Insert client details

Steps can use details from what started the workflow and from earlier steps, such as the client's first name, the invoice number or the booking time. Each detail fills in for every run, so one email works for every client.

Insert a detailCopy Anchor Link

1. Select the step and click into a text field, such as an email's subject or message.
2. Type /, or select Insert workflow data.
3. Search or pick a detail. They're grouped by where they come from, such as what started the workflow or Created by previous action.
4. Hover over the chip that appears to check where it Comes from and see an example.
5. If the chip warns "This can be empty for some clients", select it and fill in If empty, use….

You're done when a test shows the email or task with real details filled in.

Example: a friendly overdue reminderCopy Anchor Link

For a workflow that starts with Invoice overdue, write the email subject as:

Invoice [invoice number] is now due

and start the message with "Hi [client first name]", inserting each detail with /. Set If empty, use… on the first name to there, so the greeting reads "Hi there" when a client has no first name saved.

Good to knowCopy Anchor Link

• Only details available at that point in the workflow are listed. If one is missing, check that the step that provides it comes earlier in the same path.
• Fields that point to something in your workspace, such as a form, booking page, teammate or project template, show a list to pick from. You never need to type an ID.
• If something you picked is later deleted, the step shows Needs setup so you can choose another.

RelatedCopy Anchor Link

• Create a workflow
• Test a workflow