Three ways to get started with Workflow Builder

Create a workflow from a template

There are several ways to create a workflow. The first and most common is by installing a pre-made workflow using a workflow template. You can find and discover these pre-made solutions by clicking the "New workflow" button found on the listing screen for your workflows, or by clicking the "Templates" tab from the Workflow Builder home screen.

The "Templates" tab lists all available templates in Workflow Builder, and is a great way to get started

Workflow Builder provides two other ways to create a workflow, which is accessed by clicking the "New workflow" button from the home screen.

Create a custom workflow or import a workflow

Import a workflow or recipe

Discover a variety of popular workflows in our catalog of workflow recipes. Some recipes provide a complete solution to common use case, like our missed call auto-reply. Other recipes are helpful learning tools that can help you jump start the workflow creation process, like our recipe on how trigger workflows from IVR menus.

Create a custom workflow

The next way to create a workflow is via Workflow Builder's workflow designer, a visual drag-and-drop tool that allows users to define custom workflows using their own logical rules and actions for responding to certain events that can trigger a workflow to be executed.