What’s new?

Meet the Workflow Switcher, built for users managing multiple automations. Jump between workflows without leaving the builder so you can compare, edit, or reuse steps across workflows seamlessly.

How it works

In the Advanced Builder, click on the Workflow Switcher button on the left sidebar. (Or use Shift + W)

A side panel opens showing your most recent workflows (plus search).

Quick Search: Search by workflow name; recent items are listed for one-click access.

Selecting a workflow opens it in a new browser tab, so your current canvas stays put.

Tip: Pair Workflow Switcher with copy/paste across workflows to reuse branches and speed up build time.

How to use it

• In Advanced Builder, click the Workflow Switcher button on the left side bar.
• Search or scroll to select another workflow.
• Switch instantly — edits are saved automatically.

Additional Notes

• Advanced Builder only: Workflow Switcher is present in the Advanced Builder sidebar at launch. This feature will come in the standard builder soon.
• Tab behavior: Each selection opens a new tab (your current builder remains open).

Why we built it

Previously, moving between workflows meant exiting the builder, finding the next one, and waiting for reloads. Now, you can navigate seamlessly across automations in one click, saving tons of time and keeping you focused.

What’s New!

Work way quicker in the Workflow Builder with a full set of keyboard shortcuts for editing, navigation, and view controls—plus an in-app shortcuts toolbar you can open any time.

Why You’ll Love It

• Speed through builds without reaching for the mouse.
• Copy/paste whole branches, zoom and re-center instantly, hop between nodes with arrow keys.
• The overlay groups commands into tabs so you can learn the essentials fast.

How It Works

• In Advanced Builder, click the Keyboard Shortcuts pill (or press K) to open the overlay.
• Shortcuts are grouped by tabs: Essential, Edit, View, Navigation, Tools.
• On Mac use ⌘, on Windows/Linux use Ctrl.

Keyboard Shortcuts (Highlights)

Edit

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

View

• Zoom In / Out: + / –
• Zoom to 100%: 0
• Fit View: 1

Navigation

• Move to Next / Previous Node: → / ←
• Move to Upper / Lower Sibling: ↑ / ↓
• Select Upstream / Downstream Nodes: Shift + ← / Shift + →

Tools

• Save Workflow: ⌘/Ctrl + S
• Select All Nodes: ⌘/Ctrl + A
• Delete Selected Node(s): Delete/Backspace
• Delete All Actions From Selected Node Onward: ⌘/Ctrl + Delete
• Open Action Panel: Tab
• Open Trigger Panel: Shift + Tab

Pro tip: Copy/paste branches across workflows (open the other workflow in a new tab via Workflow Switcher) to reuse logic fast.

How To Use It

1. Open a workflow in Advanced Builder.
2. Press K (or click the Keyboard Shortcuts pill) to view commands.
3. Use Edit shortcuts to copy/cut/paste nodes or entire branches.
4. Use Navigation to jump between nodes, View to zoom/fit, Tools to save/select/open panels.

Additional Notes

• Available in Advanced Builder at launch. This feature will be coming soon to the Standard Builder as well.
• Shortcut keys may vary slightly by keyboard layout and OS.

What’s New!

Lay out independent branches in your workflows. Design multiple mini-flows side-by-side in one canvas.

Why You’ll Love It

Branch out your workflows visually – separate paths are easy to read, test, and evolve. Pair this with go-to connections for triggers to start any mini workflows branch from the triggers.

How It Works

• Delinked = independent nodes: Drop actions anywhere in the canvas that isn’t wired into the main line.
• Start it with a trigger: Attach a trigger using the Go-To connections (dashed link) so that trigger begins on this branch.
• Execution Behavior: Each branch can run independently within the same workflow

How To Use It

• Open your workflow in Advanced Builder.
• Build one or more delinked clusters of actions.
• Use the Go-To connection from the chosen trigger to the first node of each cluster.
• (Optional) Add sticky notes/colors to label each branch.
• Save → Publish when satisfied.

Additional Notes

• Advanced Builder only: Go-To Connections for Triggers are only available for the advanced builder upon release.
• Single enrollment per contact: the same contact won’t run concurrently down multiple branches.
• Switching back to Standard Builder: remove Advanced-only features (Go-To Triggers, Delinked nodes, Disabled nodes) first.

What’s New

You can now set a start action per trigger. Drag Go-To connections from the trigger to any action on the canvas – this means no more single entry path, you can define the entry path for each of your triggers!

Why You’ll Love It

Different triggers, different journeys. Aim each trigger at the exact node it should begin from and keep complex entry logic tidy (no giant if-else stacks).

How It Works

• Select a trigger → drag its connector to the target action.
• Visual cue: Go-To links for triggers render as a dashed line with an arrowhead (normal paths stay solid).
• Execution behavior: When the trigger matches, the workflow jumps directly to that target action and continues from there.

You can set multiple Go-To connections for each trigger, allowing you to define exactly where a contact should start when that specific trigger fires.

How To Use It

• Open your workflow in Advanced Builder.
• Add/position your triggers and actions.
• From each trigger, drag the dashed Go-To connection to the action where it should start.
• Reassign later by dragging the same connector to a new node.
• Save → Publish when ready.

Additional Notes

• Advanced Builder only: Go-To Connections for Triggers are only available for the advanced builder upon release. This feature will be coming soon to the Standard Builder as well.
• Defaults & saving: Unassigned (“dangling”) triggers auto-connect to the Root (first) action. All triggers must connect to exactly one action to save the workflow. Reassign anytime by dragging the dashed connector.
• Single enrollment per contact: the same contact won’t run concurrently down multiple branches.
• Switching back to Standard Builder: remove Advanced-only features (Go-To Triggers, Delinked nodes, Disabled nodes) first.

Why it matters

Previously, multiple entry paths meant duplicate workflows or deep if-else chains. Now, Go-To connections for triggers give you clean, maintainable, and dynamic routing – all within a single workflow

What’s new?

You can now enable or disable any action inside a workflow – without deleting it.

Turn off individual nodes temporarily while testing or debugging, so you can experiment freely without breaking your automation.

How it works

In the Advanced Builder, hover over any node and toggle the Enable/Disable switch.

• Disabled nodes are visibly dimmed and skipped during execution.
• Enabled nodes run normally once re-activated.

If a disabled node is the only path to downstream steps, the contact will skip the disabled nodes and only execute the active nodes.

How to use it

• Open a workflow in the Advanced Builder.
• Right-click or use the toggle on any node to disable it.
• Re-enable when ready — no need to rebuild or reconnect.

Notes & Limitations

• This feature is available only in Advanced Builder.
• If a workflow uses disabled nodes (or other Advanced-only features like Go-To or delinked nodes), you’ll need to remove or re-enable them before switching back to Standard Builder.

Why we built it

Previously, stopping a step meant deleting or disconnecting it — risking lost work and broken logic. Now you can pause parts of a workflow safely, making testing, troubleshooting, and iteration much faster.