SkedX Flow's visual workflow builder lets you automate repetitive messaging tasks without writing code. Create flows that respond to triggers, evaluate conditions, and execute actions across all connected channels and CRM modules.
The workflow builder
Open Flow > Automation and click + New Workflow. The visual builder uses a drag-and-drop canvas with three types of nodes: triggers (green), conditions (yellow), and actions (blue). Connect nodes by drawing lines between them. Each workflow starts with exactly one trigger node.
Triggers
Triggers define when a workflow runs:
- Message received — Activates when a customer sends a message on any channel
- Keyword match — Activates when a message contains specific words or phrases
- Contact created — Activates when a new contact is added to the CRM
- Tag applied — Activates when a specific tag is added to a conversation or contact
- Time-based — Activates on a schedule (daily, weekly) or after a delay
- Webhook — Activates when an external system sends a POST request to a unique URL
Conditions
Conditions create branching logic in your workflow. Check contact properties (country, language, lead score), conversation attributes (channel, tag, assignment), or custom fields. Use AND/OR operators to combine multiple conditions. For example: "If channel is WhatsApp AND lead score is above 80, route to Sales; otherwise, route to Support."
Actions
Actions are the tasks your workflow executes:
- Send a message (text, image, document, template)
- Assign conversation to an agent or team
- Add or remove tags
- Create or update a CRM lead, deal, or task
- Send an HTTP request to an external API
- Wait for a specified duration before continuing
Testing & debugging
Use the "Test" button to simulate a workflow with sample data. The debugger shows each node execution step-by-step with input/output data, making it easy to identify logic errors. Enable logging for production workflows to audit every execution in the workflow history.
