Workflow Templates

Workflow templates are pre-built automations that you can install into your workspace with a single click. They provide a starting point for common use cases and can be customized after installation.

Browsing templates

1. Navigate to Workflows > Templates in the dashboard.
2. Browse by category (e.g., Lead Generation, Customer Support, Ecommerce, Engagement).
3. Click a template to view its description, the nodes it contains, and which Blocks it requires.

Installing a template

1. Select a template and click Use Template.
2. Convotic creates a new Workflow in Draft status with the template's nodes and configuration pre-filled.
3. Review and customize the Workflow (update messages, adjust conditions, connect to your Blocks).
4. Click Publish when you are ready to go live.

ヒント

Templates are copies, not links. Changes you make to an installed template do not affect the original, and updates to the original do not change your copy.

Publishing your own templates

If you have built a Workflow that others would find useful, you can publish it to the template marketplace.

1. Open the Workflow you want to publish.
2. Click ... > Publish as Template.
3. Add a title, description, category, and optional cover image.
4. Submit for review. Templates are reviewed by the Convotic team before they appear in the marketplace.

API endpoints

Manage templates programmatically via the API.

List templates

curl https://api.convotic.com/v1/workflow-templates \
  -H "X-API-Key: $CONVOTIC_API_KEY"

Get template details

curl https://api.convotic.com/v1/workflow-templates/tpl_abc123 \
  -H "X-API-Key: $CONVOTIC_API_KEY"

Install a template

curl -X POST https://api.convotic.com/v1/workflow-templates/tpl_abc123/install \
  -H "X-API-Key: $CONVOTIC_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "My Welcome Flow"
  }'

The response includes the newly created Workflow ID:

{
  "workflow_id": "wf_xyz789",
  "status": "draft",
  "name": "My Welcome Flow"
}