Add To Workflow

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Add To Workflow

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

Through the Add to Workflow action, users can add a contact to another workflow from their current workflow. This workflow action is useful to add a contact to another workflow once they’ve reached a certain step in the current workflow, allowing for seamless movement.

Select a Workflow

To use this feature, click on add new workflow action, select Add to Workflow, and simply select the appropriate workflow you want to add the contact to.

It's worth noting that this can be any workflow, and users can even duplicate this step to add the contact to multiple workflows.

Pass Input Trigger Parameters

Here is an option to toggle on or off the input trigger parameter to better suit your needs.

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