Skip to main content
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.

​
Rename your workflow

In the Build tab, click the three-dot menu in the top right corner and select Update workflow details. Give your workflow a name and brief description.

​
Configure your trigger node

A trigger is the event that starts a workflow execution — for example, an appointment scheduled in Healthie or a form submission in Morf Forms. In the trigger node, select which event type(s) will start the workflow and set any conditions that must be true for the workflow to run. Use CEL to define custom conditions.

​
Establish profile lookup logic

The profile lookup connects the incoming event and workflow execution to a Morf profile, giving downstream steps a profile to read from and write to. See Profile Lookup for a full explanation of how to configure lookup sequences, fallback options, and best practices.

​
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.

​
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!