Visual Workflows: Visual Editor for Triggers

Summary

Visual Workflows is a visual, drag-and-drop editor for building and managing Triggers. Instead of configuring deeply nested screens, Visual Workflows shows your automation as a flowchart of steps (nodes) and connections so you can see what happens and why. Use Revisions to edit drafts safely and activate only when you're ready to publish changes.

Quick Start

1. Go to Flows → Workflows
   1. Alternatively, Flows → Triggers → Visual Workflows

What You See on Screen

Canvas
This is the central area that shows your workflow as a flowchart, including nodes and connections.

Workflow Events
The left sidebar lists the trigger events you can use to build workflows. These are the same events you would find in the traditional trigger dropdown. The number appearing next to the Workflow Event signals how many triggers in the account use that event. Click an event to load the workflows associated with it.

Nodes
A rectangular block on the canvas that represents a single step in the workflow. There are two node types:

1. Condition Node: Defines an If-style condition that determines which path the workflow follows. 
2. Action Node: Executes a specific task when the conditions are met.

Connections
Lines connect nodes and show the execution order of the trigger. You can create and add new nodes to an existing workflow while preserving the rest of the connection path.

Edit Panel
A side panel that appears when you select a workflow event, condition, or action node. Configure node details here, similar to the traditional trigger edit experience. 

Floating Toolbar
A floating toolbar on the canvas gives quick navigation and editing tools: 

• Zoom In: increase zoom
• Zoom Out: decrease zoom
• Fit to view: fits the canvas and all nodes into the view
• Center on start: centers the canvas on the starting node
• Lock/unlock panning: enable or disable click and drag to move around the canvas
• Expand all linked workflows: automatically expands all nested triggers
• Selection mode: allows you to click or drag to select nodes, which can then be copied and pasted.

• Search nodes: find nodes, action names, tokens, or text inside the canvas and jump to matches

  

• Test workflows: see which workflows would actually run based on a given activity

  

Revisions

Revisions are versioned drafts of a workflow. They let you make changes, validate and test, and only activate when you're ready. 

Revision Lifecycle

1. Start a new revision or open an existing draft. The editor will indicate that you are editing a draft.

   • You can create a new revision simply by editing a workflow and saving the edits as a revision, or you can click Revisions → Create Draft.

     

2. Make changes to your workflow by adding or removing nodes, editing existing nodes, or adjusting connections. Changes are only saved to the draft.
3. Use existing activities to test and validate the behavior of any changed workflows.
4. When the draft is ready and you are ready to make changes live for customers, activate the revision to replace the live workflow with the draft's logic.
5. You can view past revisions and the user who activated them. You can also create a new draft from a previous revision, or revert to a prior version when needed.

Best practices

• Name workflows clearly. Using a name when defining the Workflow event can make large workflows easy to scan.
• Validate and test before activating. Use sample events that mirror real traffic so you can see how the flow behaves.