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.
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.
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.
Configure actions
Add one or more actions. Distro runs them in order.
Slack message
Select a Slack channel
Write the message content
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
Set the subject
Write the body
Add placeholders
This action isn’t available for form_submitted or prospect_disqualified.
There’s no assignee yet.
Email to specific people
Enter recipient emails (comma-separated)
Set the subject
Write the body
Add placeholders
Webhook
Enter the receiving webhook URL
Add a signing secret (optional)
Add custom headers (optional)
For webhook details and payload examples, see Webhook payloads.
Save your workflow
Give it a clear name. Example: “Slack alert for enterprise bookings”.
Click Save.
New workflows start inactive. Toggle active when ready.
Test your workflow
Click Test Workflow in the editor.
Select a sample resource (booking or submission).
Use Preview to render without sending.
Use Send Test to send a real test notification.
Send test behavior:
Slack: sends with
[TEST]prefixEmail: 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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