Workflow Triggers

Power Tools : Workflow Triggers

Workflow Triggers allow you to add a contact from an outside source and then run a Workflow (formerly known as Action Set) in a single step.

Each Workflow has it’s own “API-like” endpoint (a unique URL for each Workflow)

To enable a Workflow Trigger for a specific Workflow, go to SETTINGS > WORKFLOWS, and edit a Workflow. Then, set “ENABLE THIS WORKFLOW TRIGGER” to “ON”

You will be given a Custom URL that you can then use in your integration. To see the technical details on what format and which fields can be passed to it, visit this URL:

https://www.allclients.com/api/WorkflowTriggerHelp.aspx