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Workflows in Mailrify allow you to create automated email sequences that can be triggered based on events you send using the API.

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Prerequisites for workflows

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Sending an event

Workflows are triggered by sending events to Mailrify using the /v1/track endpoint. When sending an event, you can specify the contact it is associated with and include any relevant data.

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Creating a template

Before setting up the workflow, ensure you have created a template that will be used for the emails sent by the workflow. You can create templates in the Templates section of the dashboard.

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Creating a workflow

To create a workflow, navigate to the Workflows section of the dashboard and create a workflow.

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Defining workflow steps

Workflows consists of multiple steps that define the sequence of actions to be taken.
Step TypeDescription
Send EmailSends an email to the contact using a specified template. You can customize the email content using variables from the event data.
DelayPauses the workflow for a specified duration before proceeding to the next step.
Wait for EventPauses the workflow until a specified event is received for the contact. You can also set a timeout duration to proceed if the event is not received within that time.
ConditionEvaluates a condition based on the event data or contact data and branches the workflow accordingly.
WebhookSends a webhook to a specified URL with the event and contact data.
Update ContactUpdates the contact’s data with specified key-value pairs.
ExitTerminates the workflow for the contact.

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Managing workflow executions

You can monitor and manage contacts going through workflows in the executions tab of the workflow detail page. Here you can see the status of each execution, cancel a specific execution or all executions. A workflow will be locked while there are active executions. If you want to make changes to a running workflow you will either need to pause it and wait for all executions to complete, or cancel all active executions.