Flows (Automation)

What flows do

A flow is an automation that runs steps for you.

Think: when something happens → do these steps.

Flows are used for:

Trigger: what starts the flow (example: form submitted, tag added)
Conditions: rules that decide which path to follow (example: “has tag VIP”)
Actions: what the flow does (send an email, wait, update a record, etc.)
Targeting filters: optional list/tag include/exclude rules for tighter audience control

If you are brand new, start with Flow Triggers and then review Flow Steps. For milestones and go-live changes, see Flow Goals and Flow Drafts and Publishing.

The flow sidebar and top controls were refined for faster editing in larger flows.
Trigger and wait configuration now supports searchable list/tag selectors with inline create/manage actions.
Date-based trigger/wait setup now includes explicit trigger time controls to reduce timing ambiguity.

For setup details, see Flow Triggers and Wait Until.

Choose something you can test quickly (like a form submission).

A common pattern is:

Trigger the flow once (submit the form yourself) and confirm the contact moves through the steps.

Start small. A flow that works reliably for one test contact is easier to expand than a big flow that’s hard to debug.

Welcome flow: form submission → wait → send email → tag contact
Reminder flow: booking created → wait until date/time → send reminder
Re‑engagement: last activity > X days → send email → if opened/clicked, branch

If contacts don’t enter: confirm the trigger event actually happened (and matches the flow trigger)
If contacts look “stuck”: check for a Wait step that is waiting on a condition/time that never becomes true
If emails aren’t sending: confirm email settings and that the contact is eligible to receive messages