Product Guide

Automation Workflows

  1. To Create a Workflow rule, Go to Settings -> Automation -> Workflow Rules. Click Create Rule Button.
Workflow Rule

Workflow Rule

Create Rule

Create Rule

  1. Follow Create New Rule Popup window will open. Now,
  • Choose Module
  • Input a Rule Name & Description
  • Click Next
Create New Rule

Create New Rule

Set Event

Set Event

  1. Choose Date/Time or event to execute the rule
  2. Select condition.
Select a Condition.

Select a Condition.

  1. Select Custom Action As WhasappMessageByGupshup
Select Custom Action

Select Custom Action

  1. Select Channel
Select Channel

Select Channel

  1. Select Receivers Number
Select Receivers Number

Select Receivers Number

  1. Select the category
Select Category

Select Category

  1. Users can search for a template using the search bar or opt to filter templates by category, displaying only the selected templates in the list and Choose the desired Template from the List.
Select Template

Select Template

  1. Then select variable if any from drop down.
  2. Click on Save button to save workflow.
Save workflow

Save workflow

  1. Enter Name and click on Save and Associate
  1. Click Save. New Rule will show in Workflow Rules. Make sure status is ON.

Updated 6 months ago

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