BuildPass

Follow these steps to build, configure, and activate a workflow in BuildPass.

How to create a workflow in BuildPass

Use scheduled workflows to automate reminders, follow-ups, and recurring checks in BuildPass.

Scheduled workflows and reminders

Control workflow paths by routing execution based on conditions.

Using branch blocks in workflows

Pause workflows until a condition, time, or date is met before continuing.

Using wait blocks in workflows

Workflows automate communication and actions in BuildPass based on events or schedules.

What is a workflow in BuildPass?

Use action blocks to send emails, notifications, and SMS messages from workflows.

Workflow action blocks

Learn the difference between event-based and scheduled triggers in BuildPass workflows.

Workflow triggers explained

View, update, publish, and archive workflows throughout their lifecycle.

Managing workflows in BuildPass

Send workflow email and SMS notifications to people outside BuildPass, including clients, engineers, and project contacts.

Send workflow notifications to external recipients and project contacts

Automatically include a PDF attachment when sending workflow email notifications, and optionally include a PDF download link in SMS messages.

Send a PDF with your workflow notifications

Joe Hatchett

Gilad Goldman

Automated correspondence triggered by activity in BuildPass

Workflows

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