Steps to trigger a flow #
Create a contact flow #
Load the flow builder #
Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open, you will see a link to “Flows” on the top of your page. Please click that. Click on the ‘Create Flow’ button.
The system will pop up a message box, and you will have to select the first option, 'Contacts'. Now, click on the ‘Select’ button.
Drag and drop to build flow #
Drag and drop elements on the flow builder to add steps
💡 Video guideline on automation flow
Change trigger type #
Please, click on the hamburger icon on the flow builder.
Click on the trigger link
Here you will get the list of all the existing inputs. Please, click on the ‘Tag’ tab and select the ‘Tag Added’ option
Save the flow #
After completing the design works, please click on the ‘Save’ button
Publish the flow #
The system will allow you to set a name for the flow and publish the flow.
