On the workflow tab of the admin dashboard, click + Workflow in the top right corner. Select a trigger from Morf’s library and click Create Workflow. You’ll be directed to the workflow editor, where we’ve gotten things started for you.

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Rename your workflow

Click the workflow name in the top banner. Give your workflow a name and brief description. Use tags to categorize workflows by things like source, destination, or type. Click Save Changes.

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Configure your trigger node

Specify an event’s conditions and event type(s) that will trigger the flow. Use CEL to define custom conditions.

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Establish profile lookup logic.

  • Select which profile type(s) will trigger the workflow.
  • Select a field on the payload to match to an identifier on a Morf profile. Click the + button to add another lookup condition. If more than one lookup is specified, profiles will be searched by identifier in the order listed. Third-party application IDs should be used as the profile lookup when applicable.
  • Indicate how the workflow should proceed should a lookup field not be on the payload.
    • Error; the event will not proceed through the workflow and will appear as an error in the monitoring page.
    • Skip to the next lookup in the sequence
    • Terminate the workflow gracefully; the event will not proceed through the workflow and will not appear in the monitoring page.
  • If no profile is found, choose how the workflow should proceed.
    • Retry (up to 10 times)
    • Create Lead
    • Create Patient
    • Error; the event will not proceed through the workflow and will appear as an error in the monitoring page.
    • Terminate workflow gracefully; the event will not proceed through the workflow and will not appear in the monitoring page.

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Update the Morf profile

Map values on the event payload to properties and identifiers on the Morf profile. Store contact information, third party IDs, and custom property values to the profile.

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Customize your workflow & deploy

Use Morf’s library of logic, third-party actions, and Morf actions to build custom automation to fit your needs. Deploy the workflow to see your automation in action!