---
title: "14. Workflows"
slug: "14-workflows"
updated: 2026-03-30T02:37:58Z
published: 2026-03-30T02:37:58Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# VIDEO: Workflows

<div style="padding:56.25% 0 0 0;position:relative;"><iframe src="https://player.vimeo.com/video/1014139216?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" referrerpolicy="strict-origin-when-cross-origin" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="2024 Workflow Workshop"></iframe></div><script src="https://player.vimeo.com/api/player.js"></script>

### Topics Covered
* 00:00 Introduction
* 00:20 Where to find Workflows
* 00:40 What can Workflows do
* 01:54 Intro to Workflows - starting to create a workflow
    * 01:56 Title and Description
    * 02:55 Active or non-active workflow
    * 03:40 Triggers - what action or actions trigger the workflow. Can the user trigger the workflow?
    * 05:35 Multiple triggers
    * 05:55 Steps - what actions are done with the workflow is triggered
* 06:20 When set up, how can a Workflow be selected to action?


* * *
#### Details
* 07:45 - **Triggers - details of individual Triggers**
    * 08:00 Person is added
    * 08:28 Group - a contact is added to or removed from a group
    * 09:25 Person Field - a data field is changed or set to a value
    * 11:50 Household (Organisation) Field - 
    * 12:20 Email Address - is added, changed or deleted.
    * 13:40 Manually from the Person's screen - select a workflow on a person's profile page, or when approving a form
    * 14:45 Manually from the Mobile App
    * 16:00 **Unsubscribe**
        * 	16:15 When a user chooses to unsubscribe from all emails
        * 	16:50 When a user chooses to cancel their unsubscribe from all emails
        * 	17:25 When a user chooses to pause themselves from receiving emails
        * 	17:50 **Mail types** - use the Manual trigger - for details see: [/v1/docs/14-workflows#mail-types-subscribe-or-unsubscribe](/v1/docs/14-workflows#mail-types-subscribe-or-unsubscribe)

* * *
#### Form example - steps available in workflows
* 18:30 Details on how to set up workflows to action once a form has been received
    * 19:30 Send Email
    * 23:30 Send a Text
    * 24:25 Make an Email Address Inactive
    * 25:15 Change a Persons Field
    * 27:30 Change a Household Field
    * 27:40 Add the Person to group
    * 28:20 Remove from a group
    * 29:00 Change a person's permission in a group
    * 29:35 Update Mailchimp
    * 30:23 Unsubscribe from Mailchimp
    * 30:40 Add a Note
    * 33:30 Add a To Do
    * 36:30 Workflow Stop - workflow waits for task to complete before moving to next step
    * 39:00 Wait - pause for preset period of time before moving to the next step
     * 40:00 Add to a Work Queue

* * *
#### Workflows - routing to additional workflows
* 43:48 Add to a Workflow - once this step has concluded add to a separate Workflow
* 44:20 Add to a Workflow - with condition - if a certain condition is met, add the contact to a separate workflow

####  Planning Your Workflow
* 49:49 Planning

* * *
#### Example - trigger via a form, and through email subscribe/unsubscribe
* 51:30 Example workflow - complete setting up of the workflow and triggering it by adding a new person, through a person's profile, or when approving a form
    * Person Added or Manual Trigger to trigger workflow when working with forms - the approver has to select the appropriate workflow, the form itself doesn't trigger workflows

* * *
#### Mail Types - Subscribe or Unsubscribe
* 56:57 - set up Mail Types through Administration and select the Workflow when the person subscribes or unsubscribes from a specific Mail Type

* * *
#### Workflow Timeline
* 58:45 Profile Workflow Timeline - list of workflow history for a person

* * *

:::(Info) ()
For details on Workflows within the infoodle Help system, see [Workflows](/v1/docs/workflows)
:::

## Related

- [Workflows](/workflows.md)
- [Workflow Steps](/workflow-steps.md)
- [Conditional Workflow Steps](/conditional-workflow-steps.md)
- [Workflow Triggers](/workflow-triggers.md)
- [Workflow Timeline](/workflow-timeline.md)
- [About Workflows](/about-workflows.md)
- [Helpful Workflows](/helpful-workflows.md)
- [Trigger Workflows via Forms](/trigger-workflows-via-forms.md)