Create a workflow (Edify Console)

Edify Console > Workflows > Create a workflow (Edify Console)

This article explains how to create a workflow in Edify Console.

Steps

1. Log into Edify Console at console.edify.cx.

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).

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.

6. Click the Save button.

Check out our library of documentation on workflow modules to learn more about what kind of workflows you can build.