Multi-step workflow plans allows you to execute unlimited actions with a single trigger. These plans comprises of more than two steps in the workflow. With multi-step workflow plans, you can automate multiple actions or tasks.
Creating multi-step workflow plans
Once you’re done with setting up a trigger event, you can add action steps to the workflow plan to automate more tasks. A workflow plan with more than two steps is known as multi-step plans.
For instance, you can create a workflow to create an invoice in QuickBooks. You can also add a step to send the invoice to the client. So, the workflow plan has multiple actions based on a single trigger. Whenever the workflow will run, it will execute both the actions. You can add as many steps as you want to the workflow plan. The more steps you add, the more time you can save by reducing the manual work.
To add a new step to the workflow plan, click on the “+icon” between two steps or tap the “+ New step” after the workflow step.
Select the application where you want the action to take place. And choose the action that you want to be executed when the workflow runs.
When the workflow will run, all the actions will be performed in a sequential manner.