Advanced Workflow Builder
Your workflows help you automate many processes in your business. However, if you’re familiar with logic and want a freer way to build your automation, the new Advanced Workflow Builder will help you drag, drop, and design workflows across an open canvas. Let’s check how!
⭐️ How To Use The Advanced Workflow Builder?
Start by navigating to the Workflows tab inside the Automation section and creating or editing a build.
Using the dropdown at the top left corner, switch to the Advanced Builder.
Click + Add, then select whether you want to include an action or trigger.
To connect nodes, drag the connector handle (or the + icon) to stitch your workflow. If a node got automatically connected and you want to reroute it, click the trash can icon, then follow the previous steps.
⭐️Why Is This Feature Beneficial To Your Company?
Delinked Nodes: Handle multiple workflows in a single canvas and a contact flow that starts on different actions depending on the trigger with the Advanced Builder.
Keyboard Shortcuts: When using the Advanced Builder, you also have access to shortcuts. You can see their full list by clicking the keyboard icon, helping you build fast and efficiently.
Improved Organization: Color coding and Auto Layout are available when using this builder, helping you ensure your workflow works smoothly and is easy to identify.
This new builder type has everything you love about workflows, but faster, clearer, and more intuitive than ever, replacing the linear list with a visual canvas so you can place, connect, and rearrange logic exactly how you want. We hope you enjoy it!
