What is Flow Builder?

Flow Builder is VoxPria’s powerful visual automation tool. Moreover, it allows you to create complex workflows without writing code. In this guide, we’ll introduce Flow Builder and show you what’s possible.

[Screenshot: Flow Builder interface showing visual workflow canvas] Alt text: VoxPria Flow Builder with drag-and-drop workflow designer

What is Flow Builder? #

Flow Builder is a visual workflow automation tool that connects different actions together. Additionally, it works like a flowchart where you drag and drop blocks to create automation.

Key Capabilities: #

• Connect calls, SMS, emails, and webhooks
• Add conditional logic (if/then statements)
• Integrate with external systems
• Schedule automated tasks
• Process data and make decisions

[Screenshot: Example flow showing trigger, action, and condition blocks] Alt text: Sample workflow in VoxPria Flow Builder with connected blocks

Why Use Flow Builder? #

Flows automate repetitive tasks and create seamless experiences. Furthermore, they work 24/7 without manual intervention:

Common Use Cases: #

• Post-Call Actions – Send SMS confirmation after appointment confirmed
• Lead Routing – Qualify leads and send hot prospects to sales team
• CRM Sync – Update Salesforce/HubSpot automatically
• Multi-Step Campaigns – Call, then SMS, then email sequence
• Appointment Scheduling – Book calendar slots automatically
• Payment Collection – Send payment links after call

Flow Components #

Flows are built from three main components. Moreover, understanding these helps you design effective automation:

1. Triggers (What Starts the Flow) #

• Call Ended – After call completes
• Form Submitted – When form filled out
• Schedule – At specific time/date
• Webhook Received – External system sends data
• Contact Added – New contact in database
• Manual – You start it manually

2. Actions (What Happens) #

• Make Call – Initiate voice call
• Send SMS – Send text message
• Send Email – Send email message
• Update Contact – Modify contact record
• Create Task – Add task to CRM
• Send Webhook – POST data to URL
• Wait – Pause for specified time

3. Conditions (Decision Points) #

• If/Then – Branch based on criteria
• Check Value – Compare data
• Time-Based – Different actions for business hours vs. after hours
• Contact Properties – Based on contact tags or fields

[Screenshot: Flow Builder blocks library showing available components] Alt text: VoxPria Flow Builder components palette with triggers, actions, and conditions

How to Access Flow Builder #

Flow Builder is located in the automation section. Additionally, you can create unlimited flows:

1. Go to FLOW AUTOMATION → Flow Builder
2. Click “Create New Flow”
3. Choose starting template or start from scratch
4. The visual canvas opens

[Screenshot: FLOW AUTOMATION menu with Flow Builder highlighted] Alt text: VoxPria FLOW AUTOMATION section showing Flow Builder menu option

Example Flow: Post-Call SMS #

Let’s walk through a simple example. Furthermore, this demonstrates how flows work:

Goal: #

Send SMS confirmation after customer confirms appointment during call.

Flow Steps: #

1. Trigger: Call Ended
2. Condition: If appointment was confirmed (check variable)
3. Action (Yes Branch): Send SMS with appointment details
4. Action (Yes Branch): Send webhook to Google Calendar
5. Action (No Branch): Add contact to follow-up list
6. End Flow

[Screenshot: Example flow diagram showing the post-call SMS workflow] Alt text: VoxPria flow diagram showing call-to-SMS automation workflow

Flow Templates #

VoxPria provides pre-built flow templates. Moreover, these help you get started quickly:

Popular Templates: #

• Appointment Confirmation – Send SMS after scheduling
• Lead Qualification – Score and route leads
• Payment Collection – Send payment link after call
• Survey Follow-Up – Email survey after call
• CRM Sync – Update Salesforce/HubSpot
• Multi-Touch Campaign – Call → SMS → Email sequence

Access templates by clicking “Flow Templates” in the Flow Builder sidebar.

Creating Your First Flow #

Here’s a quick overview of creating a flow. Additionally, we’ll cover this in detail in another article:

1. Click “Create New Flow”
2. Drag a Trigger block to canvas
3. Configure trigger settings
4. Drag an Action block
5. Connect trigger to action (drag between dots)
6. Configure action settings
7. Add more actions or conditions as needed
8. Click “Test Flow” to verify
9. Click “Activate Flow” to enable

Variables and Data #

Flows can access and use data from calls and contacts. Furthermore, this enables powerful personalization:

Available Data: #

• Contact Fields – Name, phone, email, custom fields
• Call Data – Duration, outcome, recording URL
• Agent Variables – Information collected during call
• System Data – Current date/time, campaign name

Example: Use {contact.first_name} in SMS to personalize message: “Hi {contact.first_name}, your appointment is confirmed!”

Monitoring Flow Execution #

Track how your flows are performing. Moreover, execution logs help with troubleshooting:

1. Go to FLOW AUTOMATION → Execution Logs
2. See every flow execution with timestamp
3. View which path was taken (if conditions involved)
4. Check for errors or failures
5. See data passed between steps

Best Practices #

• ✅ Start Simple – Begin with 2-3 step flows
• ✅ Use Templates – Customize existing flows
• ✅ Test Thoroughly – Always test before activating
• ✅ Name Clearly – Use descriptive flow names
• ✅ Add Notes – Document complex logic
• ✅ Monitor Logs – Check execution regularly

Learn more about workflow automation concepts and benefits.

Related Articles:

• Creating Your First Flow
• Using Webhooks in Flows
• Flow Templates Overview