What is Workflow?

A workflow in FlowMattic is an automated sequence of actions that connects different tasks, events, or processes within the platform. It defines the steps required to accomplish a specific goal or complete a task efficiently and effectively. Each workflow consists of a “Trigger” and one or more “Actions.” When the trigger event occurs within FlowMattic, the specified actions are automatically executed, streamlining processes, reducing manual effort, and improving productivity.

In a workflow:

• Trigger: The starting point of the workflow, representing an event or condition that initiates the automated sequence of actions.

• Actions: The tasks or operations performed in response to the trigger event, such as creating tasks, sending notifications, updating records, or integrating with external tools and platforms.

Workflows in FlowMattic enable users to automate repetitive tasks, integrate various tools and systems, and orchestrate complex processes with ease. Whether it’s managing sales leads, processing customer orders, or coordinating project tasks, workflows empower users to streamline their workflow, increase efficiency, and focus on higher-value activities.

Here are some examples of workflows in FlowMattic:

1. New Order Notification Workflow:

   • Trigger: A new order is placed on your WooCommerce website.

   • Action: FlowMattic sends a notification email to the sales team and adds the order details to a Google Sheet for record-keeping.

   • Workflow: This automated workflow in FlowMattic ensures that whenever a new order is received on your WooCommerce website, FlowMattic triggers the notification email to the sales team and updates the order information in a Google Sheet, streamlining communication and record-keeping processes.

2. Contact Form Integration Workflow:

   • Trigger: A new contact form submission is received on your website.

   • Actions:

     • FlowMattic creates a new contact in WordPress.

     • FlowMattic adds the contact to your email marketing list in Mailchimp.

   • Workflow: When someone submits a contact form on your website, FlowMattic automatically creates a new contact in WordPress and adds them to your Mailchimp email list, ensuring efficient lead capture and seamless integration between your website, CRM, and email marketing platform.

3. Lead Management Workflow:

   • Trigger: A new lead is added to your CRM system.

   • Actions:

     • FlowMattic assigns a follow-up task to a sales representative in your project management tool (e.g., Asana or Trello).

     • FlowMattic sends a personalized follow-up email to the lead using your email marketing platform.

   • Workflow: Upon the addition of a new lead in your CRM system, FlowMattic triggers the assignment of a follow-up task to a designated sales representative and simultaneously sends a personalized follow-up email, ensuring prompt follow-up and efficient lead nurturing.

In these examples, FlowMattic serves as the platform for orchestrating automated workflows, by connecting different actions and events to streamline processes and improve productivity.