Workflow Step: Start a different Workflow | Voters

Workflow Step: Start a different Workflow

complete

Gerardo Salandra

There are some cases where it can be beneficial to divide one large workflow into multiple small ones.

Ideally, there should be a Step that allows one Workflow to trigger/jump/switch to another.

Right now one Workflow can only start another by adding a tag (or changing a custom field), but this is not ideal as then we need to remove that Tag and can get messy.

This can help:

Reduce the amount of workflow looping errors when tags are used to string several workflows together
In some cases it will reduce the amount of duplicate workflows if it is desired to have a workflow with multiple triggers

January 6, 2022

Yihui Chan

marked this post as

complete

New Workflow Step: Trigger Another Workflow is now live! You can now start one Workflow from within another, enhancing your automation capabilities. 
Additionally, we've introduced new Workflow Templates, like the Multi-Level Chat Menu, to let Contacts explore various options and return to the main menu in different Workflows.
Please let us know what you think. Feedback is appreciated!

Yihui Chan

marked this post as

in progress

Joao Correa

Yihui Chan: Can't wait for this!!

marked this post as

planned

Hi all, we're working on a solution to let you trigger another Workflow for a Contact. This will allow you to seamlessly connect workflows together to perform more powerful automations.

Please provide your inputs to ensure the solution meets your needs. The survey should only take a few minutes. Your feedback is highly appreciated. https://forms.gle/uQn2k4568BWYNXr18

marked this post as

under review

Shi Hui

Merged in a post:

Workflow step: Switch to another workflow

Isaac Raño

It would be helpful to have a workflow step that would end the current workflow and start another one. This would make it easier to mantain large, complex workflows by splitting them into smaller ones that call each other.

July 25, 2022

Shi Hui

Merged in a post:

Step to jump to a different workflow

Maria Renee Flores

I have two problems now, the workflow I have has too many steps (over a 100), so first of all it doesn't allows me to have all the branches I need, also the workflow is way too big and makes it complicated to work on it.

June 3, 2022

Shi Hui

Merged in a post:

Add a Workflow step to start another workflow

Roger Soporte

Having a Workflow step to start a shortcut or other workflow in a workflow

March 29, 2022

Shi Hui

Hi Roger Soporte, would you mind explaining more on what you mean here perhaps also share us your use case😊

Roger Soporte

Shi Hui: Sure, to trigger an existing shortcut from a step in a work flow

Gerardo Salandra

Merged in a post:

Workflow : Jump to Other Workflow & Workspace

Iswan Febriyanto

in Builder, we can jump to another Workflow or Workspace

January 6, 2022

Gerardo Salandra

Hey Iswan Febriyanto, could you share more information on what you mean with the above?

How could a Workflow jump to another Workspace?

Alberto Ruiz

Gerardo Salandra: Hello Gerardo, I would use Jump to another space for the following
In my opinion it would be very helpful to have a way to jump to different spaces when a customer has 2 or more offices in different countries with different staff 
Or maybe different products/ services runned under the same legal name, again runned  by different staff but one social channel (1 WhatsApp, 1 Facebook, etc) for all.
That way you could easily continue on a different space with different data and their own reports

Gerardo Salandra

Hey Alberto Ruiz: moving a contact from one space to another is not a trivial task. First the contact has to be created into the new Space with all the Contact Fields, then you would have to connect the channel to that contact, and only then it would make sense to start a workflow on that contact.
We will work on the functionality to start a new workflow within the same step soon, however we do not have any plans to add the "jump to Workflow in a different workspace" functionality.
If you are interesting in doing so, you can use our HTTP Request Step to call your server, and then your server call the API from the other Workspace, creates the contact, and then starts the Workflow.
Hope this help!

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