Creating your first workflow
Creating your first workflow
Workflows automate repetitive tasks by running a series of actions when something happens in VanMan. Here is how to create your first one.
Open the workflow editor
Navigate to SettingsWorkflows and click New Workflow. Give your workflow a name — something descriptive like "Booking confirmation SMS" — and click Create.
Add a trigger
The editor opens with an empty canvas. Drag a Trigger node from the palette on the left onto the canvas. Click the trigger to configure it — for example, select "Booking status changed" and set the condition to "when status becomes Confirmed."
Add an action
Drag an Action node onto the canvas and connect it to the trigger by drawing a line between them. Click the action to configure it — for example, select "Send SMS" and choose a message template.
Save and activate
Click Save to store your workflow. Toggle the Active switch to turn it on. From now on, every time a booking is confirmed, VanMan will automatically send the SMS.
Use the Dry Run button to test your workflow with sample data before activating it. This lets you verify it works without sending real messages.
You can edit, deactivate, or delete workflows at any time from SettingsWorkflows.
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