Workflow Action: Go To

July 30, 2024•1 min read

The “Go To” Workflow action can be added to the end of a Workflow path to send the contact to any given point in a specific path.

NOTE: The action can only be used at the end of a Workflow path.

Step 1: Using the “Go To” Workflow Action

Navigate to Workflows.
Click into the Workflow you wish to update.
Add an action and choose “Go To” from the list.
Click “Save”.
A Green circle will appear under the action in the Workflow builder drag and drop it to the action you wish to direct the path to.

You’ll then see this icon and the dotted icon, indicating the “Go To” action is set up in the path.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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