Workflow Guides
Reference guides and best practices for building workflows.
9 articles
Fetch Product Details Using Pluck and Join in WorkflowsUse the Pluck and Join helpers in Kyrios workflows to extract product details from order data and format them into a single value for actions like Google Sheets logging.
Workflow Guide: Build and Use an Unsubscribe Trigger LinkCreate an unsubscribe experience using Trigger Links and workflows to automatically enable Do Not Disturb (DND) when a contact clicks an unsubscribe link in an email or SMS.
Workflow Guide: Sending Membership Credentials (Welcome Email)Use workflows to automatically send membership login credentials (Magic Link) and welcome emails when a contact signs up or is granted access to a membership offer.
Workflow Guide: Task Assignment Email NotificationsAutomatically notify users by email when a task is assigned to them using the Task Added workflow trigger and Send Internal Notification action.
Workflow Guide: Email Open NotificationsAutomatically notify internal users by email when a contact opens an email using the Email Events trigger and Send Internal Notification action.
Workflow Guide: Add Form Answers to Contact NotesThis guide explains how to automatically save form or survey responses directly into a contact’s Notes section using workflows. Automating this process ensures important customer details are captured instantly, consistently,…
List of Custom Values in KyriosCustom values are dynamic placeholders you can insert into workflows, campaigns, and messages to automatically pull in contact, user, appointment, account, and timing data.
How to Set Up Automated Calls and Voicemail Drops in a WorkflowThis article explains how to build a workflow that automatically assigns a contact, places a call with a call whisper, and drops a voicemail when the call is not answered.
Workflow Builder: Find & ReplaceQuickly find and update custom values, tags, or text within a single workflow using Find & Replace.