Every workflow step type

These are the cards you can add in the workflow builder. Each one runs on its own timing (immediately, after delivery, or after scan, plus an optional delay).

• Send box — ships the physical box. Usually the first step; the rest of the workflow keys off its delivery and engagement.
• Engagement trigger — a wait-for-event card. The run parks here until the recipient does the configured thing (first watch, watched to the end, came back, and so on), then continues.
• Send email — sends a follow-up email to the recipient from your connected Gmail account, so it comes from a real inbox.
• Slack alert — posts to your connected Slack when the step runs.
• Webhook call — POSTs the send’s data to any endpoint you provide.
• HubSpot action — updates HubSpot: log activity or move the deal along, based on the action you configure.
• Notify team email — emails your own team (the assigned rep or workspace admins), not the recipient.
• CRM task — creates an in-app task for the assigned rep inside Boxli.
• Condition — checks delivered, engaged, or watched percentage within N days and forks the workflow into yes/no branches.
• Recipient notifications — controls the shipping emails the recipient gets (announcement, shipped, out for delivery, delivered).
• LinkedIn — creates a manual task prompting the rep to reach out on LinkedIn. Automated LinkedIn sending is not built in yet.

Related articles

• The workflow builder
• Engagement trigger cards vs. alert rules
• Send workflow emails from Gmail
• Campaigns, explained
• Starting from a template