Workflow Builder

54 guides covering workflow builder on the Sparkforge platform.

• A List of Workflow Actions Sparkforge workflow actions cover contact management, communication across every channel, data sync, branching and timing, AI, appointments, opportunities, paym
• A List of Workflow Triggers Sparkforge workflow triggers are organized into categories: Contact, Events, Appointments, Opportunities, Affiliate, Courses, Payments, Ecommerce, IVR, Social,
• Action - Math Operation The Math Operation action runs add, subtract, multiply, or divide on numeric and monetary fields, and adds or subtracts days, months, or years on date fields —
• Advanced Builder for Workflows in Sparkforge | Visual Canvas The Advanced Builder is Sparkforge's freeform workflow canvas. Drag-and-drop nodes, run parallel branches, jump triggers with Go-To connections, and document lo
• Appointment scenarios in Workflow Sparkforge workflows treat appointment booking, cancellation, and rescheduling as distinct events. Cancellations pull contacts out of the workflow; reschedules
• Automate Facebook & Instagram Comments within Sparkforge Connect Facebook and Instagram in Subaccount > Settings > Integrations, then build a workflow with a comment trigger plus actions like Reply In Comments, Intera
• Campaigns are no longer maintained Sparkforge no longer maintains the old Campaigns feature. New Campaigns and Triggers can't be created, support is gone, and the Campaigns/Triggers tabs are remo
• Contact Tag Workflow Trigger in Sparkforge The Contact Tag trigger starts a workflow when any tag is added or removed from a contact. Filter by Tag Added or Tag Removed to target the change you want.
• Create & Update Multiple Rows in Google Sheets in Sparkforge The Create & Update Multiple Rows action lets one Sparkforge workflow write or modify several Google Sheets rows at once. It's a premium action billed per execu
• Error Notifications in workflows Sparkforge alerts sub-account admins by email when a workflow throws an error and lists every broken workflow in a dedicated Needs Review tab. You configure rec
• Facebook comments + Workflow AI Pair the Sparkforge GPT action with the Respond on Comment action to generate context-aware replies to Facebook and Instagram comments instead of cycling throug
• GPT-4 in Sparkforge Sparkforge workflows include a GPT action that runs GPT-3.5, GPT-4, GPT-4o, or GPT-4o Mini against your prompt. Pricing is pass-through token-based at OpenAI's
• GPT-5 in Sparkforge Workflows Add an OpenAI GPT action to any Sparkforge workflow and pick a GPT-5 variant. Pricing matches OpenAI's published per-token rates and bills through your Sparkfor
• Getting Started with Workflows A Sparkforge workflow is a trigger plus a sequence of actions that runs without you. Pick a trigger that adds the contact, optionally filter it, then add the ac
• History for GPT actions (AI Memory Key) GPT actions in Sparkforge workflows can now retain history across five scopes — sub-account, workflow, execution, step, or custom — for more relevant, context-a
• How to Automatically Assign Users to Leads In Workflows Use the Assign to User action in a workflow triggered by Contact Created to round-robin new leads. Add an Internal Notification action after it so the assigned
• How to Copy Workflow to another Sub-Account? Agency Admins can copy a workflow directly from one sub-account to another without packaging a snapshot. The copy lands in the destination as a draft, with most
• How to Restore Deleted Workflow Open <strong>Workflows → Deleted</strong> and click Restore on the workflow you want back. Available within 30 days of deletion to Location and Agency Admins. T
• How to Switch Between Multiple Workflows in Sparkforge Workflow Switcher in Sparkforge's Advanced Builder opens a sidebar panel for quick search and recent workflows, then launches the chosen workflow in a new brows
• How to copy contacts from one sub-account to another sub-account? The Copy Contact workflow action duplicates a contact (with optional tags and custom fields) from one Sparkforge sub-account to another. Conversations, notes, f
• How to fetch product details purchased by customers in workflows Pluck and join are workflow helpers in Sparkforge. Pluck extracts a field from an array of line items, and join concatenates the values—useful for logging produ
• How to use Email Template Builder in the Workflow Send Email Action The email template builder is now embedded inside the workflow <strong>Send Email</strong> action, so you can view and edit a template without bouncing out to t
• How to use the Custom Webhook LC Premium Workflow Action? The Custom Webhook action sends real-time data from Sparkforge workflows to any URL. Configure the HTTP method, authorization, headers, query parameters, and re
• How to use the Date/Time Formatter Premium Workflow Action? The Date/Time Formatter workflow action reformats dates, reformats date-times, or returns the difference in days between two dates. Outputs are stored as workfl
• How to use the Google Sheets Premium Workflow Action? The Google Sheets premium workflow action reads and writes rows in a connected Google Sheet directly from Sparkforge — no Zapier or Make in the middle. It suppo
• How to use the Inbound Webhook Workflow Premium Action? The Inbound Webhook trigger gives every workflow a unique URL that external systems can POST, GET, or PUT data to. Sparkforge maps the incoming payload to field
• How to use the Workflow Slack Premium Action? The Slack workflow action sends automated messages from Sparkforge into your Slack workspace. You can DM a specific user, post to a private channel, or post to
• How-to attach Custom Values (MMS) to SMS messages in workflows Store an MMS image URL as a custom value, then attach that custom value to the SMS action in a workflow. Stay inside the carrier MMS size limits (0.6-1.5 MB dep
• Installing Marketplace Apps Directly from the Workflow Builder Sparkforge's Workflow Builder includes a Discover panel that lets you browse, search, and install Marketplace apps without leaving the workflow you're building.
• Issue Certificates: Triggers and Actions Sparkforge workflows include a Certificate Issued trigger and an Issue Certificate action. Build them under Automations > Workflows to send certificates or reac
• Keyboard Shortcuts in Workflow Builder Sparkforge's Advanced Workflow Builder ships with keyboard shortcuts for cut, copy, paste, zoom, navigation, and save. Press K to open the overlay; macOS uses ⌘
• Multi Select for Forms, Surveys, Contains Phrase and Exact Match Sparkforge workflow triggers now accept multiple values in Forms, Surveys, Contains Phrase, and Exact Match filters, treated as an OR match so one trigger cover
• Overview of Auto Save Feature for Workflows in Sparkforge Auto Save continuously writes your workflow edits to draft so you don't lose progress. Live workflows only change when you click Publish.
• Pause Workflow Actions: Enable/Disable Nodes Pause Workflow Actions toggles individual workflow nodes on or off in both Advanced and Standard Builder. Disabled nodes are skipped at runtime so you can test
• Pause Workflows on Certain Dates The Pause Workflow option in Global Workflow Settings stops selected workflows during dates you choose without losing contact progress. Supports up to 15 ranges
• Standard Triggers - Order Submitted The Order Submitted trigger fires once per order form submission and again on each upsell purchase. It supports filters by product, price, funnel, and submissio
• Troubleshooting Workflow Executions - Race Conditions A race condition happens when two workflow actions fire in the same second and execute out of order or appear to run but don't apply. Inspect execution timestam
• Understanding Workflow Behaviour with SMS and Customer Replies If a user sends a manual SMS while a contact sits in a Wait for Customer Reply step, Sparkforge cannot attribute the reply to the right message and the contact
• Undo, Redo & Recent Changes in Sparkforge's Workflow Builder Undo, Redo, and Recent Changes give you in-session control over canvas edits in the Sparkforge Workflow Builder. Reverse mistakes with shortcuts or jump back to
• Workflow Action - Add Leads under an Affiliate The Add Leads Under an Affiliate action assigns a contact to an affiliate and campaign so commissions are credited correctly. Choose Manual, Auto (URL attributi
• Workflow Action - Add Manual Sales For An Affiliate The Add Manual Sales for an Affiliate action records a sale against an affiliate inside a chosen campaign. Commissions are calculated using that campaign's defa
• Workflow Action - Custom Code Custom Code is a premium workflow action that runs JavaScript with access to inputData from prior steps. It supports HTTP requests, console logging, AI-assisted
• Workflow Action - Custom Code AI Custom Code AI (Beta) writes JavaScript for Sparkforge workflow Custom Code actions from a plain-English prompt. Describe what you want, click Generate, and ins
• Workflow Action - Edit Conversation The Edit Conversation action lets a workflow mark a conversation read/unread or archive/unarchive it automatically. Use it to keep the inbox tidy without manual
• Workflow Action - End IVR call Add the End IVR Call action after your IVR steps in a workflow to hang up the caller cleanly. Choose to end abruptly, play a text-to-speech message, or play upl
• Workflow Action - If Else New Features Sparkforge If/Else actions branch a workflow based on conditions. You can duplicate branches, drag to reorder them, and rename the default None branch for clean
• Workflow Action – Update Contact Field | Use Dynamic Values The Update Contact Field action writes to standard or custom fields, or clears custom fields, at runtime. Dynamic Values pull live data from earlier steps so yo
• Workflow Builder Walkthrough The Sparkforge Workflow Builder uses an infinite canvas with triggers, actions, drip and conditional logic, stats view, and version history. Save and Publish ar
• Workflow Folder Permission Hover over a workflow folder, open Actions > Manage Permissions, and pick the user role allowed to see and edit workflows in that folder. Available on the Pro p
• Workflow Setting Stop On Response & Call Action Disable Voicemail Detect Stop on Response (workflow-level) removes contacts who reply by SMS, email, or call. Disable Voicemail Detect (Call action) skips the audio analysis that distin
• Workflow Settings- Overview Workflow Settings are master controls applied to an entire workflow: who can enter, when messages can send, the default sender, and what happens when a contact
• Workflow Trigger - Payment received The Payment Received workflow trigger fires whenever a payment hits the CRM. Filter by source, product, status, or transaction type to automate confirmations, i
• Workflows: Version History & Restore Version History stores up to 10 versions or 30 days of workflow saves. Restore any version as a new draft, with the live workflow untouched until you publish.
• in app ivr call sparkforge Sparkforge IVR calls used to require a phone number. Now each staff member can pick a default channel — web app, mobile app, phone number, or desk phone — for i