Understanding Workflow Components
Workflows in ClientsPlace consist of three main components:
- **Triggers:** Events that start the workflow (e.g., "New Client Created", "Invoice Overdue", "Form Submitted", or scheduled times).
- **Actions:** Steps the workflow performs (e.g., send email, create task, update field, send notification).
- **Conditions:** Logic gates that route the workflow based on data (e.g., "If client tier is Premium, assign to senior account manager").
Workflows run automatically once activated and process events in real-time or on schedule.
Build Your First Workflow
1. Open Workflow Studio from the sidebar.
2. Click "Create Workflow" and give it a name.
3. Select a trigger: choose "Event Trigger" and pick "Invoice Payment Received".
4. Add an action: "Send Email" with a thank-you template to the client.
5. Add another action: "Create Task" for your team to deliver the purchased service.
6. Click "Activate" to start the workflow.
Test the workflow by creating a test invoice and marking it as paid.
Advanced: Conditional Logic and Delays
1. Add a "Condition" node between your trigger and actions.
2. Set the condition: e.g., "If invoice amount > $5000".
3. Branch into different paths: high-value clients get a personal call task, others get an automated email.
4. Add "Delay" nodes to space out actions (e.g., send follow-up 3 days after initial email).
5. Use "Loop" actions for recurring checks (e.g., check overdue status every day).
The visual workflow builder shows your complete automation flow for easy review and modification.
Monitoring and Debugging
1. View active workflow runs in Workflow Studio > Runs.
2. Each run shows a step-by-step execution log with timestamps.
3. Failed actions appear in the Dead Letter queue for manual review.
4. Click on any failed action to see the error details and retry.
5. Use the diagnostics panel to test workflows with sample data before activating.