Build Powerful Automations with RocketFlow

What is RocketFlow?

RocketFlow is Rocket+'s workflow automation engine. It lets you build complex multi-step automations using simple JSON definitions.

Think of it as "If This Then That" but way more powerful.

Core Concepts

Workflows

A workflow is a series of steps that execute in order. Each step can:

• Call CRM APIs
• Send messages
• Update records
• Make HTTP requests
• Run conditional logic

Steps

Each step has:

• Type - What action to perform
• Config - Parameters for the action
• Conditions - When to run (optional)
• On Success/Failure - What to do next

Variables

Pass data between steps using variables. Reference previous step outputs in later steps.

Example Workflow

Here's a simple lead follow-up workflow:

{
  "name": "New Lead Follow-up",
  "trigger": "contact_created",
  "steps": [
    {
      "type": "wait",
      "config": { "duration": "5m" }
    },
    {
      "type": "send_sms",
      "config": {
        "message": "Hi {{contact.firstName}}! Thanks for your interest."
      }
    },
    {
      "type": "add_tags",
      "config": {
        "tags": ["follow-up-sent"]
      }
    }
  ]
}

This waits 5 minutes after a contact is created, sends them a welcome SMS, then tags them.

Available Actions

CRM Actions

• Create/update contacts
• Add/remove tags
• Add to workflow
• Create opportunities
• Send SMS/email

Logic Actions

• Conditions (if/else)
• Wait/delay
• Split (A/B testing)
• Loop over data

External Actions

• HTTP requests
• Webhooks
• API calls

Real Automations

Lead Scoring

Score leads based on engagement and update their pipeline stage automatically.

Appointment Reminders

Send reminder sequences before appointments with escalating urgency.

Win-Back Campaigns

Identify dormant contacts and trigger re-engagement sequences.

Survey Follow-up

Based on survey responses, route contacts to different follow-up sequences.

Best Practices

Start simple - Build basic workflows first, then add complexity

Test thoroughly - Use test contacts before going live

Monitor performance - Check execution logs regularly

Use descriptive names - Make workflows self-documenting

Handle errors - Add fallback steps for failures

MCP Integration

RocketFlow is fully integrated with MCP. Use these tools:

• rocketflow_deploy - Deploy a new workflow
• rocketflow_validate - Check workflow syntax
• rocketflow_templates - Get pre-built templates

Conclusion

RocketFlow transforms your CRM into an intelligent automation platform. Build once, run forever.

Ready to automate? Head to Modules → RocketFlow in your dashboard.