FAQs

Commonly asked questions

• Do workflows run automatically?

Yes. Once a workflow is active, it runs automatically whenever the trigger occurs.

• Can I edit a workflow after creating it?

Yes, workflows can be edited at any time.

• Can I delete a workflow?

Yes, workflows can be deleted from the workflow menu (⋯).

• Can I disable a workflow without deleting it?

Yes, you can toggle a workflow Active / Inactive at any time.

• Do workflows run instantly?

Yes, workflows execute in real time when the trigger event occurs.

• What happens if conditions are not met?

The workflow will not run.

• Can I add multiple actions to a workflow?

Yes, you can configure multiple actions within a single workflow.

• In what order are actions executed?

Actions are executed in the order they are added.

• Can multiple workflows run at the same time?

Yes, multiple workflows can run simultaneously if their triggers and conditions are met.

• What happens if multiple workflows match the same trigger?

All matching workflows will run unless restricted by conditions.

• Can workflows conflict with each other?

Yes. If multiple workflows act on the same conversation, they may overlap. Use conditions and labels to control behavior.

• What is the difference between trigger type and trigger options?

Trigger Type → Defines the event (e.g., Add Label, Incoming Message)

Trigger Options → Defines the specific item within that event (e.g., which label, which channel, which list)

• Can I use multiple conditions in a workflow?

Yes, you can add multiple conditions to make workflows more specific.

• Why are conditions not available for some triggers?

Some triggers (like Meeting Booked, Meeting Rescheduled, Meeting Cancelled, or Found Phone Number) are direct event triggers and do not require additional filtering.

• Can I limit workflows to specific inboxes or channels?

Yes, using Trigger Options, you can select specific accounts or channels.

• Can I use multiple action types in one workflow?

Yes, you can combine different action categories (Inbox, Outbound Tools, Notifications, CRM).

• What happens if one action fails?

Other actions may still run, but the workflow may not complete fully. Check workflow logs for details.

• Can workflows trigger actions in external tools?

Yes, using Outbound Tool actions (Heyreach, Instantly, Smartlead, etc.).

• How do I set up Slack notifications?

You need to:

1. Create a Slack app

2. Enable Incoming Webhooks

3. Generate a webhook URL

4. Paste it into the workflow

• Can I customize Slack notifications?

Yes, you can configure the payload and choose what data is included.

• Can I send notifications to multiple email addresses?

Yes, you can use To, CC, and BCC fields in email notifications.

• Can workflows sync data to a CRM?

Yes, workflows support CRM actions like syncing to HubSpot.

• What does “Sync to HubSpot” do?

It syncs contact data, updates properties, and pushes conversation data into your CRM.

• What is an incoming webhook?

An incoming webhook allows external systems to trigger workflows in Master Inbox.

• How can I check if a workflow ran?

Go to the workflow menu (⋯) and click View Logs.

• What do workflow logs show?
  a. Execution history
  b. Trigger events
  c. Workflow activity

• Should I use labels or lists in workflows?

1. Use labels for logic and triggering workflows

2. Use lists for organizing conversations

• How can I avoid workflow conflicts?

  1. Use clear labels

  2. Add conditions

  3. Avoid duplicate workflows with the same logic

• Can workflows be used for automation across teams?

Yes, workflows help standardize processes and automate actions across your inbox.