Click Add or Create New, give the workflow a name (e.g. “Customer Onboarding”), and leave status as Draft. Drag a Starting Node and then add nodes from the left palette (Triggers, Message Nodes, Collect Input, Actions). Connect nodes by clicking an output port (coloured circle) on one node and then the target node. Configure each node via the Configure panel, then Save. Use Test Journey to run it with sample data before setting status to Active.
How do I create my first workflow?
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Updated on 26/02/2026