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Create a Workflow

Set up automated Slack, email, and webhook notifications.

Create a workflow to send Slack, email, or webhook notifications on key events.

You’ll connect a trigger to one or more actions. Actions run in order.

Only workspace admins can create and manage workflows.

1

Navigate to Workflows

Click Workflows in the main sidebar.

Click New Workflow.

2

Select a trigger

Choose the event that runs your workflow.

Available triggers:

  • Form Submitted — Prospect submits a router form

  • Prospect Disqualified — Prospect is disqualified by routing rules

  • Prospect No Booking — Prospect doesn’t book after form submission

  • Meeting Booked — Meeting is scheduled

  • Meeting Rescheduled — Meeting time changes

  • Meeting Cancelled — Meeting is cancelled

  • Before Meeting — A set time before the meeting starts

  • After Meeting — A set time after the meeting ends

  • Meeting Completed — Meeting is marked complete

  • Meeting No Show — Attendee is marked as no-show

For Before Meeting and After Meeting, set a time offset in minutes.

3

Select a source type

Choose what the workflow applies to:

  • Routers — Form router events

  • Click Routers — Click router events

  • Booking Links — Personal booking link events

  • Group Meeting Links — Group meeting link events

Available triggers change based on the source type.

Example: form_submitted is only available for Routers and Click Routers.

4

Select specific sources (optional)

Decide how broad the workflow should be:

  • All sources — Run for every source of the selected type

  • Selected sources — Pick specific routers, booking links, etc.

Use this for targeted workflows.

Example: only notify on bookings from your “Enterprise Demo” router.

5

Configure actions

Add one or more actions. Distro runs them in order.

Slack message

  1. Select a Slack channel

  2. Write the message content

  3. Add placeholders like {{attendee.name}}

The Distro Slack app must be installed and connected via OAuth.

Invite the bot to the channel before sending.

Email to assignee

  1. Set the subject

  2. Write the body

  3. Add placeholders

This action isn’t available for form_submitted or prospect_disqualified.

There’s no assignee yet.

Email to specific people

  1. Enter recipient emails (comma-separated)

  2. Set the subject

  3. Write the body

  4. Add placeholders

Webhook

  1. Enter the receiving webhook URL

  2. Add a signing secret (optional)

  3. Add custom headers (optional)

For webhook details and payload examples, see Webhook payloads.

Save your workflow

  1. Give it a clear name. Example: “Slack alert for enterprise bookings”.

  2. Click Save.

  3. New workflows start inactive. Toggle active when ready.

Test your workflow

  1. Click Test Workflow in the editor.

  2. Select a sample resource (booking or submission).

  3. Use Preview to render without sending.

  4. Use Send Test to send a real test notification.

Send test behavior:

  • Slack: sends with [TEST] prefix

  • Email: sends to you only

  • Webhook: includes X-Distro-Test: true

Using placeholders

Placeholders are replaced with real data at send time.

Attendee

  • {{attendee.name}} — Full name

  • {{attendee.email}} — Email

  • {{attendee.company}} — Company

Booking

  • {{booking.title}} — Meeting title

  • {{booking.start_time}} — Meeting start time

  • {{booking.uuid}} — Booking ID

Assignee

  • {{user.name}} — Assigned user’s name

  • {{user.email}} — Assigned user’s email

Submission

  • {{submission.form_data}} — Form field responses

Manage workflows

From Workflows, you can:

  • Toggle active/inactive

  • Edit triggers, sources, and actions

  • Duplicate a workflow

  • Delete a workflow

  • View history for failures and retries

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