What is Automation Workflow?
Automation workflow refers to a series of defined, repeatable steps or processes through which a piece of work passes from initiation to completion. Workflows can be sequential, with each step dependent on the completion of the previous one, or parallel, with multiple steps co-occurring.
A few of the benefits of using automation
- Increased Efficiency: Automating routine tasks speeds up processes and reduces employees’ time on manual activities, allowing them to focus on more strategic work.
- Consistency and Accuracy: Automation ensures tasks are performed consistently and accurately, reducing the risk of human error and improving the quality of outcomes.
- Cost Savings: By reducing the need for manual intervention, businesses can lower labor costs and minimize operational expenses.
- Scalability: Automated workflows can quickly scale to handle increased volumes of work without requiring additional resources.
Details
Triggers and Actions are the basic building blocks for workflows.
Trigger
Trigger: A trigger is an event that initiates an automated process. For example, receiving a new email can trigger an automation to categorize and forward the message. Below is the list of Triggers currently supported in Integ Workflow for you to automate.
Contact enrolled in the campaign | Category | Explanation |
---|---|---|
They are triggered by changes in the status of an appointment (e.g., confirmed, canceled). | Shopify | Triggered when a customer abandons their checkout process. |
Appointment Status | Appointment | Triggered by changes in the status of an appointment (e.g., confirmed, canceled). |
Birthday Reminder | Reminder | Triggered as a reminder for a contact’s birthday. |
Call Status | Conversations | Triggered by a change in the status of a call (e.g., completed, missed). |
Category Completed | Memberships | Triggered when a membership category is completed. |
Contact Changed | Contact | Triggered when a contact’s information is updated. |
Contact Created | Contact | Triggered when a new contact is added. |
Triggered by email-related events (e.g., opened, clicked, bounced). | Contact | Triggered when a contact is marked as Do Not Disturb. |
Contact Tag | Contact | Triggered when a tag is added or removed from a contact. |
Custom Date reminder | Reminder | Triggered as a reminder for a custom date set by the user. |
Customer booked appointment | Appointment | Triggered when a customer books a new appointment. |
Customer replied | Conversations | Triggered when a customer replies to a message. |
Email Events | Conversations | Triggered by events related to email (e.g., opened, clicked, bounced). |
Facebook lead form submitted | Integrations | Triggered when a Facebook lead form is submitted. |
Form submitted | Forms | Triggered when a form is completed and submitted. |
Inbound webhook trigger | Premium Action | Triggered by an incoming webhook event |
Invoice | Payments | Triggered by actions related to invoices (e.g., created, paid). |
Courses New Signup | Memberships | Triggered when a new membership signup occurs. |
Courses User Login | Memberships | Triggered when a user logs into their membership account. |
Note Added | Notes | Triggered when a new note is added to a record. |
Note Changed | Notes | Triggered when an existing note is modified. |
Offer Access Granted | Memberships | Triggered when access to an offer is granted to a user. |
Offer Access Removed | Memberships | Triggered when access to an offer is removed from a user. |
Opportunity status changed | Opportunities | Triggered when the status of an opportunity is updated. |
Order Form Submission | Order Form | Triggered when an order form is submitted. |
Order Fulfilled | Shopify | Triggered when an order is fulfilled and ready for shipment. |
Order Placed | Shopify | Triggered when a new order is placed. |
Pipeline stage changed | Opportunities | Triggered when an opportunity moves to a different stage in the pipeline. |
Product Access Granted | Memberships | Triggered when access to a product is granted to a user. |
Product Access Removed | Memberships | Triggered when access to a product is removed from a user. |
Product Completed | Memberships | Triggered when a user completes a product. |
Stale Opportunities | Opportunities | Triggered when an opportunity remains inactive for a set period. |
Start IVR Trigger | IVR | Triggered to start an IVR call. |
Survey submitted | Surveys | Triggered when a survey is completed and submitted. |
Task Added | Task | Triggered when a new task is created. |
Task reminder | Reminder | Triggered as a reminder for a scheduled task. |
TikTok form submit | Integrations | Triggered when a TikTok form is submitted. |
Trigger Link Clicked | Trigger link | Triggered when a specific trigger link is clicked. |
Number Validation | Conversations | Triggered when there’s an error validating a Twilio message. |
Video Tracking | Media | Triggered by specific events in video tracking (e.g., played, paused). |
Task Completed | Task | Trigger when the task is completed based on assigned user or any other specification |
Opportunity created | Opportunity | Trigger when an opportunit |
Opportunity changed | ||
Affiliate Created | ||
New Affiliate Sales | ||
Affiliate enrolled in campaign | ||
Category Started | ||
Lesson Started | ||
Lesson completed | ||
Product Started | ||
Payment Received | Payments | Trigger when a payment is recieved |
Order Submitted | Trigger when an order is submitted | |
Documents & Contracts | ||
Subscription | Payments | Trigger related to subscription status changes. |
Refund | Payments | Trigger when there is a refund |
Facebook – Comment(s) on a Post | ||
Instagram – Comment(s) on a Post | ||
Group Access Granted | Communities | Trigger when a contact is granted group access |
Group Access Revoked | Communities | Trigger when a contact is group access is revoked |
Certificates Issued | ||
Contact Engagement Score | Contact | Trigger based on the Contact’s engagement score criteria |
Funnel/Website PageView | Funnels | Trigger when someone views the specified funnel or website page |
LinkedIn Lead Form Submitted | Integrations | Trigger when the Lead form is submitted based on the specified page |
Action
Action: An action is a task performed in response to a trigger. For instance, once an email is received (trigger), it might automatically save its attachment to a cloud storage service (action).