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Rules and Triggers

Jul 26, 2022

Are you ready to automate actions and critical tasks? We got you covered! Improve your process with Smart Rules!

Here are some actions you can automate by setting up rules:

  • Asks:
    • Cancel an Ask
    • Complete an Ask
    • Add Ask to a bundle
  • Steps:
    • Complete a step
    • Skip a step
    • Add a step
  • Create an Ask on another flow
  • Update field in a step form
  • Awesome! Use Content Variables with Rules (scroll to bottom)

 

Looking to manage rules for your Flow? Just go to the Rules & Triggers tab, next to Steps.

 

Next Steps

View How-To »

Learn how to add and customize forms in your flows.