Workflows

Getting Started & Overview

  • Introduction to Workflows and Automations in Fortunyx

  • Getting Started with Workflows in Fortunyx

  • Automations-Overview

  • Workflow Settings- Overview

  • Workflow Builder Walkthrough

  • Workflows Landing Page: New Onboarding Experience

  • A List of Workflow Triggers

  • A List of Workflow Actions

Workflow Builder Interface & Navigation

  • 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

  • How to Switch Between Multiple Workflows in Fortunyx

  • Workflow Switcher in Fortunyx (Complete Guide)

  • New Discover button - Workflows

  • Workflow Notes, Action Notes & Sticky Notes

  • AI-Powered Field Tooltips in Fortunyx Workflows

  • Use Learn More Using AI in Fortunyx Workflow Builder

Organizing & Managing Workflows

  1. Workflows Nested Folders

  2. Workflow Folder Permission

  3. Set Default Workflow Builder & Permissions

  4. How to Copy Workflow to another Sub-Account?

  5. How to copy contacts from one sub-account to another sub-account?

  6. How to Restore Deleted Workflow

  7. How to Use Bulk Actions for Workflows in Fortunyx

  8. Workflows - Advanced Filters & Smart List

Advanced Builder Features

  1. Advanced Builder for Workflows in Fortunyx

  2. Delinked Nodes (Independent Branches): Advanced Builder Workflow

  3. Pause Workflow Actions: Enable/Disable Nodes

  4. Pause Workflows on Certain Dates

  5. If/Else Workflow Action - Appointment Filter Options

  6. Split Action

  7. Workflow Setting Stop On Response & Call Action Disable Voicemail Detect

Triggers

  • Standard Triggers - Order Submitted

  • Workflow Trigger - Payment received

  • Contact Tag Workflow Trigger in Fortunyx

  • Workflow Trigger and Action: Google Contact

Core Workflow Actions

  1. Workflow Action – Update Contact Field

  2. Workflow Action - Update Contact Field - Date type field

  3. Workflow Action - Edit Conversation

  4. Action - Math Operation

  5. Text Formatter - How to format text the way you want

  6. Workflow Find & Replace in Fortunyx: Complete Guide

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

  8. Multi Select for Forms, Surveys, Contains Phrase and Exact Match

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

  10. How to use Email Template Builder in the Workflow Send Email Action

  11. How to Automatically Assign Users to Leads In Workflows

  12. How to fetch product details purchased by customers in workflows

  13. Appointment scenarios in Workflow

  14. Understanding Workflow Behaviour with SMS and Customer Replies

  15. in app ivr call goFortunyx

  16. Workflow Action - End IVR call

  17. Issue Certificates: Triggers and Actions

  18. Workflow Action - Add Manual Sales For An Affiliate

  19. Workflow Action - Add Leads under an Affiliate

Custom Code & Webhooks

  • Workflow Action - Custom Code

  • Workflow Action - Custom Code AI

  • Custom Webhook Action – Secure Credential Management

  • Workflow - Oauth2 in Custom Webhook

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

  • How to use the Inbound Webhook Workflow Premium Action?

  • Test Action for Integrations

AI in Workflows

  • Workflow AI Builder: Generate and Edit Workflows with AI

  • GPT-4 in Fortunyx

  • GPT-5 in Fortunyx Workflows

  • History for GPT actions (AI Memory Key)

Social Media Automation

  1. Automate Facebook & Instagram Comments within Fortunyx

  2. Facebook comments + Workflow AI

  3. Workflow Recipes - Facebook Comment Automation

  4. Workflow Recipes - Facebook comments + Workflow AI

  5. Workflow Recipes - Instagram Comment Automation

Third-Party App Integrations

  • Installing Marketplace Apps Directly from the Workflow Builder

  • Airtable Actions & Triggers in Fortunyx Workflows

  • Apify Actions & Triggers in Fortunyx Workflows

  • Asana Actions and Triggers in Workflows

  • Basecamp Actions & Triggers in Fortunyx Workflows

  • Browse AI - Workflow Actions and Trigger

  • Cal.com Workflow Actions and Triggers in Fortunyx

  • Calendly - Workflow Actions & Triggers

  • ClickUp Actions & Triggers in Fortunyx Workflows

  • Fathom Actions and Triggers in Fortunyx Workflows

  • Fortunyx + Monday.com: Actions & Triggers

  • Google Forms Actions and Triggers in Workflows

  • Create & Update Multiple Rows in Google Sheets in Fortunyx

  • How to use the Google Sheets Premium Workflow Action?

  • Housecall Pro - Workflow action and triggers

  • HubSpot Workflow Actions and Triggers in Fortunyx

  • Klaviyo: Workflow Actions & Triggers

  • Manus Actions & Triggers in Fortunyx Workflows

  • Notion Integration with Fortunyx

  • Todoist: Workflow actions & triggers

  • Typeform Actions & Triggers in Fortunyx Workflows

  • Vapi - Actions and Triggers in Workflows

  • How to use the Workflow Slack Premium Action?

Premium Features, Pricing & Plans

  • How to enable and rebill Premium Features for Workflows

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

  • Workflows pro plan - Black friday & Cyber monday promotion

  • New Volume Based Workflows Pro Plan Tiers in Fortunyx

Analytics & Execution Logs

  • Comprehensive workflow stats

  • Improved Workflow Execution Logs & Enrollment History

  • Error Notifications in workflows

Troubleshooting

  • Highlighting & Resolving Errors in a Workflow

  • Troubleshooting Workflow Executions - Race Conditions

  • Facebook Conversion API Workflow Trigger Not Working

Deprecated / Legacy

  • Workflows vs Campaigns/Triggers (Deprecated Features)

  • Campaigns are no longer maintained