Workflows in CallHub. A brief overview.

Workflow is a series of events linked to each other to complete a specific task sequentially through automation. With a workflow builder, you can quickly set up workflows that are fully automated and customized to the requirements of your organization.

Automation can help you save time, stay organized, and help complete your tasks without much effort from your end.

In CallHub, a Workflow is defined by Triggers, Conditions, and Actions. Automation can be initiated with a specific trigger, and the series of events can be set up based on conditions to perform an action. The action is mostly the desired outcome of your workflow.

Triggers: In simple terms, a trigger is an event that initiates a workflow or a process. The CallHub system monitors the workflow for the trigger that is set up. Once triggered, the automation is initiated to perform specific actions based on your set conditions.

Conditions: As the term suggests, a condition is a rule added to the workflow to perform or prevent specific actions. If the condition is true, the next action is performed. If the condition is false, the workflow automation stops its execution.

Actions: An action is an event performed by the workflow when the automation is triggered and meets specific conditions you have set up. Actions are usually the outcomes of your workflow.

Note: Workflow in CallHub cannot be edited once they are published. They can be edited only in a draft state.