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Troubleshooting: Automation Workflows

Workflow not triggering

  1. Confirm the workflow status is Active and the last change was saved with Publish this version now.
  2. Check the trigger matches the real event. Message Received via Email only fires for senders who are already contacts. Triggered from Broadcast must be attached to the broadcast.
  3. For store events, verify the event was received (21. External Integrations).
  4. Open Last 10 executions. A run that ended after a FALSE condition did trigger; the condition just didn’t match.

WhatsApp auto-reply works for some people but not new numbers

  • The first step must be Add/Upsert Contact. Without it, steps fail with "…requires a contact context" for numbers that are not contacts yet (11.11).

Auto-reply never matches

  • Message Matches with Contains and a long sentence rarely matches what people type. Use short keywords and Equals for commands (11.20).

Customer got two replies

  • Two active workflows on the same trigger both run. Combine them with conditions.
  • Store events fire their specific trigger and External Integration Event Received (11.8).

Workflow execution failed

  1. Open Last 10 executions on the Workflow List and read the failed step’s message.
  2. Match it in Errors While a Workflow Runs. Common causes: no contact (add Add/Upsert Contact), plain-text WhatsApp outside the 24-hour window (use a template), template no longer approved, contact without email, or no mailbox.
  3. Fix the cause, then Retry failed execution to resume from the failed step.

"N step(s) are not connected to the flow" when saving

  • Connect each listed step from Start or an earlier step, or delete it (11.5).

"Check before saving" appears

  • The designer spotted a likely mistake, for example a contact step without Add/Upsert Contact before it. Read each point; Save anyway only if it is intended (11.24).

Delay not advancing

  • Due runs are processed periodically. Wait a few minutes. If a run is stuck for more than an hour, contact support.
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