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Workflows V2
A new way to automate!
Anmol Gupta
To streamline automations on we are introducing Workflow V2. This update brings significant improvement to existing automations by introducing parallel runs, improved tracking and faster runs!
To improve automations we are categorizing Workflows, Triggers and Actions into two categories
Workflows
Workflows that have any Session Dependent Action (Send Text Message, Send Image Message etc) are marked as Session Dependent while all other are marked as Session Agnostic.
Actions
Actions that require 24 hour session window for their execution are Session Dependent Actions while those which do not require 24 hour session window are Session Agnostic Actions.
Session Dependent
Session Agnostic
Send text message
Send template message
Send image message
If/then branch
Send video message
Value equals branch
Send audio message
Goto another action
Send document message
Branch within specific hours
Send quick reply message
Enroll in reusable flow
Send list message
Set variable
Send catalog message
Delay for a set amount of time
Send single product mesdage
Assign conversation
Send multi product message
Mark closed
Send collection message
Add a label
Collect WhatsApp flow response
Add a note
Ask a question
Subscribe contact
Prompt ChatGPT
Unsubscribe contact
Record CSAT
Record NPS
Add to List
Remove from List
Make an API Call
SendGrid Email
All ZohoCRM Actions
All HubSpot Actions
All Shopify Actions
There are no rows in this table
Triggers
Triggers are initiated by the recipient or require 24 hour session window are Session Dependent Triggers while those which are initiated without an recipient or do not require 24 hour session window are Session Agnostic Triggers.
Session Dependent
Session Agnostic
Contact sends a text message
Teammate adds a label
Contact replies to a template message
Teammate removes a label
Contact sends the first message
Teammate closes a conversation
Contact sends message outside of working hours
When a conversation is created
Fails to send template message
Incoming webhook
All Shopify Triggrers
There are no rows in this table
Based on the type of Trigger we are restricting actions to be allowed in a Workflow -
Trigger
Allowed Actions in Workflow
Contact sends a text message
Session dependent
Session agnostic
Contact replies to a template message
Session dependent
Session agnostic
Contact sends the first message
Session dependent
Session agnostic
Contact sends message outside of working hours
Session dependent
Session agnostic
Fails to send template message
Session dependent
Session agnostic
Teammate adds a label
Session dependent
Session agnostic
Teammate removes a label
Session dependent
Session agnostic
Teammate closes a conversation
Session dependent
Session agnostic
When a conversation is created
Session dependent
Session agnostic
Incoming webhook
Session dependent
Session agnostic
All Shopify Triggrers
Session dependent
Session agnostic
Enroll reusable workflow
Session dependent
Session agnostic
There are no rows in this table
Workflow Runs
To improve tracking and debugging we are introducing Workflow Runs. Every time a workflow is triggered a new run will be created and each step and state of the workflow will be tracked.
Every workflow will go through following state during it’s lifetime -
The workflow run section is present in both Inbox and Workflow Builder
You can also see timeline with data of Workflow Run on clicking Show steps
Action Validation
To improve error tracking during creation of a Workflow we have added Action Validation which will indicate that the action will fail because of missing values.
Breaking changes
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