Merge two steps within your automation workflow

In your automation workflow, you might sometimes need to connect two steps within your workflow. Our platform lets you merge two steps in your automation. To create a merge between two steps, your flow needs to have been split. For example, this is possible when using a Filter (If condition / Else) step.

To merge two steps within your automation:

  1. Click the arrow icon below the last step in a part of your automation's workflow, which you wish to connect to a future step in another part of your workflow.merge_steps_within_automation_1.png
  2. Keeping the icon clicked, drag and drop it onto the step you wish to make the connection to.merge_steps_within_automation_2.png
  3. Once you drop it onto a step, a new merge step, bearing the label Then go to another step, will be created at the point within the workflow that you clicked on the arrow button. You have now connected two steps in your automation's workflow that were originally not connected, allowing you to move forward in the way that you have chosen.
    Once your flow reaches the step Then go to another step, your flow will continue running from the step that is connected with the step Then go to another step, and onwards.
  4. Leave your cursor on the step you connected, so that the link between the two steps lights up, making it easier to discern within your workflow.merge_steps_within_automation_3.png