The advanced workflow builder provides a fully visual, freeform canvas for creating sophisticated automations. Unlike the standard linear builder, it supports multiple trigger paths, parallel branches, and complex logic — all in a single view. It’s designed for teams that need flexibility, power, and clarity when designing intricate automations.
The advanced builder changes how workflows are displayed and edited, not how they execute. Workflow logic and contact behavior remain identical to the standard builder.
Accessing the advanced builder
Open any workflow and click the Advanced Builder toggle in the top-left corner of the builder. You can switch between Standard and Advanced modes freely — unless your workflow contains advanced-only elements (see below).
Key features
Go-to connections and parallel trigger paths
In the advanced builder, each trigger can point to any action in the workflow via a Go-To connection. This allows you to:
- Route multiple triggers to different entry points in the same workflow
- Create parallel branches that run independently within a single workflow context
- Build non-linear flows that jump to specific actions rather than always starting from step one
To create a Go-To connection:
- Click + Add to open the Triggers & Actions panel
- Add a trigger and define where it should begin
- Drag the trigger’s Go-To connector onto the target action
Delinked nodes (independent branches)
Build branches that are completely isolated from the main flow — useful for managing multiple triggers or outcomes within a single canvas. Each delinked cluster runs independently when its trigger fires.
Visual indicators
| Indicator | Meaning |
|---|
| Solid connector | Normal sequential path |
| Dashed connector with arrow | Trigger Go-To (jumps to target action) |
| Isolated cluster | Delinked/parallel branch |
Enable and disable nodes
Test or temporarily remove specific actions without deleting them or rewiring the flow:
- Disable: Hover over a node → click Pause
- Enable: Hover again → click Play
Disabled nodes are skipped during execution; all connections remain intact. You can also select multiple nodes and toggle entire sections on or off at once.
Tidy up (auto-layout)
After major edits or imports, the canvas can become cluttered. Click Tidy Up to automatically organize all nodes into a clean, readable layout.
Workflow switcher
Open the workflow switcher from the left sidebar to browse recent workflows or search by name or tag. Click a result to open it in a new tab while keeping your current canvas open. You can also create, duplicate, or delete workflows from this panel.
Efficiency tips
- Multi-select: Use Ctrl/Cmd + drag to select and move multiple nodes at once
- Copy and paste: Use Ctrl/Cmd + C and Ctrl/Cmd + V to duplicate sections across workflows
- Keyboard shortcuts: Click the keyboard icon in the top-left to see the full list of shortcuts
Notes and limitations
If you switch back to the standard builder, you must first remove any advanced-only elements — Trigger Go-To connections, delinked nodes, and disabled nodes. These features are not supported in the standard view.
- Single enrollment per contact: Even with parallel branches, a contact cannot run through multiple branches simultaneously in the same workflow
- Name everything clearly: Use descriptive names on all triggers and actions — this is especially important in complex canvases and makes version history readable
- Organize early: Use Tidy Up regularly to maintain canvas readability as your workflow grows
Advanced builder vs. standard builder
| Capability | Standard builder | Advanced builder |
|---|
| Linear action chains | Yes | Yes |
| Multiple triggers | Yes | Yes |
| If/Else branching | Yes | Yes |
| Parallel delinked branches | No | Yes |
| Trigger Go-To connections | No | Yes |
| Disable individual nodes | No | Yes |
| Freeform canvas | No | Yes |
| Auto-layout (Tidy Up) | No | Yes |
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