What you’ll do
What you’ll do
In this guide, you’ll walk through how to build your very first Workflow in Flowla.
No coding, no guesswork.
You’ll define:
A trigger: when something happens (like a form is submitted or a Room is viewed)
One or more actions: what Flowla should do next (like send an email, notify your team, or create a Room)
This is the foundation of automation in Flowla, and it only takes a few minutes.
Step 1: Add a Trigger
Step 1: Add a Trigger
In the Workflow Builder, click “Select a trigger.”
Pick the signal that should start this Workflow. That could be:
A Room being viewed
A form being submitted
A CRM stage changing
A webhook firing from another tool
You can narrow it down using scopes, so the Workflow only runs under specific conditions (like for a certain template or Room
Step 2: Add an Action
Step 2: Add an Action
Once the trigger is set, click the plus icon to add an action.
Flowla can:
Send an email
Create a new Room from a template
Summarize text with AI
Push or pull data from your CRM
And more
Actions can include conditions (when to run) if you want to limit the workflow.
Bonus: Add AI Agent
Bonus: Add AI Agent
Use Flowla’s AI Agents to personalize follow-ups, summarize form responses, or write content based on Room activity.
Just select an AI-powered action, like Email Composer or Summarizer, and add your instructions.
Step 3: Save, Test, and Activate
Step 3: Save, Test, and Activate
Give your Workflow a name, save it, and test it in one of your Rooms.
You’ll see the automation kick in the moment the trigger condition is met.
💡 Important: Integrate First
💡 Important: Integrate First
If your Workflow uses:
CRM-based triggers or actions (HubSpot or Salesforce)
Email-based actions (like sending a Room via Gmail or Outlook)
Make sure those integrations are connected first.
Go to Settings → Integrations to set them up.