> For the complete documentation index, see [llms.txt](https://docs.mercuri.cx/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mercuri.cx/features/flows.md).

# Flows

**Flows** in Mercuri allow you to automate actions based on events happening in your store or platform.

For example:

* Send a WhatsApp message when a **new order is created**
* Send reminders when a **booking is scheduled**
* Follow up when a **cart is abandoned**

Instead of manually sending messages or notifications, **Flows automatically trigger actions when specific events occur.**

***

### How to Create a Flow

#### Step 1: Open Flows

1. Go to **Flows** in your Mercuri dashboard.
2. Click **Create Workflow**.

<figure><img src="/files/ZhOwLex7exCkFbLIaflB" alt=""><figcaption></figcaption></figure>

***

#### Step 2: Name Your Workflow

At the top left, enter a **Workflow Name**.\
By default, the name may be automatically populated based on the selected trigger.

Examples:

* Order Confirmation Flow
* Cart Recovery Flow
* Booking Reminder Flow

Giving a clear name helps you easily identify the automation later.

***

#### Step 3: Add a Trigger

Every workflow starts with a **Trigger**.

A **trigger** is the event that starts the workflow.

To add a trigger:

1. Click **Triggers**.
2. Select the trigger based on your connected platform.

<figure><img src="/files/ljGrN3XYP4ij2ikU94SH" alt=""><figcaption></figcaption></figure>

***

#### Step 4: Add Logic (Optional)

After selecting a trigger, you can either:

* Add an **Action** directly, or
* Add a **Wait or Condition (Logic Node)** to control how the workflow runs.

Logic helps you create **conditional workflows**, so messages are sent only when specific conditions are met.

To add logic:

1. Click the **Plus** icon present on the **Trigger** Node.
2. Select one of the available logic options.

<figure><img src="/files/DGcFanjxv3IgtNhfkwa2" alt=""><figcaption></figcaption></figure>

<mark style="color:blue;">**Condition**</mark>

A **Condition** allows the workflow to branch based on specific rules.

Examples:

* Send a message **only if payment status is unpaid**
* Send a notification **only if order value is greater than ₹1000**

When configuring a condition:

1. Select the **field** (for example, Payment Status).
2. Choose a **comparison rule** (equals, not equals, greater than, etc.).
3. Select the **value from the dropdown**.

`Example condition: Payment Status ≠ Paid`&#x20;

This means the workflow will continue only if the payment is **not completed**.

<figure><img src="/files/GiIWI9lI1GaBeiZ4sduO" alt=""><figcaption></figcaption></figure>

4. You can also click **Add Condition** to include multiple rules.
5. After configuring the conditions, click **Save Conditions**.

***

<mark style="color:blue;">**Delay**</mark>

A **Delay** pauses the workflow for a specified amount of time before continuing.

Examples:

* Send a reminder **30 minutes after cart abandonment**
* Send a follow-up message **1 day after order creation**

This helps you control **when the next action should happen**.

<figure><img src="/files/EQFdIWjg9ZBXBwT82yfA" alt=""><figcaption></figcaption></figure>

***

#### Step 5: Add an Action

After the logic node (or directly after the trigger), you can add an **Action**, such as:

* Send a **WhatsApp message**
* Send an **SMS message**

The workflow will execute the action only when the trigger and conditions are satisfied.

<figure><img src="/files/ZRTFYh8pAhDSxVxfyfPx" alt="" width="563"><figcaption></figcaption></figure>

{% tabs %}
{% tab title="Different Available Actions " %}

#### <mark style="color:$primary;">1. Sending a WhatsApp Message</mark>

<figure><img src="/files/SjmUFgNR4LZANXUeRAtt" alt="" width="375"><figcaption></figcaption></figure>

If you select **WhatsApp**, you will need to configure the message.

**Step 1: Select Phone Number**

Choose the **WhatsApp number** connected to your Mercuri account.\
This is the number from which the message will be sent to customers.

**Step 2: Select Template**

You will see a list of **approved WhatsApp templates**. These templates are pre-approved messages that can be sent automatically through workflows. You can use the **search bar** to quickly find a template.

**Step 3: Save Configuration**

After selecting the template:

1. Click **Save Configuration**.
2. The action will be added to the workflow.

***Once the workflow runs, the selected WhatsApp message will automatically be sent whenever the trigger occurs.***

***

#### <mark style="color:$primary;">2. Sending an SMS Message</mark>

<figure><img src="/files/EMAQcIJn5zARDChY7oP5" alt="" width="375"><figcaption></figcaption></figure>

If you select **SMS**, the process is similar:

1. Select **SMS** under Actions.
2. Choose the **SMS template** you want to send.
3. Click **Save Configuration**.

***The SMS will automatically be sent whenever the workflow is triggered.***
{% endtab %}
{% endtabs %}

***

#### Step 5: Managing the Workflow

After adding triggers, logic, and actions:

1. Turn **Workflow ON** to activate the automation.
2. Click **Save Changes** to apply the workflow.

Once saved and activated, the workflow will automatically run whenever the trigger conditions are met.

***

{% hint style="info" %}
⚠️ **Trigger Replacement Behavior**

A workflow can have **only one trigger at a time**.\
If you select a new trigger, the **previous trigger will automatically be replaced** by the newly selected one.

***For example:***\
If your workflow already uses **Order Created** as the trigger and you select **Cart Abandoned**, the **Order Created trigger will be overridden**.

Please review the trigger carefully before changing it to avoid accidentally modifying the workflow behavior.
{% endhint %}