What’s new?

You can now attach files from Media Storage directly inside supported workflow actions. Instead of re-uploading the same file or pasting media links by hand, you can now choose an existing asset or upload a new file when adding attachments to an SMS/MMS, voicemail, chat, and other supported workflow steps.

How it works

When you click Add Attachment, you’ll now see a modal with two options: Upload a file or Choose from Media Storage. After you select a file, the system checks the file type and size using the same validation rules already used by each action, then attaches the file to that workflow step. If you copy the action, the attached media carries over too.

How to use it

• Open a media supported workflow action and click Add Attachment.
• Choose Upload a file or Choose from Media Storage.
• Select your file and save the action once validation passes.

Why we built it

Before this update, users had to manage assets outside the platform, repeatedly upload the same file, or copy and paste media URLs into each workflow action. This removes that extra work and makes it faster to reuse approved assets across workflows.

Simple use case example

• A marketing agency can attach the same PDF guide from Media Storage to multiple Send Instagram DM actions without uploading it every time.

Additional Notes

• Available in supported workflow actions that allow media attachments. Email action is not supported at launch and is currently a work in progress. It will be released very soon.
• File type and size validation still applies based on the action, and the current upload validation behavior remains unchanged.
• Unsupported file types or oversized files will show an inline error and cannot be inserted.
• If an action is copied, its attached media will carry over. Existing workflows with previously uploaded media will continue to work as expected.

Preview

In supported workflow actions, the attachment flow now includes Choose from Media Storage alongside Upload a file.

What’s new?

You can now attach files from Media Storage directly inside supported workflow actions. Instead of re-uploading the same file or pasting media links by hand, you can now choose an existing asset or upload a new file when adding attachments to an SMS/MMS, voicemail, chat, and other supported workflow steps.

How it works

When you click Add Attachment, you’ll now see a modal with two options: Upload a file or Choose from Media Storage. After you select a file, the system checks the file type and size using the same validation rules already used by each action, then attaches the file to that workflow step. If you copy the action, the attached media carries over too.

How to use it

• Open a media supported workflow action and click Add Attachment.
• Choose Upload a file or Choose from Media Storage.
• Select your file and save the action once validation passes.

Why we built it

Before this update, users had to manage assets outside the platform, repeatedly upload the same file, or copy and paste media URLs into each workflow action. This removes that extra work and makes it faster to reuse approved assets across workflows.

Simple use case example

• A marketing agency can attach the same PDF guide from Media Storage to multiple Send Instagram DM actions without uploading it every time.

Additional Notes

• Available in supported workflow actions that allow media attachments. Email action is not supported at launch and is currently a work in progress. It will be released very soon.
• File type and size validation still applies based on the action, and the current upload validation behavior remains unchanged.
• Unsupported file types or oversized files will show an inline error and cannot be inserted.
• If an action is copied, its attached media will carry over. Existing workflows with previously uploaded media will continue to work as expected.

Preview

In supported workflow actions, the attachment flow now includes Choose from Media Storage alongside Upload a file.

What’s new?

Math Operation now saves its result as an output custom variable, so you can use that value in the next workflow actions without first writing it to a custom field. You can also reference one Math Operation’s output inside another Math Operation. This makes it much easier to manipulate and use your math outputs.

How it works

When a Math Operation runs, its result is stored as that action’s output custom variable. In later steps, you can pick that output from the custom value picker and use it in other actions, including another Math Operation. If you also choose to update a field, the same result is written to that specific record field.

How to use it

• Add a Math Operation step and configure your calculation.
• Leave Update field empty to use the result as output only, or select a field to save it to the record too.
• In the next action, choose the Math Operation output from the custom value picker.

Why we built it

Before this update, users often had to save a Math Operation result into a custom field or custom value just to use it again later in the workflow. This removes that extra step and gives you one consistent output to reference across following actions.

Simple Use Case

• A fitness workflow calculates a member’s total sessions completed from a form value, then uses that output in a later step to decide which follow-up message to send.

Additional Notes

• Math Operation output can now be reused in subsequent workflow actions. One Math Operation can reference the output of a previous Math Operation.
• If the selected field type for a referenced Math Operation changes, any dependent Math Operation will be skipped until you review and update its configuration.
• For older legacy Math Operation actions, users may see the output of the last executed legacy Math Operation until that action is opened and saved again.

Preview

Math operation in the Custom Value Picker

Ability to reference existing math operation results for further calculations

What’s new?

We added keyboard shortcuts to the standard workflow builder so you can build, edit, and navigate workflows faster with the keyboard. This includes shortcuts for node movement, selection, copy and paste, delete actions, zoom controls, panel access, and saving.

How it works

Inside the standard builder, shortcuts are grouped into 5 areas: Essential, Edit, View, Navigation, and Tools. Depending on the action, shortcuts work on the selected node, all actions from the selected node onward, or the current builder view.

How to use it

• Open a workflow in the standard builder.
• Select a node when needed, then use the matching shortcut.
• Save your workflow and keep building without switching back to clicks.

Why we built it

Workflow building often involves the same actions again and again. These shortcuts cut down on repetitive clicks, speed up edits, and make it easier to work through larger workflows.

List of keyboard shortcuts

Edit

• Move Selected Node(s) — ⌘ + X / Ctrl + X
• Copy Selected Node(s) — ⌘ + C / Ctrl + C
• Paste Node(s) — ⌘ + V / Ctrl + V
• Copy All Actions From Selected Node Onward — ⌘ + Shift + C / Ctrl + Shift + C
• Move All Actions From Selected Node Onward — ⌘ + Shift + X / Ctrl + Shift + X

View

• Zoom in — +
• Zoom out — –
• Zoom to 100% — 0
• Fit View — 1

Navigation

• Select All Nodes — ⌘ + A / Ctrl + A
• Select All Actions — ⌘ + Shift + A / Ctrl + Shift + A
• Select All Triggers — ⌘ + ⌥ + A / Ctrl + Alt + A
• Move to Next Node — ↓
• Move to Previous Node — ↑
• Move to Right Sibling Node — →
• Move to Left Sibling Node — ←
• Select Upstream Nodes — Shift + ↑
• Select Downstream Nodes — Shift + ↓

Tools

• Delete Selected Node(s) — Del
• Delete All Actions From Selected Node Onward — ⌘ + Del / Ctrl + Del
• Open Trigger Panel — Shift + Tab
• Open Action Panel — Tab
• Save Workflow — ⌘ + S / Ctrl + S

Additional notes

• Some shortcuts only work after you select a node first.
• Some shortcuts appear in more than one section because they are relevant in multiple workflow tasks.

Example of Keyboard shortcuts in use with key bindings

What’s new?

We added keyboard shortcuts to the standard workflow builder so you can build, edit, and navigate workflows faster with the keyboard. This includes shortcuts for node movement, selection, copy and paste, delete actions, zoom controls, panel access, and saving.

How it works

Inside the standard builder, shortcuts are grouped into 5 areas: Essential, Edit, View, Navigation, and Tools. Depending on the action, shortcuts work on the selected node, all actions from the selected node onward, or the current builder view.

How to use it

• Open a workflow in the standard builder.
• Select a node when needed, then use the matching shortcut.
• Save your workflow and keep building without switching back to clicks.

Why we built it

Workflow building often involves the same actions again and again. These shortcuts cut down on repetitive clicks, speed up edits, and make it easier to work through larger workflows.

List of keyboard shortcuts

Edit

• Move Selected Node(s) — ⌘ + X / Ctrl + X
• Copy Selected Node(s) — ⌘ + C / Ctrl + C
• Paste Node(s) — ⌘ + V / Ctrl + V
• Copy All Actions From Selected Node Onward — ⌘ + Shift + C / Ctrl + Shift + C
• Move All Actions From Selected Node Onward — ⌘ + Shift + X / Ctrl + Shift + X

View

• Zoom in — +
• Zoom out — –
• Zoom to 100% — 0
• Fit View — 1

Navigation

• Select All Nodes — ⌘ + A / Ctrl + A
• Select All Actions — ⌘ + Shift + A / Ctrl + Shift + A
• Select All Triggers — ⌘ + ⌥ + A / Ctrl + Alt + A
• Move to Next Node — ↓
• Move to Previous Node — ↑
• Move to Right Sibling Node — →
• Move to Left Sibling Node — ←
• Select Upstream Nodes — Shift + ↑
• Select Downstream Nodes — Shift + ↓

Tools

• Delete Selected Node(s) — Del
• Delete All Actions From Selected Node Onward — ⌘ + Del / Ctrl + Del
• Open Trigger Panel — Shift + Tab
• Open Action Panel — Tab
• Save Workflow — ⌘ + S / Ctrl + S

Additional notes

• Some shortcuts only work after you select a node first.
• Some shortcuts appear in more than one section because they are relevant in multiple workflow tasks.

Example of Keyboard shortcuts in use with key bindings