Workflows
Create and manage automated workflows.
60 articles
Workflow Builder: Right-Click Actions for Faster EditingThe Workflow Builder now supports right-click actions on workflow blocks, allowing users to copy, move, delete, or add notes directly from a context menu without opening the three-dot menu.
Workflow Overview Dashboard: Measure and Monitor AutomationsThe Workflow Overview Dashboard provides a real-time, read-only view of workflow activity, enrollments, trigger performance, and errors so users can monitor automation health and quickly identify issues.
Version History and Restore Functionality in WorkflowsVersion History allows users to view, save, restore, and duplicate previous workflow versions so changes can be tested, reviewed, or reverted safely without affecting live automations.
Company-Based WorkflowsCompany-Based Workflows allow automation to run at the company record level, enabling Kyrios users to trigger actions, updates, and cross-object automation for B2B accounts instead of individual contacts.
Advanced Builder: Visual Workflow Design in KyriosThe Advanced Builder is a visual workflow editor in Kyrios used to build complex automations on a flexible canvas.
Highlighting and Resolving Errors in a WorkflowThe Error Identification and Resolution feature in Kyrios highlights workflow errors and uses AI guidance to help users understand and fix issues directly from the workflow builder.
Workflows: Using Advanced Filters and Smart ListsAdvanced Filters let users temporarily narrow the Workflow List by specific criteria, while Smart Lists allow users to save those filters as reusable, always-available workflow views.
How to Set Up and Customize Workflows in KyriosWorkflows in Kyrios automate actions based on specific events using a simple trigger-and-action builder, allowing businesses to streamline processes and scale automation efficiently.
Automating Contact Follower Management with WorkflowsKyrios workflows can now automatically add or remove followers on contacts using dedicated workflow actions, eliminating the need for manual follower management.
How to Pause Workflows in KyriosPausing workflows in Kyrios allows administrators to temporarily stop published automations during specific date ranges, such as holidays or scheduled downtime, without permanently disabling or editing the workflow logic.
How to Set Up an Appointment Booking Workflow in KyriosAn appointment booking workflow in Kyrios automatically runs actions when a contact books an appointment on a selected calendar, allowing teams to trigger confirmations, reminders, assignments, and pipeline updates without…
Workflow AI Assistant in KyriosWorkflow AI Assistant is an in-builder AI guide that helps users create, configure, and optimize workflows by suggesting triggers, actions, and next steps directly inside the Kyrios workflow builder.
Workflow Notes, Action Notes, and Sticky Notes in KyriosWorkflow Notes, Action Notes, and Sticky Notes allow teams to add structured context, instructions, and reminders directly inside the workflow builder, improving collaboration, clarity, and long-term maintainability.
Estimates Workflow Trigger & Send Estimate ActionUse estimate-based triggers and actions to automate sending estimates and client follow-ups.
Communities: Private Channel Workflow Triggers and ActionsUse workflow triggers and actions to automatically grant or revoke access to private community channels based on member activity or status.
How to Restore Deleted WorkflowsRestoring a deleted workflow allows users to recover a previously removed automation from the Deleted tab and return it to a usable Draft state.
Nested Folders for WorkflowsNested folders allow workflows to be organized inside folders and sub-folders, creating a clear hierarchy for managing large or complex automation libraries.
How to Set Up Trigger Links in WorkflowsTrigger Links allow contacts to enter workflows or trigger actions automatically when they click a tracked link in an email, SMS, or other message.
Using a Workflow and Smart List to Track Failed SMS ContactsThis article explains how to automatically tag contacts whose SMS messages fail and track them in a Smart List using a Workflow, enabling follow-up actions such as email or calls.
How to Create and Use Workflows in KyriosWorkflows in Kyrios are a visual automation tool used to trigger actions based on contact behavior, tags, or events, allowing teams to automate communication, follow-ups, and internal processes.
Terms & Conditions Filter in WorkflowsThe Terms & Conditions (T&C) Filter lets workflows include or exclude contacts based on whether they accepted a Terms & Conditions checkbox at the moment of a form, survey, or…
Customizing the From Email Address in WorkflowsThis article explains how to set or override the From Name and From Email Address in Kyrios workflows so emails are sent from the correct sender and domain.
How to Move or Remove Contacts from Workflow StepsThis article explains how to move contacts to the next step or remove contacts entirely from a Kyrios workflow using either the workflow builder or the Enrollment History tab.
How to Duplicate a WorkflowThis article explains how to duplicate an existing Kyrios workflow so you can reuse its triggers and actions without rebuilding it from scratch.
Pausing and Resuming WorkflowsThis article explains how to pause and resume Kyrios workflows by switching between Draft and Published status, and what happens to enrolled contacts when a workflow is paused.
Using the Testing Features in WorkflowsThis article explains how to test Kyrios workflows using built-in testing tools, execution logs, and manual controls to verify automation behavior before going live.
Understanding the Workflow Settings TabThis article explains each setting in the Kyrios Workflow Settings tab, what it controls, and how it affects workflow behavior, contact enrollment, and communication delivery.
How to Get Notified When a Lead Opens an EmailThis article explains how to use a workflow with an Email Events trigger and an Internal Notification action to receive alerts when a lead opens an email.
How to Connect Course and Funnel Checkout Using WorkflowsThis article explains how to connect a funnel checkout to a course or membership by using offers and workflows to automatically grant access and send login credentials.
How to Create a Double Opt-In SystemLearn how to set up a double opt-in workflow so contacts must confirm before receiving messages.
How to Set Up Google Ads Conversion Actions with Kyrios WorkflowsThis guide explains how to create Google Ads offline conversion actions and connect them to Kyrios workflows so Google Ads can accurately track leads, purchases, calls, and chats generated from…
Understanding Workflow Execution Logs and Enrollment History in KyriosThis article explains how to use the Execution Logs and Enrollment History tabs in Kyrios workflows to understand what actions ran for each contact, their current status, and how a…
Customizing Delivery Timeframes Within WorkflowsThis article explains how to control when workflow actions execute in Kyrios by using global delivery time windows and conditional wait logic to ensure messages and actions run only at…
How to Use Multiple Trigger Events in WorkflowsMultiple trigger events allow a single Kyrios workflow to start from more than one event type, such as form submissions, survey completions, contact changes, or appointment bookings—while running the same…
How to Set Up Automated Calls and Voicemail Drops Within CampaignsThis article explains how automated call events and voicemail drops worked inside Kyrios Campaigns, including user assignment, call routing, and voicemail fallback behavior.
How to Create Appointment Confirmation and Appointment Reminder WorkflowsThis article explains how to create an appointment confirmation and reminder workflow in Kyrios using the Appointment Status trigger, timed wait steps, and message actions.
How to Import Campaigns into WorkflowsThis article explains how to import an existing Kyrios Campaign into the Workflow builder so it can be customized using modern triggers, actions, and automation logic.
How to Move and Copy Actions in the Workflow BuilderThis article explains how to move or copy single actions or entire action blocks within or between workflows using the Kyrios Workflow Builder.
Workflow RecipesWorkflow Recipes are pre-built workflow templates that allow Kyrios users to quickly create, customize, and publish automations without starting from a blank workflow.
Workflow: Abandoned CartThe Abandoned Cart workflow automatically identifies contacts who start but do not complete a two-step order form and triggers follow-up actions until a purchase is completed.
Workflow Contact Attribution VariablesWorkflow Contact Attribution Variables allow Kyrios workflows to identify where a contact originated (first or last touch) and take different actions based on that source, such as paid ads, organic…
How to Organize Workflows Using Folders, Advanced Filters, and Smart ListsWorkflow folders, Advanced Filters, and Smart Lists in Kyrios help organize workflows, apply structured views, and save reusable lists for faster workflow management.
How to Mark an Appointment as Invalid Using a WorkflowKyrios workflows can automatically mark appointments as Invalid when a specific contact tag is added, ensuring calendars stay accurate and unavailable time slots are released.
Bulk Actions for Campaigns and WorkflowsBulk Actions allow Kyrios users to add multiple contacts to workflows or campaigns at once, either immediately, at a scheduled time, or gradually using drip mode.
Using Custom Objects in Workflow Actions and TriggersCustom Object Workflows let you trigger automations from custom object events and perform object-specific actions like creating, updating, or clearing custom object records.
Workflow Enrollment History in KyriosEnrollment History shows when contacts entered a workflow, their current state, exit reasons, and the exact path they took through the workflow.
Workflow Execution Logs in KyriosExecution Logs provide a detailed, action-by-action record of what occurred inside a workflow, including successes, waiting states, errors, and exact execution timing.
How Does Stop on Response Work in WorkflowsLearn how the Stop on Response setting works in Workflows to automatically end a workflow when a contact replies to a workflow message.
WhatsApp: Workflow StatisticsWhatsApp Workflow Statistics provide detailed, action-level visibility into WhatsApp message delivery, engagement, and failures directly inside a workflow.
Standard Builder: Drag-and-Drop Triggers and ActionsThe Standard Workflow Builder now supports drag-and-drop functionality for triggers and actions, allowing you to place steps directly onto the canvas from the sidebar.
Advanced Builder: Build Faster with Auto-Connecting StepsThe Advanced Builder now allows you to drag and drop triggers and actions directly onto the workflow canvas, automatically connecting them in the correct position.
Advanced Builder: Set Default Path for Workflow BranchesControl which branch contacts enter by default in Advanced Builder workflows with parallel paths.
Standard Builder: Drag and Move Workflow NodesYou can now drag and reposition workflow nodes directly on the canvas without using menus or rebuilding steps.
Workflows: Media Storage AttachmentsAttach files from Media Storage directly inside workflow actions without re-uploading or using external links.
Workflow Switcher (Advanced Builder)Workflow Switcher lets you quickly open and navigate between workflows from the Advanced Builder without leaving your current workflow.
What Are Workflows?Workflows are automated sequences of actions that run when a defined trigger occurs.
Generate Marketing Audit Reports in WorkflowsGenerate Marketing Audit Reports automatically inside Kyrios Workflows, then use the generated report link in follow-up emails or SMS messages.
Using Array Functions in WorkflowsArray Functions are premium workflow actions used to find, filter, rebuild, or calculate values from arrays in Kyrios workflows.
Shopify Variables in WorkflowsShopify variables allow you to dynamically insert Shopify order and customer data into workflow messages based on the trigger event.
Workflow Builder Workspace ControlsNew workflow builder workspace controls allow users to resize the action and trigger sidebar and expand workflow actions or triggers into full screen for a more flexible editing experience.