The Control section empowers flow builders with greater flexibility and precision in managing complex workflows. With features like Conditional branching, Automations, Decision branching, Shadow Flow, and more, the Control section provides powerful options to support multiple paths, supporting processes, and interaction with external systems.
With the control section, businesses can fine-tune workflows, automate processes, and dynamically adapt to different scenarios, ensuring actions are executed efficiently and workflows remain structured and effective.
What's in the Control Section
Automations
Automations streamline business processes by reducing manual effort and enabling seamless integration between Moxo and external systems. Specific actions within a Moxo flow can automatically trigger corresponding actions in third-party applications or other Moxo workflows. For example, an automation can update a CRM entry, send an invoice, or trigger a compliance review upon task completion. Outgoing webhook automations facilitate cross-platform synchronization, ensuring workflows stay aligned and operational tasks happen without manual intervention.
Conditional Branch
The Conditional Branch feature increases workflow adaptability by allowing flow builders to set predefined conditions that determine the next steps in a process. Conditions can be based on user inputs, data values, or external triggers, ensuring that workflows adjust dynamically to different scenarios. This feature helps businesses consolidate multiple workflow variations into a single flow, automatically adapting the steps shown based on specific criteria. For instance, a financial services firm can send clients down different onboarding paths based on their investment profile, reducing complexity while maintaining structured workflows.
Decision Branch
The Decision Branch feature automates workflow routing based on simple user inputs, such as 'yes' or 'no' answers. This ensures that the appropriate actions appear without manual intervention, reducing complexity and improving efficiency. For example, an accounting firm can adapt tax filing workflows based on a client's service selection, or a marketing agency can modify workflow steps depending on the client’s chosen package. Decision Branching enables businesses to maintain a single workflow template that dynamically adjusts for different user needs.
Shadow Flow
Shadow Flow enables the seamless execution of parallel supporting workflows alongside the main process. This feature is particularly useful for managing internal steps, coordinating approvals, or handling background tasks without disrupting the primary workflow. For example, during client onboarding, implementation prep and compliance reviews can run as separate supporting flows without cluttering the main process. Similarly, document reviews involving multiple departments can be handled in parallel, ensuring efficient coordination while maintaining structured workflow progression. Shadow Flow enhances operational efficiency by allowing selective visibility into certain steps while keeping the primary workflow streamlined.
Wait
The Wait feature ensures that workflows progress in a structured and reliable sequence by pausing at key points until specific actions are completed. This prevents errors, missed steps, and process bottlenecks by clearly indicating when a workflow is waiting for an external event, such as client approval in a shadow flow or payment confirmation. Wait integrates seamlessly with Shadow Flows, ensuring that dependent processes fully complete before moving forward. By providing visibility into workflow status, the Wait feature improves process transparency and helps teams stay aligned without confusion over stalled progress.