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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 enrollment usage

    • Flow Builder usage FAQ

    • Getting started on Advanced Flow Builder

    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” trigger 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 “Zoho CRM” action nodes

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