Workflow Node Reference
Last updated 8 days ago
This page describes every workflow node type, what it does, and what you can configure when it is selected in the Workflow Builder. Use it as a lookup reference when reading, editing, or building a workflow.
Flow control nodes
Flow control nodes manage the timing and direction of a workflow run. They determine when the workflow pauses, which path it follows, and when it ends.
The flow control node types are:
Trigger
The Trigger node is the first node in every workflow. It defines the event that starts the workflow run for a specific contact. Every workflow has exactly one Trigger node and it cannot be removed.
Trigger Event dropdown options:
Additional trigger event types may be available in your account. Use the "Search events..." bar in the dropdown to find a specific event by name.
Wait Until
The Wait Until node pauses the workflow run for a set amount of time before continuing to the next node. Use it when you want the workflow to wait a fixed period, such as sending a follow-up message 24 hours after the first.
The Type setting controls how the delay is defined. It defaults to Duration but can be changed to Day & Time.
When Type is set to Duration:
When Type is set to Day & Time:
At all times, use your organization's configured timezone.
After configuring the node, click Apply Changes to save the settings.
Wait For Event
The Wait For Event node pauses the workflow run and waits for a specific event to occur. It has two outputs:
On Event: the workflow takes this path when the event fires within the configured time window.
On Timeout: the workflow takes this path when the time window expires before the event occurs.
Both the On Event path and the On Timeout path must continue to at least one more node or an Exit Workflow node.
Configuration options:
After configuring the node, click Apply Changes to save the settings.
Paths
The Paths node splits the workflow into two or more branches based on conditions you define. Each branch leads to a different set of subsequent nodes, so the workflow can take different actions for different contacts.
Every Paths node has a Fallback path by default. The Fallback path runs for any contact that does not match any defined condition. Every branch, including the Fallback, must connect to at least one more node or an Exit Workflow node.
Each condition path has the following configuration:
To add more AND conditions within a path, click + And. To add an OR group (a separate set of conditions evaluated independently), click + Add "Or" rule group. To add more condition paths to the node, click Add Condition at the top of the panel.
After configuring the node, click Apply Changes to save the settings.
Exit Workflow
The Exit Workflow node ends the current workflow run for the contact. No configuration is required. Every path in a workflow should end with an Exit Workflow node so that it runs cleanly.
The node can also be configured to trigger another workflow for the same contact immediately after the current run ends. To do this, select the next workflow in the configuration panel before clicking Apply Changes. If no next workflow is selected, the run simply exits.
Action nodes
Action nodes perform the work of the workflow: sending messages, assigning tasks, updating contact records, and more. A workflow can contain any number of action nodes in any order.
The action node types covered in this section are:
Send Message
The Send Message node sends an SMS message to the contact in the workflow.
Configuration options:
After configuring the node, click Apply Changes in the configuration panel to save the settings before saving the canvas.
Send Email
The Send Email node sends an email to the contact in the workflow using a saved email template.
Configuration options:
After configuring the node, click Apply Changes to save the settings.
Assign Task
The Assign Task node creates a new task and assigns it to a staff member. Use this node when a step in the workflow requires a human response, such as reviewing a form answer or following up with a patient by phone.
Configuration options:
Fields marked with an asterisk (*) are required. After configuring the node, click Apply Changes to save the settings.
Add Resource to Task
The Add Resource to Task node attaches a resource to a task that was created earlier in the same workflow run. The assigned staff member can then open the task and access the attached resource before taking action.
Configuration options:
After configuring the node, click Apply Changes to save the settings.
Add Tag
The Add Tag node adds one or more tags to the contact's record. Adding a tag can automatically move the contact into any segment that uses that tag as a condition, which may in turn trigger other workflows.
In the Add Tags field, select the tags to add from the list. You can select multiple tags in a single node. After configuring the node, click Apply Changes to save the settings.
Remove Tag
The Remove Tag node removes one or more tags from the contact's record. Removing a tag can automatically remove the contact from any segment that uses that tag as a condition.
In the Remove Tags field, select the tags to remove from the list. You can remove multiple tags in a single node. After configuring the node, click Apply Changes to save the settings.
Create Form Request
The Create Form Request node creates a form request for the contact to complete. The contact typically receives the form link via SMS.
In the Form field, select the form to send to the contact. Use the search bar to find a form by name. After configuring the node, click Apply Changes to save the settings.
Additional nodes
The following nodes are available in the action picker for more specialized use cases.
Related articles
Now that you have the full node reference, check these related articles to put it into practice.
Create a Workflow: Step-by-step instructions for building a new workflow from scratch, from selecting a trigger event to activating the workflow.
Workflows in Subflow: Concept overview explaining what workflows are, how they are triggered, and how they relate to care plans.
Manage Workflows: How to view, edit, enable, disable, and archive workflows from the Active Workflows list.