Use a Launch New Flow: Dynamic steptype to send your team to different Flows based on criteria that you define. This is handy if you have a field in your CRM that you can use to automate the decision on which Flow to launch into. For each Flow to choose from, you’ll need to add a new criteria line for each.

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Step Configuration

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Order

Use this field to decide the order of the Flows to move into.

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Match Template

Use this field to pull in the field that contains the information you want to run a condition against. Use the button to select a field in any of your systems connected to FlowEQ.

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Criteria

Select Equals or Contains from the dropdown. Equals require an exact match, case included. Contains does not require an exact match and is not case sensitive.

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Value

Enter the value that should equal or be contained within the Match Template. You can hard code a value here, or again use the button to pull in a detail from your FlowEQ-connected systems.

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Launched Flow

When your Match Template equals or contains your Value, use this dropdown to select which Flow your team should be moved into.

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Example

  • Let’s say your team has two different products: Hoverboard and E-Bike.
  • You already have two Flows that create return shipping labels for these two products:
    • Create Hoverboard Shipping Label
    • Create E-Bike Shipping Label
  • Your CRM has a ticket field called Product Name
  • You want to automatically send your team to the right Flow to create the right shipping label based on which product is shown in the Product Name field.
In this case, you would configure two different Criteria Rows for each of the different products: 1st Criteria Row
  • Match Template = Select the Product Name field
  • Criteria = Equals
  • Value = Hoverboard
  • Launched Flow = Create Hoverboard Shipping Label
2nd Criteria Row
  • Match Template = Select the Product Name field
  • Criteria = Equals
  • Value = E-Bike
  • Launched Flow = Create E-Bike Shipping Label
When configured like this, if the Product Name field contains “Hoverboard”, the Flow will automatically send your team into the Create Hoverboard Shipping Label Flow. If the field says “E-Bike”, it will send your team into the Create E-Bike Shipping Label Flow instead.