Trigger a Workflow on Contacts
Before you begin
Section titled “Before you begin”Only active contact workflows are available to start. If the picker says No active workflows, activate a contact workflow first, from the Workflows tab of Automations. The exact actions available also depend on your organization’s Automations access.
Start one workflow for selected contacts
Section titled “Start one workflow for selected contacts”Use this path when the same workflow should begin for a group of contacts.
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Select contacts
Open Contacts, filter the list if needed, then select the rows to include.
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Open Trigger workflow
Choose More → Trigger workflow from the bulk action bar.
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Choose one active workflow
The bulk picker is a single-workflow selection. Choose the workflow, review the contact count, then select Trigger workflow.
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Wait for the enrollment result
Goliath first confirms that the selected contacts are entering the workflow. When processing finishes, it updates the result with the contacts that were actually enrolled or could not be enrolled.
Start workflows from one contact record
Section titled “Start workflows from one contact record”Use this path when you are working with an individual contact and may need to start more than one workflow.
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Open the contact
Select the contact from Contacts.
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Open Workflows
In the contact activity header, select Workflows. This control shows the contact’s existing workflow state.
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Choose Start a workflow
Select Start a workflow, choose one or more active workflows, then select Start.
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Review the result
Return to Workflows to review active, paused, and completed runs. From this panel you can open a run, and use the available controls to pause or resume it.
Re-running a workflow
Section titled “Re-running a workflow”Goliath checks the contact’s current enrollment before starting a workflow. If your selection includes a workflow the contact has already completed, it asks for confirmation instead of silently starting it again. Review that confirmation carefully: a rerun can repeat the workflow’s configured actions.