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Trigger reusable Workflows within conversations
Trigger reusable Workflows within conversations

Learn how to trigger Workflows from the Inbox to automate teammate actions.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated this week

Teammates can trigger reusable workflows within conversations to increase their inbox efficiency.

You'll need to set up reusable workflows first.

Get started

From a conversation use ⌘ / Ctrl K to open the menu and search for "Trigger reusable workflow".

You can also pin workflows to the composer for easy access.

Then search for the reusable workflow and press Enter to select it.

This will automatically trigger the workflow within the conversation. The example below shows a "Refund Order" reusable workflow which automatically sends the customer a ticket form in the Messenger to collect more details before processing the refund.

The manual work is taken care of. 🎉

Note:

  • All reusable workflows are available to all teammates in the Inbox, but you have the option to disable them to be triggered from the Inbox:

  • If there is a workflow already running in the conversation, triggering a new one will interrupt the existing workflow.


💡Tip

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