Who This Is For
Users building or editing workflows in Advanced Builder
Teams creating multi-step automations
Anyone who wants to build workflows visually before configuring each step
Use this feature when adding new triggers or actions to an existing workflow or building a workflow from scratch.
What’s New
You can now:
Drag triggers and actions directly from the sidebar
Drop them at the end of a branch to extend it
Drop them between two existing steps to insert them
Automatically connect steps without manual linking
Steps connect instantly and are ready for configuration.
How Auto-Connecting Works
From the Triggers/Actions sidebar:
Select a trigger or action.
Drag it onto the workflow canvas.
Drop it in one of two locations:
At the end of a branch to extend the workflow
Between two existing steps to insert it in the middle
The builder automatically connects the step in the correct position.
You do not need to manually reconnect nodes after dropping.
How to Use Auto-Connecting in Advanced Builder
Step 1: Open the Workflow
Go to Automations → Workflows.
Open an existing workflow or create a new one.
Make sure you are in Advanced Builder mode.
Step 2: Add a Trigger or Action
Open the Triggers/Actions sidebar.
Drag the desired trigger or action onto the canvas.
Drop it:
On the last node to extend a branch
Between two connected nodes to insert it
The step will auto-connect in the correct sequence.
Step 3: Configure the Step
After dropping:
Click the newly added step.
Complete all required configuration fields.
Click Save.
Unconfigured steps will not execute.
Supported Drop Locations
You can drop actions:
At the end of any branch
Between two connected nodes in a branch
You cannot leave a step unconfigured and expect it to run.
Workflow Execution Rules
Dropped actions must be fully configured before they can execute.
If a workflow contains an incomplete action, that step will not run.
Always save your workflow after adding or editing steps.
Use Test Workflow before publishing.
Common Issues and Fixes
Step does not run after adding it
Cause: The action was not fully configured.
Fix: Open the step, complete all required fields, and save.
Step not connecting correctly
Cause: The step was not dropped directly onto a valid connection point.
Fix: Drag again and drop:
On the end node to extend
Directly between two connected nodes to insert
FAQ
Can I insert a step between two existing actions?
Yes. Drag the trigger or action and drop it directly between two connected nodes. It will automatically connect in the correct sequence.
Do I need to manually reconnect steps after dropping?
No. The Advanced Builder automatically connects the step based on where you drop it.
Can I leave a step unconfigured?
No. Unconfigured steps will not execute. Always complete required fields and click Save.
Does this work for both triggers and actions?
Yes. You can drag and drop both triggers and actions onto the workflow canvas in Advanced Builder.