Wix Contacts: Creating and Managing Workflows | Help Center

Wix Contacts: Creating and Managing Workflows

6 min read

In this article

Creating a new workflow
Managing a workflow
Automating a workflow

A workflow is a board that organizes all the steps (columns) of a project, helping you track every phase with ease. Workflows let you manage and prioritize projects, marketing campaigns, sales funnels, or any other processes. For example, you can use them to handle customer inquiries, track sales leads, and follow up on orders.

Creating a new workflow

Workflows are connected to specific contacts. From Contacts in your site's dashboard, create a new workflow with your own custom steps or use a ready-made template. Use cards and steps to visualize a lead or customer journey.

What templates are available?

To create a new workflow:

Go to Contacts in your site's dashboard.
Click the More Actions icon at the top right and select Workflows.
Click the New drop-down and select + Create Workflow.
Choose a template, or click + Start from Scratch to create your own custom workflow.
Click the workflow title to rename it.
Add steps and cards to build out your workflow.
- Steps: The steps in your workflow are the columns that visually represent steps in your project or process. Cards move from step to step as contacts progress through the workflow.
- Cards: Each step (or column) contains cards that are linked to a contact. Cards give you a visual understanding of where you stand with a contact or lead, as well as what still needs to be done. Once you've made progress with a contact, move them to the next step by dragging and dropping the card to the relevant column.

After building your workflow, it saves automatically. Use the drop-down next to the title to switch workflows.

Managing a workflow

After creating your workflow, you may need to make adjustments such as renaming the workflow, reordering cards, or deleting unnecessary steps.

To manage a workflow:

Go to Contacts in your site's dashboard.
Click the More Actions icon at the top right and select Workflows.
Click the drop-down next to a workflow title to choose the workflow you want to manage.

A screenshot of switching between workflows.

Choose what you want to do:

Add or remove a card

Reorder a card

Add or remove a step

Rename your workflow

Delete your workflow

Automating a workflow

Wix Automations can help you streamline your workflow by taking care of smaller tasks for you. You can create an automation to streamline your workflow in two ways:

'Card added or moved' as a trigger: Every time a card is moved from one workflow step to another, it triggers an automated response (e.g., sends an email, creates a task).
'Move a workflow card' as an action: Depending on your selected trigger (e.g., invoice paid) automate a workflow card moving from one step to another.

For example, you can create an automation that moves a workflow card and its linked contact to the "Paid & Completed" step once an invoice is paid.