Workflows in Pageport are powerful automation tools that help streamline lead management by automating repetitive tasks, communications, and processes. They consist of triggers that determine when a workflow starts and actions that define what happens next. Workflows allow you to create efficient and consistent systems that save time and enhance your outreach. This guide provides an overview of how workflows function and their key components.
Creating a Workflow
To start, log in to Pageport and navigate to Workflows.
1. Click New workflow
2. Name your workflow and then click Create workflow.
Once you've created your workflow, you can start to automate using triggers, actions, and branches,
Triggers
A trigger determines how leads enter your workflow. Read this article for more details on workflow triggers.
To add a trigger:
1. Click + Add new trigger
2. Click the Trigger Type dropdown and select your trigger
You can add a filter to your trigger by clicking + Add filters to further specify how a lead enters a workflow.
After editing the trigger on the right-side editor, click Create.
Actions
Actions refer to what automation happens to the lead based on the trigger set up. Read this article for more details on workflow actions.
To add an action:
1. Click the rounded Plus where you want to add an action
2. Click the Action name dropdown menu and select your action
After selecting your action, use the editor on the right-side to finish setting up your action.
After editing the action on the right-side editor, click Create.
Branches
If you want to fork your workflow based on certain conditions, you can add branches. Read this article for more details on workflow branches.
To add a branch:
1. Click the rounded Plus where you want to add a branch
2. Click the Action name dropdown menu and select Branch
3. Fill out your branch criteria and click Create
After editing the branch on the right-side editor, click Create.
4. After you've built your workflow, activate your workflow by toggling on the Inactive switch.
