Workflow Editor
Add A Step
On the editor page, the workflow sits on the canvas. Select Add step, then choose a step type in the catalog. If the required step is not immediately visible, find it by name using the catalog search. You can also drag a step type from the catalog to the required position on the canvas. The close button closes the catalog.
The new step appears in the workflow and immediately opens for configuration. Available types depend on the automation type. All options and links to detailed settings are collected under Automation Steps.
Start with a trigger step: it determines when a run is created. Then add conditions and actions in the order in which they should execute.
Connect Steps
Each workflow step has connection handles. Drag a connection from one step's output to the next step's input.
A regular step has one output. For a message step, Branch transition buttons add separate branches on the right that start after a click, while the regular after-send output stays last below them. A link button opens its URL and does not create an output. A variable condition has Yes and No branches, while a loop has Loop and Done branches. A trigger does not accept incoming connections.
Point to a connection to reveal a small plus for adding a new step between the two existing steps. Select the plus and choose a type in the catalog that opens; the editor replaces the original connection with two connections through the new step. You can also open the catalog and drag the required type directly onto a specific connection plus. Point to or select a connection to reveal the delete connection button next to it. You can also delete a selected connection with Delete or Backspace.
If a new connection closes the path into a cycle, the editor offers to add a step that limits the number of repetitions. Its settings are covered under Loop Step.
Configure The Selected Step
Select the required step on the workflow to open the Step settings panel. There you can change the step name and the fields for its type.
Select the right-aligned Save button to apply the fields to the draft and close the panel. If the step cannot be saved, the error appears inside the panel and the entered values stay in place. The panel close button does not save changes entered in the panel. The left-side Delete button removes the step as soon as the request is performed; the editor has no separate confirmation dialog.
Point to a step or select it to reveal a compact toolbar above it. The copy button creates a separate step nearby with the same settings. The delete button immediately removes the step and its connections without a confirmation dialog. Both actions can be reversed with Undo in the editor toolbar.
You can drag steps around the canvas. Their positions are saved separately from their settings.
Select Multiple Steps
Use these shortcuts to work with a group of steps:
| Action | Windows And Linux | macOS |
|---|---|---|
| Select multiple steps with a marquee | Hold Shift and drag the marquee with the left mouse button | Hold Shift and drag the marquee with the left mouse button |
| Add one step to the selection or remove it | Ctrl + select the step | ⌘ Command + select the step |
| Move the selected group | Drag any selected step | Drag any selected step |
| Delete the selected group | Delete or Backspace | Delete or Backspace |
| Pan the canvas | Drag an empty area with the left mouse button | Drag an empty area with the left mouse button |
A step does not have to be fully inside the marquee: the editor also selects steps touched by it. After making a selection, drag any step in the group and the others move with it. Moving or deleting a group is saved as one operation, so Undo returns all affected steps. The Start step cannot be deleted.
Group A Section Of The Workflow
A visual group helps label and separate a large section of the workflow. It does not add a condition, change connections, or affect the step execution order.
First select the required steps, open the element catalog, and choose Step group under Display. The editor creates a group backdrop around the selection. If nothing is selected, an empty group appears in the center of the visible workflow area; drag the required steps into it.
In the backdrop header, enter a title and, if needed, a short description. The change is saved after you leave the field; an empty title is not applied. The counter on the right shows how many steps currently belong to the group.
To change its contents, drag a step inside or outside the backdrop. A step can belong to only one group. A copy created inside a group is added to that group as well. A group can receive no more than 80 steps at a time: if more are selected, the editor adds the first 80 and leaves the rest unchanged.
Drag the group by its header to move the backdrop together with all included steps. After selecting the group, resize it using the handles on its edges. It cannot be made small enough to leave any included step outside.
The delete group button removes only the backdrop; the steps and connections remain in the workflow. You can undo the action from the top toolbar. Visual groups are saved with the draft and transferred when the automation is copied or shared.
Configure The Automation
Select the settings icon next to the name to open Automation settings.
In the dialog, you can change the name and channel types. Channel types help the editor show compatible step settings but do not restrict trigger channels. The automation type is shown for reference and cannot be changed after creation.
The Public name in the widget switch lets widget users see a sender name that differs from the internal automation name. After enabling it, enter the public name. Select Save to apply the changes or Close to leave without saving the dialog fields.
Monitor Saving
The save indicator shows whether the draft is being saved and when it was last saved. Do not close the page while the indicator reports a save error. If realtime collaboration is unavailable, the editor still attempts to save changes normally.
If several members have opened the editor, or an agent, app, or integration recently changed the automation, the participants indicator shows current editors or the source of recent activity.
Undo Or Arrange Changes
The Undo and Redo buttons use the current editor's change history and are unavailable when there is no corresponding operation.
Open More actions and select Auto layout to arrange the steps automatically. In the same menu, Runs opens the run history, while Delete opens confirmation for deleting the entire automation. For the consequences, see Delete An Automation.
A Background automation also has a production Run button in the top bar. It executes the published version, while Test run executes the current draft. The requirements and initial variables are covered in Start Step And Manual Run.
Access
With view permission, the editor and workflow are read-only. Adding, moving, connecting, configuring, and deleting steps require permission to manage automations.