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Workflow Automation: Save Time with Webey

Automate your marketing, lead follow-up, and customer communication with the visual workflow builder.

Webey TeamWebey Platform18 February 20264 min read
Workflow automation dashboard

<p>Manually sending emails after every form submission? Tagging contacts based on behavior? With workflows, you automate this in Webey.</p><h2>Setting up triggers</h2><p>Every workflow starts with a trigger: form submitted, new contact created, tag added, or manually started. The trigger determines when the workflow automatically starts.</p><h2>Adding steps</h2><p>After the trigger, add steps: send email, wait a certain time, add or remove tags, update contact details, or perform condition checks.</p><h2>Using presets</h2><p>Start quickly with one of the presets: Lead Nurturing (automatic follow-up emails after sign-up) or Welcome series (introduction emails for new contacts).</p><h2>Tracking results</h2><p>Every workflow run is tracked. See in the dashboard which runs are active, completed successfully, or had an error. Debug problems with the detailed run log.</p>

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