Branching Logic

The Pocus workflow builder allows you to create branched workflows that execute different actions based on conditional logic. You can access this in the workflow builder by hitting Add Step and navigating to the Advanced Logic tab.

There are three types of branches that you can create: conditional branching, prior step branching, and random split. Conditional branching allows you to define the criteria that sends records down each branch path. Prior step branching responds to the outcome of the previous step. And random split randomizes the path that a given record takes.

In the example above, you might define a conditional branch that checks for specific criteria. If they're met, then the record would be surfaced in a rep's inbox. If the criteria aren't met, the record would be marked done, to indicate that it met the playbook criteria but ultimately did not surface in an inbox.