Build a workflow on the canvas

The workflow builder is a visual canvas where you map out what should happen automatically. You add steps, configure each one, and the builder wires them together in order.

How the canvas is laid out

Open a workflow from Workflows to land on the builder canvas. The layout reads top to bottom:

• The trigger node sits at the top. It's the event that starts the workflow — a new lead, an SMS, a stage change, or a SAMI Bot handoff.
• Steps flow straight down from the trigger, connected by lines in the order they run.
• Branching steps like Condition Branch and Paths fan out into side-by-side columns so each path is easy to follow.

The builder arranges everything for you automatically, so nodes stay aligned as you add and remove steps. Use the zoom and fit controls in the corner to move around a larger workflow.

Add, configure, and connect steps

Every step follows the same loop: add it from the palette, fill in its fields, then move on to the next one.

1. Click the + between nodes

   Each gap on the canvas has a + button. Click it to open the step palette wherever you want the new step to land.

2. Pick a step from the palette

   SAMI OS actions appear first, grouped by category: Communication, Data, Flow Control, Lookup, Code, Integrations, and Advanced. Type in the search box to filter, or open 3rd party apps to browse CINC and connected integrations.

3. Configure it in the side panel

   The new step is added and connected automatically, and the configuration panel opens on the right. Fill in the Fields section — the message to send, the tag to add, the agent to assign, and so on.

4. Continue to the next step

   Select Continue to jump to the next step in the sequence, or click any node on the canvas to edit it. Use Test Step to dry-run the step against sample trigger data before you publish.

Select a node to edit it

Click any node to open its panel on the right. The header shows the app and action — for example, SAMI OS: Send SMS. From there you can adjust the step's fields, rename it to something clearer than the default App: Action label, run a test, or remove it with Delete.

To insert a step in the middle of a flow, use the + button in that exact gap. The builder rewires the connections and re-aligns the canvas so the rest of your steps shift down cleanly — you never drag edges by hand.

Once your steps are in place, head to Workflows to publish and turn the automation on. You can also wire steps into your Pipeline or hand callers to your SAMI Bots as part of the same flow.

Related articles

• Create your first workflow
• Workflow steps: every action you can add
• Publishing and activating a workflow