Through the Add to Workflow action, users can add a contact to another workflow from their current workflow. This action is useful for adding a contact to another workflow once they’ve reached a certain step in the current workflow, allowing for seamless movement.

Start by adding a suitable Trigger to the workflow, click the “+” icon to search, and add the “Add To Workflow” action.

Select a Workflow #

In the Add To Workflow action, simply select the appropriate workflow where you want to add the contact.

Note: This can be any workflow, and users can even duplicate this step to add the contact to multiple workflows.

Pass Input Trigger Parameters #

This option allows you to toggle the input trigger parameters based on your workflow requirements.

• When toggled on, the parameters from the initial trigger will be passed to the new workflow, ensuring continuity and allowing the next workflow to use the same input data.
• When toggled off, no parameters from the trigger will be transferred, creating a clean slate for the new workflow.

Select the appropriate setting based on whether you need to retain trigger data or start fresh.

Click the Save Action button to save and continue.

The Add to Workflow action ensures easy transitions between workflows, improving efficiency and maintaining continuity. Whether you’re passing trigger parameters or starting fresh, this feature offers the flexibility to meet your needs.

Frequently Asked Questions #

What does the Add to Workflow action do? #

It adds a contact from the current workflow into another workflow, enabling seamless movement between automations.

Can I add a contact to more than one workflow? #

Yes. You can duplicate the step to add the contact to multiple workflows, and the target can be any workflow.

What does the Pass Input Trigger Parameters option do? #

When toggled on, it carries the original trigger’s parameters into the new workflow; when off, the new workflow starts with a clean slate.

When should I pass trigger parameters? #

Pass them when the next workflow needs to use the same input data for continuity; turn them off when you want the new workflow to start fresh.

How do I add the action to my workflow? #

Add a trigger, click the “+” icon, search for “Add To Workflow,” and select the destination workflow.

Do I need to save the action? #

Yes. Click the Save Action button to save your configuration and continue.