Create workflows from Social Planner posts

You can now trigger workflows from Social Planner posts directly in the Infinity3 Platform. Use post status and publishing events to automate approvals, alerts, follow-ups and other actions across platforms and post types.

Why it matters

Social media management involves more than creating and scheduling posts, teams must also coordinate approvals, monitor publishing and respond quickly when something goes wrong. The Social Planner Posts trigger reduces manual work and helps teams act faster.

• Reduce manual monitoring by automating actions for post statuses such as approval requested, approved, approval rejected, scheduled, published and failed.
• Speed up issue resolution with automatic alerts for failed posts so your team can investigate and correct problems quickly.
• Simplify approval workflows by triggering notifications or follow-up tasks when posts are submitted, approved or rejected.
• Scale automation across multiple platforms, accounts, categories and post types to keep stakeholders informed.

How to use it

Set up a Social Planner Posts trigger in Workflows to run actions when a post meets your selected conditions.

1. Go to Automation, then Workflows in the Infinity3 Platform.
2. Create a new workflow or open an existing one.
3. Add the Social Planner Posts trigger to the workflow.
4. Configure filters: select category, platform, post status, post type, connected social account and tags as needed.
5. Add workflow actions, for example internal notifications or follow-up tasks, then save and publish the workflow.

Workflows will trigger when a Social Planner post matches the conditions you configured.

What you can filter and monitor

• Post statuses: Approval Requested, Approved, Approval Rejected, Scheduled, Published, Failed.
• Filters: Category, Platform, Post Type, Social account and Tags.
• Supported platforms: Facebook, Instagram, Bluesky, Google Business Profile (GBP), LinkedIn, Pinterest, Threads, TikTok and YouTube.
• Post types: Carousels, Posts, Reels, Shorts and Stories.

Notes

• Only social accounts connected through Social Planner are supported. Accounts connected through Integrations are not supported yet; support is in progress.
• Workflows trigger based on the filters you configure and the Social Planner post conditions that are met.
• This capability helps Infinity3 administrators manage multiple business accounts and brands with different publishing requirements.