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.