The Add to Workflow action lets you add a contact to another workflow from within your current one. It's useful when you want to move a contact on once they've reached a certain step, keeping things flowing without any manual handoff.
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 workflow you want to add the contact to.
📌NOTE: This can be any workflow, and you can even duplicate this step to add the contact to multiple workflows.
Pass Input Trigger Parameters
This option lets you toggle whether the input trigger parameters are passed on, based on what your workflow needs.
- 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 makes it straightforward to move contacts between workflows while keeping things consistent. Whether you're passing trigger parameters or starting fresh, you've got the flexibility to set it up however suits your needs.