⚙️ Automations - Automations - OV (Contact as a Trigger)

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  3. ⚙️ Automations - Automations - OV (Contact as a Trigger)

Steps to create a contact flow

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open, you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.

The system will pop up a message box, and you will have to select the first option, 'Contacts'. Now, click on the ‘Select’ button.

Drag and drop to build flow

Drag and drop elements on the flow builder to add steps

Save the flow

After completing the design works, please click on the ‘Save’ button

Publish the flow

The system will allow you to set a name for the flow and publish the flow.


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