This guide will walk you through how to use the workflow feature in the TakeApp application. The workflow feature allows you to automate actions such as sending WhatsApp messages or emails to customers or staff members.

Step 1: Start from the admin dashboard. Navigate to Settings.

Step 2: Locate the Workflow section.

Step 3: Click on Create Workflow.

Step 4: Specify the trigger event for the workflow. Select Order Confirmed as the trigger.

Step 5: Choose the action to be performed when the order is confirmed. Select Send WhatsApp and Template: Order Notification to Staff.

Step 6: Input the staff member's phone number and save the workflow

The workflow is now saved and ready for testing.

Step 8: To test the workflow, navigate to Orders and locate an unconfirmed order.

Step 9: Change the order status to Confirmed. The staff member whose phone number you entered should receive a WhatsApp message with the order details.

You can create multiple workflows for different scenarios. For example, you can set up a workflow to send an email to a specific customer when their payment is confirmed. Check example setting below.

When a payment is confirmed, a confirmation message will automatically be sent to the chosen recipient.

Understanding workflow triggers and events to automate your notification. In this guide, we will focus on a basic workflow with 4 triggers and 3 corresponding events.

Triggers:

Events:

Example Scenario:

This guide provides a basic framework for implementing a workflow with triggers and events, allowing for efficient automation and communication in various systems.