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Workflows are available to teams on the Pro subscription.
Workflows let you automate multi-step processes. When a specific event occurs, such as a form submission, an inbound email, a qualified opportunity, a new contact, or a time on a schedule, a workflow starts a run and follows the steps you laid out: sending an email or a text message, placing an outbound call, posting to Slack, calling an external API, updating the contact, asking a teammate for approval, or letting AI pick the next path. Steps can wait for a reply, split into branches, and repeat for every item in a list, so one workflow can cover a whole process from first touch to follow-up. Workflows bring together your agents, forms, email channels, phone numbers, Slack workspace, contacts, and goals into a single automation layer, so you can build end-to-end processes without leaving the Dimedove dashboard. You find them under Workflows, in the Manage section of the sidebar.

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Key Features

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Event-Driven Triggers

Every workflow starts with a trigger: the event that starts a run. Dimedove provides 15 trigger types: webhook requests, manual runs from the dashboard (once, or once per row of an uploaded list), a recurring schedule, form submissions, inbound emails, calls, SMS, and Slack messages, qualified opportunities, human assistance requests, new and updated contacts, finished goals, approval decisions, and new notes. Most triggers accept optional filters to narrow which events start a run (for example, only a specific form, a specific phone number, or a specific agent). See Triggers for details on each trigger type and its filters.

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Steps That Branch, Wait, and Act

After the trigger, a workflow runs steps, laid out top to bottom on a visual canvas. Some steps split the run into branches (for example, True and False after a Condition), and each branch can hold its own steps. Dimedove provides 22 step types in six groups: Text fields support template variables for inserting data from the trigger. Message steps (Email, SMS, Call, Slack, and Notify teammate) can also be written for you: switch the step to Prompt mode, describe the message, and an agent writes it for each run. See Steps for details on each step type and its settings.

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Workflow Statuses

Workflows have three statuses that control their behavior:
  • Draft: The workflow has not been turned on yet and does not run. This is the status of every new workflow.
  • Live: The workflow is active and responds to trigger events. You turn it on with the switch in the workflow header once its changes are published.
  • Paused: The workflow is turned off. Its configuration is preserved, but trigger events do not start new runs, and runs already in progress are cancelled when they reach their next step.

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Drafts, Publishing, and Versions

Every change you make in the editor saves automatically as a draft. Drafts have no effect on the live workflow until you publish them, and a checklist makes sure the workflow is complete before you can. Each publish creates a new numbered version. Runs in progress finish on the version they started with, and every run records the version it ran on, so you can always see exactly what a run executed. See Configuration for building, publishing, and managing workflows.

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Template Variables

Template variables let you pass dynamic data from the trigger into your steps. Use double curly braces to reference values:
  • {{trigger.body.field_name}}: A field from the trigger event data
  • {{trigger.headers.Header-Name}}: A request header (webhook triggers)
  • {{trigger.query.param}}: A query string parameter (webhook triggers)
  • {{loop.item}}: The current item, for steps inside a Loop
Template variables support dot notation for nested access (e.g., {{trigger.body.user.name}}) and array index access (e.g., {{trigger.body.items.0.name}}). A variable that has no value becomes empty text. See Configuration for more details on using template variables.

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Runs and Analytics

Every workflow execution is recorded as a run:
  • Run history: The Runs tab lists every run with its status, trigger, the version it ran on, duration, step progress, and credits
  • Run logs: Inspect the trigger data, each step’s input and output, the branch it took, any waits, and error messages, or view the run drawn on the workflow canvas
  • Run controls: Cancel a run in progress, or retry a finished run with the same trigger data
  • Analytics: The Overview tab charts runs over time, with total runs, success rate, and average duration

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Credits

Workflow runs consume credits: each run that starts uses a base amount, plus credits for each step it completes. Steps that use AI, such as messages written in Prompt mode, AI summary, and AI decision, use more credits than simple sends, while Wait and Logic steps do not add to the cost. Contact enrichment is priced by the data it looks up and appears as its own Enrichment line in your usage. Steps that fail add nothing beyond the base. Each run shows the credits it used in the Credits column of the Runs tab and in its run logs once the run finishes. Your team’s totals appear under Settings > Usage > Credits, where workflow runs are listed with the activity Workflows and the workflow’s name under Consumed by. Text messages and call minutes are also metered as telephony usage.

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Inbox Integration

When Email, SMS, or Call steps are sent through agent-assigned channels, they automatically create conversations in your Inbox. These conversations show the workflow origin, with a direct link back to the specific workflow run that created them. Your agents can then continue the conversation with the recipient through the Inbox, so workflows can start outreach that turns into agent-powered conversations. See Inbox Chats for more on managing conversations. Workflows are built to act once, respect opt-outs, and stop when you tell them to:
  • No duplicate sends: When a step is retried automatically after a temporary problem, messages that already went out are not sent again. If Dimedove cannot tell whether a send went out, the step fails with an unknown outcome instead of risking a duplicate.
  • Automatic pacing: Emails, text messages, calls, Slack messages, HTTP requests, and tool runs are paced automatically to respect provider limits, so runs can take longer during bursts of activity. A send that still cannot go out after several hours fails instead of going out late.
  • Opt-outs: Numbers that texted STOP to your team are never texted or called by a workflow, and blocked contacts are never texted. Every workflow email carries a one-click unsubscribe link, and addresses that unsubscribed are skipped.
  • Emergency stop: While an Emergency stop or a pause of agent work is in force under Settings > Goals, workflow emails, text messages, and calls do not go out. See Goals settings.
  • Working hours: Workflow SMS and Call steps are not held for your working hours. To hold a run until your team is open, use a Delay step with Business hours only turned on.
  • Pausing and deleting: While a workflow is paused, its runs in progress are cancelled when they reach their next step, including runs that were in a delay or a wait when you paused it. Deleting a workflow stops its open runs.
  • Trigger rate limit: Up to 100 events per minute per team can start runs. Every event of a type a workflow can react to counts, whether or not a workflow uses it, while manual runs and list runs do not. Above that, webhook requests receive 429 Too Many Requests, and other events do not start runs.

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Limits

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Benefits

  • End-to-End Automation: Connect platform events directly to outbound actions and follow-ups without leaving Dimedove
  • Cross-Channel Orchestration: Send email, SMS, voice, Slack, and HTTP from any event source on your platform, and branch on what happens next
  • Human in the Loop: Notify teammates, pick the next teammate in turn, or wait for their approval before a step goes out
  • Full Visibility: Every run is logged step by step, with its version, credits, and outcome
  • Inbox Visibility: Steps that create conversations appear in your unified Inbox alongside all other channels