Infinity3 Help Centre

Choose a trigger that matches your business event, then add the steps you want Infinity3 to carry out.

Before you start

You’ll need an existing draft workflow and a clear description of the process.

Choose the trigger

1. Open Automation → Workflows and select the workflow.
2. Click Add New Trigger.
3. Select the event, such as Form Submitted or Pipeline Stage Changed.
4. Add filters for the specific form, pipeline or stage where applicable.
5. Save the trigger.

For example, use a form filter so an enquiry workflow responds to your enquiry form rather than every form.

Add actions

1. Click the + at the point where you want the next step.
2. Choose the action, such as Send Email, Add Task or an internal notification.
3. Complete the required fields.
4. Save the action and workflow.

Check the recipient carefully: an internal notification and a customer email serve different purposes.

Add timing or conditions

Use a Wait action for a delay. Use If/Else to create different paths based on conditions.

Keep each path clear and check what happens when a condition isn’t met.

Things to know

• Trigger filters control entry; If/Else conditions control the path after entry.
• An action needs the relevant contact or event information to work.
• Changes to stage-based automations can affect customer follow-up.

Save and test every path you expect to use before publishing.