Creating Your First Workflow
This guide walks you through building a simple workflow: when a new booking is created, send a confirmation email to the customer.
Step 1: Create a New Canvas
From the Dashboard, click New Canvas. Give it a name like "Booking Confirmation" and click Create. You will be taken to the canvas editor.
Step 2: Add a Trigger Step
Open the left panel and browse the Logic category. Drag a Trigger step onto the canvas. In the right panel, configure it to fire on "Booking Created." This is the starting point of your workflow.
Step 3: Add an Email Step
From the Templates category, drag an Email step onto the canvas. Click the output handle on your Trigger step and drag a connection to the input handle on the Email step. This tells the workflow: "After the trigger fires, send this email."
Step 4: Configure the Email
Select the Email step. In the right panel, fill in:
- To — Use the variable chip to insert the customer's email from the trigger data.
- Subject — Type your subject line, such as "Your booking is confirmed."
- Body — Write your message. You can insert variable chips for the customer name, service date, and booking details.
Step 5: Run Your Workflow
Click the Play button in the bottom toolbar to run the workflow. Canvas will process each step in order. You can see the status of each step — green for success, red for errors — directly on the canvas.
What to Try Next
- Add a Delay step between the trigger and email to wait 10 minutes before sending.
- Add a Condition step to only send the email if the booking total is above a certain amount.
- Add an SMS step in parallel to send a text message at the same time as the email.
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