Workflow examples: a step-by-step how-to guide

Workflows allow you to automate tasks and actions. We will offer a guide you can use to create your first workflow with Kiflo!

IN THIS ARTICLE

Workflow description

Creating a Workflow

Selecting an action

Choose end condition

Workflow description

A workflow performs a sequence of actions whenever it is triggered. For instance, whenever a partner accepts an invitation, you might create a trigger to send them a welcome email.

Creating a Workflow

To create a workflow, follow the steps below:

• Go to Manage, Workflows, and create a New Workflow
• Name the Workflow and click Add
• Click on Choose Trigger, select the Trigger

You can choose, for example, the following triggers: Partner invitation status changed

• Select Trigger Options which will depend on the triggers you selected, as they will be what will trigger a workflow

You can choose, for example, the following trigger option to start a sequence of actions when a partner team member invitation is sent: Pending or Sent

• Choose whether you want to configure Re-enrollment settings
• Click Confirm

Select an action

To select an action for workflows on a workflow, follow these steps:

• Click on the plus button to add a new action
• Select the action, such as Delay, Send email, or Create Task
• Once done, click Confirm and click Save

Choose an end condition

• Specify the conditions that will stop the workflow

You can choose, for example, Partner team member accepted invitation. When a partner team member has accepted the invitation, the workflow will stop, and the entity will be unenrolled.

• Once you have selected the end condition, press Enable to enable the workflow