A workflow that reminds the team to confirm a pickup two days before departure: started from scratch and from a template, triggered by a Filmo event, trimmed of a step it doesn't need, published and turned on.
Your first workflow
Create your first workflow, from scratch or from a template, start it when something happens in Filmo, and turn it on.
What you will learn
- From scratch or a templateStart with an empty workflow and pick its trigger, or copy a template and make it yours.
- Start it on a Filmo eventA trigger such as a reserved order starts the workflow on its own.
- Publish and turn it onRemove the steps you don't need, publish the workflow and turn it on.
Related articles
- Create a workflowClick «New workflow» → «Configure a trigger» and pick what starts it; Filmo creates the workflow published and in «Live», ready for its steps.
- Create a workflow from a template«Start with a template» copies a ready-made workflow as a draft; review its steps and click «Publish and activate» to put it to work.
- Start a workflow when something happens in FilmoUse the «Event» trigger to start a workflow when an order is reserved, an invoice is paid, a quote is signed in the portal or an email arrives.
- Publish and activate a workflowYour edits are a draft until you publish; «Publish and activate» freezes a new version and puts the workflow in «Live» so its trigger runs it.