Create a New Workflow

This guide walks you through building a workflow from scratch. By the end, you will have an automated sequence that fires whenever a specific call or SMS event occurs.

Before You Start

• You need a Pro plan or above.
• You need Admin or Manager permissions.
• Make sure the integration you plan to use (CRM, Slack, email) is already connected under Settings → Integrations.

Step 1: Open the Workflow Builder

1. Go to Settings → Workflows in your JustCall dashboard.
2. Click + Create Workflow in the top-right corner.
3. Give your workflow a descriptive name, such as "Missed Call → Follow-Up SMS."

Step 2: Choose a Trigger

Select the event that starts the workflow:

• Call Completed — Fires after any call ends.
• SMS Received — Fires when an inbound text arrives.
• Missed Call — Fires when a call goes unanswered.
• Voicemail Received — Fires when a caller leaves a voicemail.

Click the trigger tile to select it. The builder will display the data fields available from that event.

Step 3: Set Conditions (Optional)

Conditions let you narrow when the workflow runs. Click + Add Condition and configure one or more filters:

• Phone number — Run only for a specific JustCall number.
• Agent or agent group — Limit to certain team members.
• Time window — Run only during or outside business hours.
• Disposition code — Match a specific call outcome.
• Tags — Run only when a contact has a certain tag.

Use AND to require all conditions, or OR to match any one of them.

Step 4: Define Actions

Click + Add Action and choose what should happen:

• Send SMS — Compose a text message to the caller. Use merge fields like {{caller_name}} and {{agent_name}}.
• Create Task — Generate a follow-up task assigned to the agent or a manager.
• Update CRM — Push call details, notes, or disposition to your connected CRM.
• Notify Agent — Send an in-app or email notification to the assigned agent.

You can add multiple actions. They execute in order from top to bottom.

Step 5: Test and Activate

1. Click Test Workflow to simulate the trigger with sample data. Review the output in the execution log.
2. Fix any errors the test surfaces (missing fields, authentication issues).
3. Toggle the workflow to Active when you are satisfied.

Tips for Reliable Workflows

• Start with a single action, confirm it works, then add more.
• Use descriptive names so your team can audit workflows at a glance.
• Check execution logs weekly to catch silent failures.
• Duplicate an existing workflow instead of rebuilding when you need a variation.

Your workflow is now live. JustCall will execute it automatically every time the trigger conditions are met.