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Advanced Flow Builder

Create complex workflows and automate processes with greater flexibility and control with Advanced Flow Builder

    • Getting started on Advanced Flow Builder

    • Flow error overview

    Advanced Flow Builder use cases

    • Example use cases for “Shopify” trigger nodes

    • Round-robin assignment for new leads in Advanced Flow Builder

    • Manage and assign new contacts using AgentFlow

    Advanced Flow Builder flow template

    • Configure "Out of business hours" flow template

    Advanced Flow Builder triggers

    • Flow triggers overview

    • Configuring "Interaction" trigger nodes

    • Configuring "Contacts" trigger nodes

    • Configuring "Salesforce" trigger nodes

    • Configuring "Custom object" trigger nodes

    • Configuring “HubSpot” trigger nodes

    • Configuring VTEX trigger nodes

    • Configuring “Shopify” trigger nodes

    • Configuring “Zoho CRM” trigger nodes

    • "Customer sends you a message" trigger

    • "Customer messages you from a Click-to-WhatsApp ad" trigger

    • "You send a message to a customer" trigger

    • "Conversation status is updated" trigger

    • "WhatsApp message status is updated" trigger

    • "Customer submits a WhatsApp Flow response" trigger

    • "New contact is created" trigger

    • "Contact property field is updated" trigger

    • "Contact property date or time is reached" trigger

    • "Label is added to a contact" trigger

    • "Label is removed from a contact" trigger

    • "Contact is added to a list" trigger

    • "Contact is removed from a list" trigger

    • "A webhook is received" trigger

    • "User comments on a post or reel" trigger

    • "User replies to a story" trigger

    • "User comments during a live stream" trigger

    • "Scheduled date and time is reached" trigger

    • "Custom object date and time is reached" trigger

    • "Salesforce record is created" trigger

    • "Salesforce records is updated" trigger

    • "Custom object record is created" trigger

    • "Custom object record is updated" trigger

    • "A row is added in Google Sheets" trigger

    • "A row is updated in Google Sheets" trigger

    • "HubSpot record is created" trigger

    • "HubSpot record is updated" trigger

    • "Looping through HubSpot records" trigger

    • “Lead is received from TikTok Ads” trigger

    • “Visitor submits a form through AI Growth Widget” trigger

    • "VTEX order is created" trigger

    • "VTEX order is updated" trigger

    • "Looping through VTEX orders" trigger

    • "Zoho record is created" trigger

    • “Zoho record is updated” trigger

    • "Shopify order is created" trigger

    • "Shopify order is updated" trigger

    • "Shopify customer is created" trigger

    • "Shopify customer is updated" trigger

    • "Looping through Shopify orders" trigger

    • "Abandoned cart is created" trigger

    • "Abandoned cart is updated" trigger

    • "Ticket is created" trigger

    • "Ticket property is updated" trigger

    Advanced Flow Builder conditions

    • Condition branching overview

    • Flow operators overview

    • Flow variables overview

    • Configuring "Time delay" node

    • Configuring “Wait for event” nodes

    Advanced Flow Builder actions

    • Flow actions overview

    • Configuring "Messaging" action nodes

    • Configuring "Contacts" action nodes

    • Configuring "Conversation" action nodes

    • Configuring "Custom object" action nodes

    • Configuring Google Sheets action nodes

    • Configuring “HubSpot” action nodes

    • Configuring "Salesforce" action nodes

    • Configuring “Zoho CRM” action nodes

    • Configuring "External integration" action nodes

    • "Send message" action node

    • "Add internal note" action node

    • "Create contact" action node

    • "Update contact" action node

    • "Identify and update contact" action node

    • "Add to list" action node

    • "Remove from list" action node

    • "Add label" action node

    • "Remove label" action node

    • "Change conversation status" action node

    • "Assign to" action node

    • "Add collaborator" action node

    • "Remove collaborator" action node

    • "Create custom object records" action node

    • "Update custom object records" action node

    • "Add Google Sheet row" action node

    • "Update Google Sheet row" action node

    • "Search Google Sheet rows" action

    • "Create HubSpot record" action node

    • "Search HubSpot records" action node

    • "Update HubSpot record" action node

    • "Search Salesforce records" action node

    • "Create Salesforce record" action node

    • "Update Salesforce record" action node

    • "Update ticket" action nodes

    • "Create Zoho record" action node

    • "Update Zoho record" action node

    • "Search Zoho records" action node

    • “Send HTTP request” action node

    • "Send contact webhook" action node

    • "Send triggered message webhook" action node

    • "Reply to post comment" action node

    • "Reply post comment via direct message" action node

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