📄️ What is a Workflow? A Beginner’s Guide
Welcome to the Exabloom Workflow Builder! If you’re new to automation or unsure what a "workflow" even means, don’t worry—you’re in the right place. This guide will explain everything in plain language and show you how to use workflows to make your work easier.
📄️ Navigating the Workflow Builder
Now that you know what workflows are, let’s get familiar with the Exabloom Workflow Builder interface. In this guide, we’ll show you where to find your workflows, how to create a new one, and how to navigate the builder with ease.
📄️ Creating Your First Workflow: "Welcome New Contacts"
Now that you understand what a workflow is, let’s create your first one! In this guide, we’ll walk you through setting up a simple workflow step-by-step. Don’t worry—it’s easier than you think!
📄️ Understanding AND/OR Operators in Filtering
As an Exabloom user, filtering helps you find exactly the leads you need from your database. The AND and OR operators are essential tools that determine how your filtering conditions work together.
📄️ Building Advanced Workflows: "Interactive Welcome Flow"
Now that you’ve created your first workflow, let’s take it to the next level! In this guide, we’ll evolve the "Welcome New Contacts" workflow into a more dynamic and interactive experience using IF/ELSE and Wait For Reply. These features allow you to customize workflows based on conditions and pause workflows until a contact responds.
📄️ Using Inbound Webhooks as Triggers: "External Event Workflow"
In this guide, you’ll learn how to create a workflow triggered by an Inbound Webhook. This allows external systems to send data to Exabloom, which can then trigger workflows based on the received payload. We’ll create a new workflow from scratch and walk you through setting up the webhook, sending an example payload, and mapping the data to create or update contacts.
📄️ Sending Data OUT of Exabloom
This guide will teach you how to send data from Exabloom to external systems using webhook actions in workflows.
📄️ Send Contacts to Workflow
Sometimes, you may want to manually enroll contacts into a workflow to perform a sequence of actions. This is particularly useful for scenarios where you need to automate multi-step processes, handle conditional logic, or perform bulk updates.
📄️ Data Type Formatting for Custom Fields
In Exabloom, many workflow triggers and actions allow you to map values to custom fields. To ensure data accuracy and smooth processing, it's essential that mapped values follow the correct format based on the data type of the custom field.
📄️ Triggers and Actions Reference
Once you’ve mastered the basics of workflows, you can use this guide as a quick reference for all available Triggers and Actions in Exabloom. These are the building blocks for creating custom workflows tailored to your business needs.
🗃️ Triggers
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🗃️ Actions
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🗃️ Examples
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