new
Automations
Advanced Builder: A New Era for Workflow Design
What’s new?
Meet the
Advanced Builder
for Workflows - a fully visual, freeform way to build automations.You can now drag, drop, and design workflows across an open canvas. Create multiple trigger paths, independent branches, and complex logic - all in one view.
It’s everything you love about workflows but faster, clearer and more intuitive than ever.
How it works
Every workflow now has two views:
Standard Builder
and Advanced Builder.
Advanced Builder replaces the linear list with a visual canvas so you can place, connect, and rearrange logic exactly how you want.What's New
Open canvas + drag-and-drop
. Place triggers/actions anywhere, connect them visually, multi-select and move groups, and copy/paste across workflows.- Open the Triggers / Actions panel.
- Configure from the panel or drag items directly onto the canvas.
- Connect nodes by dragging from the connector handle (or the + icon) to stitch your workflow.

Enable/Disable Nodes
: You can now enable or disable any action or condition inside a workflow — without deleting it.- Ability to pause an action in a workflow has always been a most requested feature and now it is Live.
- Now pause or re-enable any action without deleting it.
- Perfect for testing or adjusting logic without losing your setup.

Sticky Notes & Color Coding:
Annotate and organize logic for easy collaboration.- Add quick notes or colour labels to keep your canvas organized.
- Use them for reminders, grouping steps, or explaining logic to teammates.
- Notes now support text, colours, links and images for better clarity.

Keyboard Shortcuts:
Power through design and edits faster than ever.- We have a bunch of Keyboard Shortcuts that now works in the Workflow Canvas.
- Build faster with shortcuts for navigation, view, edit, and connection controls.
- Click the keyboard icon (top-left) anytime to see the full list.

Tidy Up (Auto Layout):
- One click to automatically organize your entire canvas.
- Dont want to organize everything, just select the ones that you want too.
- This will keep complex workflows neat and easy to read.

Go-To Triggers
- Always wanted that contact flowing in from one of your triggers should not start with the first action.
- We heard you, no need to add an if/else and use that to split the contact into different branches based on the triggers.
- Add a trigger and select which action the contact should flow too

Drag and drop triggers into the workflow; connect each trigger to any starting node you choose.
Delinked Nodes:
- Multiple workflows in a single canvas? Yes you can do that with the Advanced Builder.
- Build independent paths side by side for in the same canvas by simply adding Delinked Triggers.

Connect a trigger to a delinked branch to create a parallel workflow.
Workflow Switcher:
You can now navigate between workflows instantly without leaving the builder. This is accessible on the sidebar.- See your 10 most-recent workflows or search by name.
- Clicking a workflow opens it in a new tab so your current canvas stays open.

Performance and UI Improvements
- Every interaction is now faster and smoother, from pan and zoom to node connection.
- The new auto-hiding minimap makes navigation effortless on large canvases.
- We have an all new view for the stats and the action level comments
Additional Notes
- Parallel paths, single enrollment:Even with parallel branches, a workflow processes one contact enrollment at a time; the same contact won’t enter the workflow concurrently.
- Switching views:Advanced Builder does not replace Standard Builder—you can toggle between them on the same workflow.
- If a workflow uses delinked nodes, Go-To connections, or disabled nodes, you’ll need to remove those Advanced-only features before switching back to Standard Builder.
How to use it
- Open any workflow and switch to Advanced Builder view on the top left toggle.
- Drag and drop triggers, actions, or go-to paths onto the canvas.
- Use color coding and notes to organize and test logic visually.

Why we built it
Workflows are at the heart of everything our users build.
The Advanced Builder was designed to make building easier, faster, and more flexible for everyone.
Now you can:
- Build visually instead of scrolling through long lists.
- See your logic clearly, no matter how complex it gets.
- Test, adjust, and improve faster without breaking flow.
It’s a simpler, smarter and more creative way to build automations
How to Access
At launch, the Advanced Builder is available through the Labs Beta.
The dropdown to switch to an Advanced Builder will only be available to the Agency Admin as of now. The sub locations can use the builder only if it is switched by the Agency Admin.
To enable it:
Go to
Settings → Labs
, search for “Advanced Builder
,” and enable the toggle.