---
title: "14. Workflows"
slug: "video-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

[2024 Workflow Workshop](https://player.vimeo.com/video/1014139216?badge=0&autopause=0&player_id=0&app_id=58479)

### 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?

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#### 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

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#### 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

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#### 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

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#### 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

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#### Workflow Timeline

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

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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)