Create a workflow

Follow these steps to create and set up a workflow

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Before you begin

✨ Want a head start? Use our workflow templates library: Get started with workflow templates library

Create and set up a workflow

1

Create a workflow

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2

Define workflow name and trigger

Enter a name and select a workflow trigger (Product restock or New subscriber) to set up your new workflow.

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3

Start creating a workflow

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Not sure how workflows work yet? Check out How workflows work

Click the plus () icon to add a condition or action, and build your workflow according to your needs.

Hover over the block to change or delete the workflow block.

Click the block and select Edit description to add a custom description for your workflow.

For a workflow condition, you can choose either the True or False branch to continue building the next actions.

4

Set up your workflow

Select an available action or condition to define what happens in your workflow.

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👉 Check out these articles to learn more about workflow conditions and actions:

5

Run your workflow

Click Save and Turn on workflow to run the workflow you just created.

6

Your workflow has been activated!

You can check again in the Workflow dashboard; the Active button is now turned green, indicating that the workflow is enabled.

Best practices for creating workflows

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Pro Tip:

Assign a workflow to your campaignchevron-rightenvelopeEmail templateschevron-rightAvailable triggers, actions, and conditionschevron-rightManage workflowschevron-rightWorkflows: FAQschevron-right


📩 Need help?

We’re here to make your XFlow experience smooth and successful. Our support team is always ready to assist you—no matter how big or small your question is.

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