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Creating a Workflow

Franmantra’s Workflow module lets you automate multi-step business processes. This guide shows how to create a workflow starting from the All Workflows page (we assume you’re already logged in).

1. Open the Create Workflow Dialog​

  1. Click Add in the top-left of the table.
  2. The Create Workflow dialog appears.
Open Pipeline SettingsOpen Pipeline Settings

2. Enter Workflow Details​

FieldDescription
Workflow NameA human-readable name (e.g., New Lead Welcome Series).
DescriptionOptional summary of what the workflow does.
Open Pipeline SettingsOpen Pipeline Settings

3. Save the Workflow​

Click Create. A confirmation toast appears and your workflow is listed in the table with status draft.

Open Pipeline SettingsOpen Pipeline Settings

Next Steps​

• Click the workflow name to define triggers, actions, and conditions.
• Use Workflow Settings tab for global options.

📘 Tip: You can export your workflows using the Export button for backup or sharing.