    • Flow Builder fundamentals
    • Getting started on Flow Builder
    • Add trigger node to flow
    • Flow conditions overview
    • Flow actions overview
    • Other flow nodes
    • Flow settings
    • Troubleshooting your flows
    • Managing your flows
    • Managing your Flow Builder usage

    Flow triggers

    • Flow triggers overview
    • Add trigger node to flow
    • Configuring "Interaction" trigger nodes
    • Configuring "Contact" trigger nodes
    • Configuring "Integration" trigger nodes
    • Manual enrollment triggers
    • Scheduled date and time triggers
    • Contact property date and time triggers
    • Configuring "Salesforce" trigger nodes
    • Configuring "Custom object" trigger nodes
    • Configuring "Facebook Lead Ads" trigger nodes
    • Configuring "Google Sheets" trigger nodes
    • Configuring “HubSpot” trigger nodes
    • Configuring "Ticketing" trigger nodes
    • Configuring “Zoho CRM” action nodes

    Flow conditions

    • Flow conditions overview
    • Add condition node to flow
    • Configuring condition nodes

    Flow actions

    • Flow actions overview
    • Add action node to flow
    • Configuring "Messaging" action nodes
    • Configuring "Contacts" action nodes
    • Configuring "Conversation control" action nodes
    • Configuring "External integration" action nodes
    • Configuring "Salesforce" action nodes
    • Configuring "Custom object" action nodes
    • Configuring "Google Sheets" action nodes
    • Configuring “HubSpot” action nodes
    • Configuring "Ticketing" action nodes
    • Configuring “Zoho CRM” trigger nodes

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