> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firsttouch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Edit Flows

> Create, configure, and update flows in First Touch.

Use **Flows** to build repeatable outreach and follow-up workflows.

<Info>
  New to Flows? Start with the [First Flow Guide](/WebApp/Flows/first-flow-guide).
</Info>

## Create a Flow

<Steps>
  <Step icon="plus" title="Start a New Flow">
    In **Flows**, click **Create flow**. You can start from scratch or use a template.
  </Step>

  <Step icon="bolt" title="Choose a Trigger">
    Select which trigger adds contacts to the flow.

    Supported trigger types include:

    * **HubSpot workflow**
    * **HubSpot segment (list)**
    * **CSV file**
    * **Sales Navigator**
    * **Trigger manually**
    * **Choose existing audience**

    For details, see [Choosing a Trigger](/WebApp/Flows/choosing-a-trigger).
  </Step>

  <Step icon="layer-group" title="Add Steps">
    Add the sequence of actions you want contacts to move through, such as email, call, manual task, conditional split, or AI agent steps.
  </Step>

  <Step icon="gear" title="Review Settings">
    Open flow settings to configure enrichment, exclusions, ownership, CRM sync, and email tracking.

    See [Flow Settings](/WebApp/Flows/flow-settings).
  </Step>

  <Step icon="rocket" title="Publish">
    Draft flows do not run until you publish them.
  </Step>
</Steps>

## Available Actions

Use these building blocks to create your flow:

<CardGroup cols={2}>
  <Card color="#3c5d29" icon="envelope" href="/WebApp/Flows/Available-Flow-Actions/Email-Steps" title="Email">
    Send new-thread or reply-style emails.
  </Card>

  <Card color="#3c5d29" icon="phone" href="/WebApp/Flows/Available-Flow-Actions/Manual-Tasks" title="Call and Manual Tasks">
    Create work for a rep to complete inside the flow.
  </Card>

  <Card color="#3c5d29" icon="robot" href="/WebApp/Flows/Agents/overview" title="AI Agents">
    Research, qualify, and prospect inside a flow.
  </Card>

  <Card color="#3c5d29" icon="code-branch" href="/WebApp/Flows/Available-Flow-Actions/Conditional-Split" title="Conditional Split">
    Route contacts down different paths based on rules.
  </Card>

  <Card color="#3c5d29" icon="user-pen" href="/WebApp/Flows/Available-Flow-Actions/Manual-Assignment" title="Manual Assignment">
    Reassign ownership inside a flow.
  </Card>

  <Card color="#3c5d29" icon="database" href="/WebApp/Flows/Available-Flow-Actions/CRM-Enrichment" title="CRM Enrichment">
    Enrich CRM records when HubSpot is connected.
  </Card>
</CardGroup>

## Editing Active Flows

You can edit a published flow.

<AccordionGroup>
  <Accordion icon="pen-to-square" title="How edits affect active prospects">
    Updates generally apply to contacts who have not reached the edited step yet.
  </Accordion>

  <Accordion icon="pause" title="Pausing a Flow">
    You can stop a draft from going live by leaving it unpublished. You can also unpublish a live flow when you need to pause it.
  </Accordion>
</AccordionGroup>