Workflow Builder
The Workflow Builder is a visual interface that allows you to create, edit, and manage automated workflows in your Stack system. With its intuitive drag-and-drop functionality, you can design complex business processes without coding knowledge.
Key Features
- Visual Canvas: Drag and drop elements to create a visual representation of your workflow
- Trigger Selection: Choose from various events that can initiate your workflow
- Action Configuration: Set up specific actions to execute when workflows are triggered
- Conditional Logic: Create branches and paths based on specific conditions
- Testing Tools: Verify your workflow's functionality before publishing
- Workflow Templates: Use pre-built templates to quickly implement common automation scenarios
- Version History: Track changes and restore previous versions when needed
Common Use Cases
- Build customer onboarding sequences that respond to user actions
- Create multi-step lead nurturing campaigns with conditional branching
- Design escalation processes for customer service inquiries
- Implement approval workflows for internal processes
- Develop automated follow-up sequences based on specific triggers
- Create complex engagement journeys that adapt to customer behavior
The Workflow Builder empowers both technical and non-technical users to create sophisticated automation that scales your business operations while maintaining personalized customer experiences.