Automation Workflows
- To Create a Workflow rule, Go to Settings -> Automation -> Workflow Rules. Click Create Rule Button.
![Workflow Rule](https://files.readme.io/1eba7c3-workflow_setting.png)
Workflow Rule
![Create Rule](https://files.readme.io/cfb71e8-Create_rule.png)
Create Rule
- Follow Create New Rule Popup window will open. Now,
- Choose Module
- Input a Rule Name & Description
- Click Next
![Create New Rule](https://files.readme.io/d4dd4d1-Rule_name.png)
Create New Rule
![Set Event](https://files.readme.io/69d416d-Set_event_for_workflow.png)
Set Event
- Choose Date/Time or event to execute the rule
- Select condition.
![Select a Condition.](https://files.readme.io/181e9c3-Set_condtion.png)
Select a Condition.
- Select Custom Action As WhasappMessageByGupshup
![Select Custom Action](https://files.readme.io/a18094e-Select_extension_in_work.png)
Select Custom Action
- Select Channel
![Select Channel](https://files.readme.io/6da1f6a-Select_channel_in_work.png)
Select Channel
- Select Receivers Number
![Select Receivers Number](https://files.readme.io/0f16ee4-Select_device_in_work.png)
Select Receivers Number
- Select the category
![Select Category](https://files.readme.io/198b24f-choose_category_in_work.png)
Select Category
- 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](https://files.readme.io/43b2bbc-search_template_and_select_template_in_work.png)
Select Template
- Then select variable if any from drop down.
- Click on Save button to save workflow.
![Save workflow](https://files.readme.io/fd7fd5f-save_workflow.png)
Save workflow
- Enter Name and click on Save and Associate
![](https://files.readme.io/7ba308a-saveandassosiate.png)
- Click Save. New Rule will show in Workflow Rules. Make sure status is ON.
![](https://files.readme.io/edffee1-workflow_created.png)
Updated 2 months ago
What’s Next