Reloadify

In this article, I explain to you all about flows. What is possible and how do you set up a flow?

All about flows: the basics

Having doubts about your flow? Before you activate flow, do a big check using this checklist.

The checklist for every flow

This article will tell you how to duplicate your flow.

How to duplicate a flow?

Automatically add a tag or remove a tag as soon as a profile reaches that point in the flow.

Adding or removing a tag in your flow

Make a profile wait a set amount of time before moving on to the next step in the flow, and control the moments at which that step is allowed to…

Adding a delay to your flow

Automatically deactivate a profile at the end of your flow, so the profile no longer receives emails.

Deactivating a profile in a flow

Automatically send an email to your own email address as soon as a profile reaches a certain point in your flow.

Sending a notification email from your flow

Automatically add Loyalty points to a profile or remove points, as soon as a profile reaches that point in the flow.

Adding or removing Loyalty points in a flow

Automatically update a profile field or clear its value, as soon as a profile reaches that point in the flow.

Updating a profile field in your flow

Automatically send data to an external system via a webhook, as soon as a profile reaches that point in the flow.

Sending a webhook from your flow

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Flows

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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