Create a workflow (Edify Console)
This article explains how to create a workflow in Edify Console.
In this article
In Edify Console, you can create a workflow from the Workflow workspace. When you create a brand-new workflow, you’re prompted to:
Provide a name for the workflow
Specify the type of workflow you want to create
To create a workflow, navigate to the Workflow workspace and click the New Workflow button.
The Create Workflow modal prompts you to name your workflow and give it a type.
There are two overarching types of workflows:
An event workflow is a workflow that runs once a specific event has occurred. For example, you can configure an event workflow to run whenever a certain phone number is called.
A scheduled workflow is a workflow that runs on a time interval. For example, you can configure a scheduled workflow to run every Monday morning at 9:00 AM ET.
Follow the steps below to learn how to create a workflow.
2. Navigate to the Workflows workspace.
3. Click the Create Workflow button.
4. Enter a name for the workflow.
5. Select a type for the workflow (either Event or Scheduled).
6. Click the Save button.