Infinity3 Help Centre

Use a workflow to carry out repeatable steps when an event happens, such as a customer submitting an enquiry form.

A trigger starts the workflow. Actions define what happens next.

Before you start

You’ll need access to Automation → Workflows and permission to create workflows.

Choose one clear process to automate. For example: “When this enquiry form is submitted, notify our team.”

Create a workflow

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open Automation → Workflows.
3. Click Create Workflow and choose Start from Scratch, where shown.
4. Give it a clear name.
5. Click Add New Trigger and select the event that should start it.
6. Add filters to limit it to the intended event, such as a specific form.
7. Save the trigger.
8. Click the + beneath it to add an action.
9. Complete the action settings and save.
10. Save the workflow and leave it in Draft while reviewing.

Review the process

Read the steps in order. Check who enters, what happens and when the workflow ends.

Things to know

• Saving and publishing are separate actions.
• Templates still need reviewing for your account.
• Start with a short workflow that is easy to test.

Test the workflow before publishing it. If you can’t access the builder, contact Infinity3 to check your permissions.