Advanced Workflows

here are examples of advanced workflows combining multiple triggers, actions, and conditions for intricate customer interaction flows and task automations 1\ advanced customer support workflow use case manage complex customer support requests, including escalation, automated follow ups, and satisfaction surveys trigger conversation opened (via whatsapp or another channel) workflow send message greet the customer and ask how you can assist them question ask for a summary of their issue (open text input) branch if the keyword "urgent" is detected, escalate the ticket assign to route to a senior support agent send notification notify the assigned agent of the priority case add comment append details for internal tracking if non urgent, route to a general support queue wait pause for 1 hour branch if the ticket remains unresolved, escalate to a supervisor using assign to if resolved, proceed to close conversation send template ask for customer feedback via a satisfaction survey branch if feedback is negative, create enquiry to investigate the complaint if positive, run flow to request a public review or testimonial 2\ multi step lead nurturing workflow use case engage with a new lead over several touchpoints and guide them toward conversion trigger contact created in the crm workflow send template "welcome! we’d love to understand your needs better let us know how we can assist " wait pause for 2 days send message follow up with a personalized recommendation based on the lead’s preferences question ask the lead if they’d like to schedule a demo (yes/no) branch if "yes," run flow for demo scheduling if "no," send template with educational content wait pause for 7 days branch if there’s no response, send notification to the sales team for manual follow up if the lead engages, update contact field to mark them as "engaged " add task assign a task to the sales team for final follow up 3\ automated follow up with api integration use case fetch and send personalized data from external systems to clients trigger question response workflow send message confirm receipt of the client’s inquiry api action fetch the client’s current subscription status or order details from an external system send message "your current subscription level is \[subscription level] would you like to upgrade?" branch if "yes," redirect to run flow for upgrade instructions if "no," send template thanking them for their response 4\ event rsvp and attendance confirmation use case automate rsvps, send reminders, and track attendance trigger contact rsvps to an event workflow send message "thank you for rsvping! we’re excited to see you at \[event name] " update contact field save rsvp status as "confirmed " wait pause until 2 days before the event send template "the event is just around the corner! here are the details again " wait pause until 1 hour before the event send notification alert the event team of confirmed attendees branch if the client replies "i can’t make it," update contact field to "cancelled " if they attend, add comment to mark their participation 5\ customer retention workflow use case detect potential churn and re engage customers trigger customer inactive for 30 days (detected via api or crm) workflow send template "we’ve missed you! here’s a special discount to welcome you back " wait pause for 7 days branch if the customer responds, update contact field to "re engaged " if no response, send notification to the retention team for follow up 6\ complex support escalation with office hours check use case handle after hours support requests with escalation logic trigger message received workflow office hours check if inside office hours , route to assign to for a live agent if outside office hours send message "our support team will get back to you during business hours " create enquiry log the request in the system for follow up wait pause until the next business day assign to route the ticket to the support team 7\ cross selling workflow for existing clients use case recommend additional services based on client purchases trigger purchase completed (via api or crm integration) workflow send template "thank you for your purchase! you might also like \[related product] " question ask if they’re interested (yes/no) branch if "yes," run flow for product details and payment link if "no," add comment to note the client’s preference wait pause for 7 days, then send a follow up with a discount 8\ invoice reminder workflow use case automate invoice reminders and payment collection trigger invoice generated in an external system workflow send payment link share the invoice details and payment options wait pause for 3 days branch if the invoice is paid, run flow for payment confirmation if unpaid, send template as a reminder add task assign to the billing team for manual follow up 9\ vip client onboarding workflow use case provide a personalized onboarding experience for high value clients trigger client labeled as vip in crm workflow send template personalized welcome message with a dedicated account manager’s contact info add task assign the account manager to schedule a 1 1 onboarding call wait pause for 2 days send notification remind the account manager if the call hasn’t been scheduled create enquiry track onboarding progress in the crm 10\ employee task management workflow use case assign, monitor, and follow up on employee tasks trigger task created in an internal system workflow assign to route the task to the appropriate employee or team send notification notify the assignee of the task details wait pause until the task’s due date branch if the task is incomplete, send notification to the manager for escalation if completed, add comment to mark the task as done