Set Up Workflows
Channel Workflow
How to create Channel Workflows?
Step 1: Click on the Channels tab in the left navigation sidebar and select the channel (Facebook, WhatsApp, WeChat, Line, Web Widget) that you want to set up a workflow for. Alternatively, you can click on the Workflows tab and navigate to the channel that you want to set up a workflow for under the Channel Workflow section.
Step 2: Click on the workflow icon to access the workflow.
Do note that you have to set up the Channels by clicking Add New before accessing the specified channel workflow. Visit Channels section to learn how to set up channels.
Step 3: Click the add icon "➕" located next to the workflow starter and at the bottom right corner of the screen which opens up the connector menu for users to add connectors. Double-click on each connector to view and input the necessary requirements.
There are different types of connectors which are ACTIONS, CHANNEL ACTIONS, INTEGRATIONS, FUNCTIONS and LOGICS.
Actions: Actions connectors represent specific tasks or operations in a workflow. They do specific tasks or operations, like moving information around and doing things in other systems.
Channel Actions: Channel action connectors make it easy to connect and interact with communication tools like Slack or Microsoft Teams. They help you manage messages and other communication features in these platforms.
Integrations: Integration connectors are pre-built connections to external services. They make it easy to link up and work with different services by handling all the setup and login stuff for you.
Functions: Function connectors are custom code/scripts in a workflow. They act as connectors to perform specific calculations, data transformations, or custom logic using JavaScript.
Logics: Logic connectors control the flow of the workflow based on conditions. They include elements like IF conditions, switches, and loops, serving as connectors to enable dynamic workflows with decision-making capabilities.
Step 4: Click the "SAVE" button located at the top right corner of the screen to save your workflow.
Channel Workflows will be activated when saved.
General Automation
How to create Channel Workflows?
Step 1: Click on the Workflows tab in the left navigation sidebar and click on CREATE NEW to create a new workflow.
Step 2: Click the add icon "➕" located at the bottom right corner of the screen to add connectors. Double-click on each connector to view and input the necessary requirements
Step 3: Click the "SAVE" button located at the top right corner of the screen to save your progress and Turn on the "Active" setting to ensure that your workflow is active and functioning as intended for General Automation.
Board Automation
How to create Board Automation?
Board Automation will be triggered when a record is created on the Data Board, when a record is deleted and when selected fields are updated.
Step 1: Click on the button CREATE New to create a new Board Automation.
Step 2: Input the name of the Board Automation workflow and the default connector which is Webhook connector can be seen from the editor UI.
Webhook connector as a trigger for a workflow when you want to receive data and run a workflow based on the data. The Webhook node also supports.
The functions for Automate Data Board connector are as follows: Create Record, Update Record, Delete Record, Clear Fields, Get All Records, and Get Single Record.
Step 3: Click on the Data Boards tab in the left sidebar navigation menu and select a board.
Step 4: On the selection board, Click on Automation.
Step 5: Click on New Board Automation.
Step 6: Input your desired Automation Name, Automation Description, select a Triggered Condition and Triggered Workflow and click on CREATE to create the Board Automation.
Triggered Workflow Preview can be seen and edited.
Step 7: On the Data Boards tab, create a New Record.
Step 8: Refresh the page and a new record (JS) will be created based on the workflow as the workflow is triggered when a new record is created.
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