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Overview

Reevo’s workflow builder lets you automate repetitive tasks and create sophisticated business processes without writing code. You can set up workflows that trigger automatically when specific events occur (like form submissions) and then execute a series of actions (like creating records, enriching contacts, or sending notifications). Workflows consist of two main parts: a trigger that starts the workflow automatically, and nodes that execute in sequence to complete your business process.

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Step-by-Step Instructions

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Creating a New Workflow

  1. Navigate to the Workflows section in Settings in your platform
  2. Choose which template you want to use - and give it a descriptive name
  3. You’ll enter the Builder view where you can construct your workflow

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Fill out your Template

  1. Fill out the relevant fields in the template - the Deploy Checklist will guide you.
  2. For Update Record triggers, you have to specify at least one condition (or filter) for which types of record updates you want to trigger the workflow.
  3. Fill out the optional Compute node, if relevant. Compute nodes help build calculations to use elsewhere, like stamping TODAY() in a field
  4. Fill out the final nodes to specify what you want the workflow to do.

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Publishing and Activating Your Workflow

  1. After building your workflow, click Deploy to make your changes live
    • Note: All nodes must be properly configured, with all template pieces completed before you can publish
  2. Use the Active/Inactive toggle to turn the workflow on or off
    • When Active: The workflow will run automatically when triggered
    • When Inactive: The workflow will not execute, even if the trigger event occurs

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Monitoring Workflow Performance

Switch to the Runs tab to see a history of workflow executions, including:
  • When each workflow ran
  • Whether it completed successfully
  • Any errors that occurred

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Troubleshooting/FAQs

The system requires all nodes in your workflow to be connected. Check that every action has an incoming connection from either the trigger or a previous action. The error message will indicate: “Please make sure all nodes are connected.”
Static values are fixed data you type in directly (like a specific email address). Variables pull data from previous steps in the workflow (like using the email address from a form submission). This makes workflows dynamic and responsive to the actual data being processed.
Yes, you can validate your workflow configuration before publishing. This checks that all connections are properly set up.
Changes are saved as a draft. You must click Publish again to make your changes take effect. The currently published version continues to run until you publish your updates.
Draft workflows won’t run automatically. You must toggle to Active (Live) status for the workflow to execute when triggered. The status switch shows “Active” when on and “Inactive” when off.
Yes, you can modify active workflows. Your changes are saved as a draft. When ready, publish the updates and they’ll take effect for future workflow runs.
When configuring actions, you can switch to variable mode to see and select data that was captured or created in earlier steps of your workflow.