Get to know the essential nodes of your workflow
(standard to all Morf workflows)
This specifies what event will kick off the workflow, e.g. Healthie - Appointment, Feathery - Form Response, Morf - Track. Inputs differ by source, but you may optionally specify the event type and any custom conditional logic via CEL. Find Morf’s webhook URL on the Connect tab which can be used to register webhooks in third-party tools. Morf’s Track trigger allows you to build workflows triggered by structured event and profile data sent to Morf.
(standard to all Morf workflows)
Based on identifying information on the payload, we’ll attempt to match this event to an existing Morf profile. Clicking on the profile lookup node in your workflow editor will display the different execution routes based on your configuration.
(standard to all Morf workflows)
Map values on the payload to profile IDs and properties. Establish criteria for profile merging based on phone number and email.
From here on out, you’re the in the drivers seat! Use Morf’s library of logic, third-party actions, and Morf actions to build custom automation to fit your needs. See different types of nodes you can add to your workflow below.
provider_id