A Workflow with trigger, condition, and actions is a series of steps that are initiated by a specific trigger event, followed by a set of conditions that determine the next action to be taken, ultimately resulting in one or more actions being executed.
Trigger: The trigger is the event or action that initiates the workflow.
Condition: Once the trigger is activated, the workflow moves to the next step, which is to check for certain conditions. Conditions are rules that must be met for the workflow to continue.
Action: If the condition is met, the workflow moves to the next step, which is to perform a specific action. Actions are tasks or processes that are carried out automatically by the workflow.
List of Triggers, Conditions, and Actions on CallHub Workflow -
Triggers - All the Triggers set in the Workflow work on the future data. This means that a workflow is initiated only if an event is triggered after the Workflow is created.
| Trigger** | Description |
| Tag is added | A workflow is triggered when a tag is added to a contact from a specific campaign. Also works when a tag is manually added to a contact through the CallHub dashboard or through Integration Sync. |
| Tag is removed | A workflow is triggered if a tag "X" is not present for contact and if the tag "X" is manually removed from the contact. |
| Call Completed** | Workflow triggers whenever a call completes. A call is considered complete when the call ends and moves to the next call. It is irrespective of the call's outcome and disposition. |
| Outreach Completed** | Workflow triggers only when an outreach is completed for a contact. It is considered complete when the call's retry attempts and scheduled callbacks are exhausted. |
| Initial Message sent | Workflow triggers when an initial message is sent to the contact from all the SMS campaigns. This also includes Call Center Texting. |
| Message received | Workflow triggers when a message is received from a contact to all the SMS campaigns. This also includes Call Center Texting. |
| Link clicked | Workflow triggers if a link is clicked when a URL short link is sent via a message from any SMS campaign. |
Conditions - If/Else conditions work for past data as well. This means that a contact that satisfies all the conditions set in a specific workflow is added to the flow even if the campaigns set in the conditions were run in the past.
| Condition | Description |
| Wait | This condition adds a delay in minutes, hours, and days to the action that is to be performed or the next condition. |
| If/Else** | An if/else condition is used to execute different actions depending on whether the given condition is true or false. |
Actions -
| Action | Description |
| Add to a campaign | Adds the contact to the selected campaign if the conditions are met. |
| Add to a contact list. | Adds the contact to the selected contact list if the conditions are met. |
| Add Tag | A tag is added to the contact if the set conditions are met. |
| Remove Tag | A tag is removed from the contact if the set conditions are met. |
** If/Else include a list of conditions that can be used in a Workflow to perform actions based on whether the condition is True or False.
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