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'Trigger Another Workflow' Step - Chain Multiple Workflows

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The “Trigger another workflow” step in ClickFunnels allows you to connect to another workflow, enabling a seamless flow of automation from one workflow to another. This step is particularly useful when you want to chain workflows together, ensuring that specific actions in one workflow automatically lead to the initiation of another. In this article, you will learn how to add and configure the “Trigger another workflow” step, as well as some practical use cases for this powerful feature.

Requirements

Section titled “Requirements”

  • An active ClickFunnels account

  • A workflow created in your workspace

  • A second workflow that you want to trigger, enabled and not archived

Adding the “Trigger another workflow” Step to Your Workflow

Section titled “Adding the “Trigger another workflow” Step to Your Workflow”

  1. Navigate to the Automations app and select Workflows.

  2. Open an existing workflow or create a new one.

  3. Click on the Plus Icon (+) in your workflow editor.

  4. Select the Trigger another workflow step under the Workflow category.

    The Workflow category in the Add Step sidebar, with the Trigger another workflow step (Enroll contact in another workflow) highlighted.

Configuring the “Trigger another workflow” Step

Section titled “Configuring the “Trigger another workflow” Step”

  1. After adding the step, the New step details window will appear.

  2. Select the workflow you want to trigger in the Workflow dropdown menu. The list shows only the enabled, non-archived workflows in your workspace; the workflow you are editing is not listed.

  3. Click “Create step” to save your settings.

How the Step Works

Section titled “How the Step Works”

  • When a contact reaches the step, they are enrolled in the selected workflow, and they also continue to the next step of the current workflow.

  • The selected workflow’s run type still applies. For example, if that workflow is set to Only one run per contact and the contact has already been through it, they won’t go through it again.

  • If the selected workflow is later disabled or archived, the step does nothing and the contact simply continues in the current workflow.

  • A step with no workflow selected shows No workflow set in the workflow editor and is skipped.

Practical Use Cases

Section titled “Practical Use Cases”

  • Sequential Campaigns: Use this step to trigger a follow-up workflow after the completion of an initial campaign. For instance, after a lead completes a welcome sequence, you can automatically enroll them in a promotional sequence.

  • Complex Automation Flows: If your automation is easier to manage in smaller pieces, you can split the process into multiple workflows and use the “Trigger another workflow” step to connect them.

  • Nurture Series: Start a nurturing workflow after a lead completes an action in another workflow, like making a purchase or signing up for a webinar.