Workflow Builder

Onboarding & overview

  • Introduction to Workflows and Automations in Fortunyx

  • Getting Started with Workflows in Fortunyx

  • Automations-Overview

  • Workflows vs Campaigns/Triggers (Deprecated Features)

  • Campaigns are no longer maintained

  • Workflows Landing Page: New Onboarding Experience

  • Workflow Builder Walkthrough

Builder UI & editing

  • Advanced Builder for Workflows in Fortunyx

  • Workflow AI Builder: Generate and Edit Workflows with AI

  • Set Default Workflow Builder & Permissions (Standard vs Advanced)

  • Workflow Switcher in Fortunyx (Complete Guide)

  • Workflow Notes, Action Notes & Sticky Notes

  • Keyboard Shortcuts in Workflow Builder

  • Undo, Redo & Recent Changes in Fortunyx's Workflow Builder

  • Overview of Auto Save Feature for Workflows in Fortunyx

  • Workflows: Version History & Restore

  • Workflows Nested Folders

  • Delinked Nodes (Independent Branches): Advanced Builder Workflow

  • Workflow Folder Permission

  • Pause Workflow Actions: Enable/Disable Nodes

  • Pause Workflows on Certain Dates

  • Workflow Switcher in Fortunyx (Complete Guide)

Core triggers & actions (platform)

  • A List of Workflow Actions

  • A List of Workflow Triggers

  • Standard Triggers - Order Submitted

  • Contact Tag Workflow Trigger in Fortunyx

  • Workflow Trigger - Payment received

  • Issue Certificates: Triggers and Actions

  • Workflow Action – Update Contact Field

  • Workflow Action - Update Contact Field - Date type field

  • Workflow Action - Edit Conversation

  • Workflow Action - Math Operation

  • Workflow Action - End IVR call

  • Workflow Action - Custom Code

  • Workflow Action - Custom Code AI

  • Workflow Trigger and Action: Google Contact

  • Multi Select for Forms, Surveys, Contains Phrase and Exact Match

  • Appointment scenarios in Workflow

  • Workflow Action - Add Manual Sales For An Affiliate

  • Workflow Action - Add Leads under an Affiliate

  • How to Set Up a Task Event & Task Reminder

  • How-to attach Custom Values (MMS) to SMS messages in workflows

  • How to fetch product details purchased by customers in workflows

  • How to use Email Template Builder in the Workflow Send Email Action

  • in app ivr call goFortunyx

Recipes & use cases

  • Workflow Recipes - Facebook Comment Automation

  • Workflow Recipes - Facebook comments + Workflow AI

  • Workflow Recipes - Instagram Comment Automation

  • Automate Facebook & Instagram Comments within Fortunyx

  • Appointment scenarios in Workflow (also referenced above)

GPT & AI features

  • GPT-5 in Fortunyx Workflows

  • GPT-4 in Fortunyx

  • History for GPT actions (AI Memory Key)

  • AI-Powered Field Tooltips in Fortunyx Workflows

  • Workflow Action - Custom Code AI

  • Workflow AI Builder: Generate and Edit Workflows with AI

  • Use Learn More Using AI in Fortunyx Workflow Builder

Workflow app integrations (actions & triggers)

  • Todoist: Workflow actions & triggers

  • Calendly - Workflow Actions & Triggers

  • Housecall Pro - Workflow action and triggers

  • Browse AI - Workflow Actions and Trigger

  • Klaviyo: Workflow Actions & Triggers

  • HubSpot Workflow Actions and Triggers in Fortunyx

  • Cal.com Workflow Actions and Triggers in Fortunyx

  • Apify Actions & Triggers in Fortunyx Workflows

  • Fathom Actions and Triggers in Fortunyx Workflows

  • Manus Actions & Triggers in Fortunyx Workflows

  • Vapi - Actions and Triggers in Workflows

  • Google Forms Actions and Triggers in Workflows

  • Fortunyx + Monday.com: Actions & Triggers

  • Typeform Actions & Triggers in Fortunyx Workflows

  • Typeform – Actions & Triggers in Workflows (duplicate naming; keep one canonical)

  • Asana Actions and Triggers in Workflows

  • Basecamp Actions & Triggers in Fortunyx Workflows

  • Airtable Actions & Triggers in Fortunyx Workflows

  • ClickUp Actions & Triggers in Fortunyx Workflows

  • Notion Integration with Fortunyx

  • Create & Update Multiple Rows in Google Sheets in Fortunyx

  • How to use the Google Sheets Premium Workflow Action?

Marketplace & install

  • Installing Marketplace Apps Directly from the Workflow Builder

  • Test Action for Integrations

  • Experiment: Waiving Premium Action/Trigger Charges for Selected Marketplace Apps

Premium workflow actions

  • How to use the Date/Time Formatter Premium Workflow Action?

  • Text Formatter - How to format text the way you want

  • How to use the Workflow Slack Premium Action?

  • How to use the Custom Webhook LC Premium Workflow Action?

  • How to use the Inbound Webhook Workflow Premium Action?

  • Custom Webhook Action – Secure Credential Management

  • Workflow - Oauth2 in Custom Webhook

Plans, tiers & rebilling

  • How to enable and rebill Premium Features for Workflows

  • New Volume Based Workflows Pro Plan Tiers in Fortunyx

  • Workflows pro plan - Black friday & Cyber monday promotion

Workflow organisation & sharing

  • Workflows Nested Folders

  • Workflow Folder Permission

  • How to Copy Workflow to another Sub-Account?

  • How to copy contacts from one sub-account to another sub-account?

  • How to Restore Deleted Workflow

  • Workflow Notes, Action Notes & Sticky Notes

  • Workflows Landing Page: New Onboarding Experience

  • Workflows - Advanced Filters & Smart List

  • Workflow Switcher in Fortunyx (Complete Guide)

  • Workflows pro plan - Black friday & Cyber monday promotion (also under Premium)

Execution logs & stats

  • Comprehensive workflow stats

  • Improved Workflow Execution Logs & Enrollment History

  • Workflows - Advanced Filters & Smart List

  • Workflow Setting Stop On Response & Call Action Disable Voicemail Detect

  • Understanding Workflow Behaviour with SMS and Customer Replies

  • Workflow Settings- Overview

Errors & notifications

  • Highlighting & Resolving Errors in a Workflow

  • Error Notifications in workflows

  • Facebook Conversion API Workflow Trigger Not Working

  • Troubleshooting Workflow Executions - Race Conditions