Workflows overview
This guide will explain what workflows are and how they can help you.
Workflows in Synthflow AI
Workflows in Synthflow AI automate repetitive tasks, so your Assistant can handle calls, update records, and connect with other platforms.
With workflows, you can create custom automations that integrate with CRMs, scheduling tools, and other services, without requiring any coding.
Workflows can help you:
- Automate outbound and inbound calls, handling conversations with customers automatically.
- Sync with CRM systems like HubSpot and GoHighLevel to update and manage contacts.
- Trigger calls and actions based on specific events, like form submissions or status updates.
- Monitor performance, making it easy to adjust workflows as needed.
Synthflow’s drag-and-drop workflow builder works much like Zapier, letting you connect services and actions with rule-based automations.
Available workflow actions
Synthflow AI provides several predefined workflow actions to automate common tasks:
1. Batch - Catch Workflow (Outbound).
Schedule your Assistant to make outbound calls at regular intervals for ongoing outreach.
2. Form to Call (Outbound).
Trigger your Assistant to make outbound calls when a user submits a form.
3. Receive Calls (Inbound).
Have your Assistant handle inbound calls to collect information for better insights and responses.
4. Batch - Trigger Workflow (Outbound).
Trigger your Assistant to make outbound calls based on pre-set conditions.
Why use workflows
With Synthflow AI’s workflows, you can automate calls, connect with your existing tools, and take repetitive tasks off your plate. Whether it’s handling inbound calls, syncing CRM data, or triggering actions based on events, workflows give you more control over how your Assistant works.
Updated 1 day ago