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Workflows automate repeatable work across calls, contacts, and integrations. Start from a trigger, add actions and conditions in the visual builder, and keep contact records, CRMs, and external systems up to date automatically. The steps below use Call ended as the example trigger.

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Create a workflow

1

Open Workflows

Go to Workflows in the telli dashboard. The list shows your workflows, run counts, triggers, statuses, and last update times.
2

Click Create Workflow

Click Create Workflow to open the creation dialog.
3

Name and describe the workflow

Give the workflow a clear name and optional description. Use a name that describes the result, such as “Send call summary to CRM” or “Update lead status after call”.
4

Select a trigger

Choose the event that should start the workflow. For this guide, select Call ended to evaluate the workflow after a completed call.
5

Configure the trigger

Fill in the settings required by the trigger. For Call ended, select the agent and the call statuses that should start this workflow.
6

Add workflow blocks

Use the + button on the canvas to add action and condition blocks after the trigger.
7

Publish the draft

Click Publish when the trigger and required blocks are configured. Publishing creates the version telli can use for new workflow runs.
8

Enable the workflow

Turn the workflow Enabled. Disabled workflows keep their draft and published versions, but do not run automatically.

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Choose which ended calls start the workflow

The Call ended trigger uses your selected call statuses as an OR filter. An ended call starts the workflow once when it matches any selected status. After selecting the statuses that may enter the workflow, use Status or Has follow-up in an If / else or Switch block to route them to different actions. Failed, unknown, and unfinished calls do not start a call-ended workflow.

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Add workflow blocks

Blocks define what the workflow does after the trigger. Add them from the canvas, configure each block in the side panel, and use conditions when different call results should follow different paths.
Action blocks perform work outside the workflow branch itself:

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Publish, enable, and edit

Workflow edits are saved as a draft while you work. Publishing turns the current draft into the version telli uses for new runs.
Use the draft while you are building or changing a workflow. If the builder highlights incomplete or broken blocks, configure those blocks before publishing.

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Test and monitor runs

Run a workflow manually before relying on automatic execution. Manual runs use the published workflow and let you test it against a real completed call.
1

Open the workflow

Open the workflow you want to test.
2

Go to Runs

Select the Runs tab in the workflow builder.
3

Click Run manually

Click Run manually. This action is available after the workflow is published and a trigger agent is selected.
4

Choose a completed call

Select one of the completed calls from the trigger agent.
5

Click Run workflow

Click Run workflow to create the run.
6

Review the trace

Open the run details to see which blocks ran, which branches were used, and where a failure happened if a block did not complete.
The Runs tab shows completed, failed, and running workflow runs. Manual runs appear in the history with a Manual label.

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Common examples

Use Call ended with a Webhook block when another system needs call details after a completed conversation.This is useful for CRMs, data warehouses, or automation platforms that should receive call summaries, contact fields, call outcomes, or collected data.
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