Creating A Flow
Create a flow, choose a trigger, and add actions like notifications, email, SMS, or webhooks.
Flows are created from Flows → Create.
Every flow starts with a Trigger node. The trigger node is mandatory and cannot be removed.
Fast path
Create flow → pick trigger → add actions → (optional) add conditions → save.
Step-By-Step
- Go to Flows
- Select Create
- Choose what the flow is based on (booking, payment, consent form, etc.)
- Configure the Trigger node (when should it run?)
- Add one or more Action nodes (what should it do?)
- Optional: add Conditions (when should it not run?)
- Optional: enable Run always if the flow should be mandatory
Triggers Are Explicit
There are no implicit triggers. A flow only runs for the triggers you explicitly select.
Examples:
- “When a booking is created”
- “1 day before a booking starts”
- “When a payment is created”