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Get an overview of workflows and how they automate tasks and messaging to simplify your lead management process.

Workflows, Explained

Learn about workflow triggers and how to use them to automate your processes effectively.

Overview of Workflow Triggers

Learn about workflow actions and how to use them to automate your processes effectively.

Overview of Workflow Actions

Learn about workflow branches and how to use them to automate your processes effectively based on conditional criteria that you set.

Overview of Workflow Branches

Learn how to roll back a workflow to a previous version, allowing you to restore an earlier setup if changes need to be undone.

Rolling Back a Workflow to a Previous Version

Learn how to automate your lead management and repetitive tasks using workflows

Workflows

Find answers and get help from Intercom Support and Community Experts

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