Who This Is For / When to Use
This article is for users who want to move contacts from one workflow into another based on actions, outcomes, or conditions.
What the Add to Workflow Action Does
The Add to Workflow action instantly enrolls the contact into a selected workflow.
When this action runs:
The contact is added to the target workflow immediately
The contact starts at the first step of the new workflow
The current workflow continues unless you explicitly end it
This action is commonly used to chain workflows together.
How to Add the Add to Workflow Action
Step 1: Open a Workflow
Go to Automations > Workflows.
Create a new workflow or open an existing one.
Step 2: Add the Action
Click the + icon where you want to enroll the contact into another workflow.
Select Add to Workflow from the action list.
Configure the Add to Workflow Action
Action Name
Enter a clear internal name so the action is easy to identify.
Example:
Add to Appointment Follow-Up Workflow
Select Workflow
Choose the workflow that the contact should be added to.
Important:
The contact will always start at the first step of the selected workflow.
Enrollment happens immediately when this action is reached.
Pass Input Trigger Parameters (Optional)
Enable Pass Input Trigger Parameters to send data from the current workflow into the new workflow.
Use this option when:
The new workflow depends on trigger data (such as appointment, form, or message data)
You want to preserve context between workflows
If disabled:
The new workflow starts without trigger-related data
Save the Action
Click Save Action to apply the configuration.
Example: Appointment Booking Follow-Up
Scenario
A contact books an appointment and should automatically receive reminders and preparation messages.
Setup
Trigger: Appointment booked
Action: Add to Workflow
Target Workflow: Appointment Follow-Up
Pass Input Trigger Parameters: Enabled
Result
The contact is instantly enrolled in the follow-up workflow
Confirmation messages and reminders are sent automatically
Common Issues and Fixes
Contact Does Not Enter the New Workflow
Confirm the workflow is published.
Verify the Add to Workflow action is reached during execution.
Missing Data in the New Workflow
Ensure Pass Input Trigger Parameters is enabled.
Confirm the target workflow uses compatible trigger data.
Workflow Runs Twice
Check for multiple Add to Workflow actions pointing to the same workflow.
Frequently Asked Questions
Does the Add to Workflow action run immediately?
Yes. As soon as the contact reaches this action, they are enrolled in the selected workflow.
Does the current workflow stop when this action runs?
No. The current workflow continues unless you explicitly end it.
Can I chain multiple workflows together?
Yes. You can use multiple Add to Workflow actions to create a sequence of workflows.
Can this action be used for different triggers?
Yes. It works with any workflow trigger, including appointments, forms, purchases, and replies.
What happens if I do not enable Pass Input Trigger Parameters?
The new workflow will start without trigger-related data from the original workflow.
Why should I test workflows that use this action?
Testing ensures contacts are enrolled correctly and data is passed as expected before the workflow goes live.