Trigger a Flow for a Third Party (e.g., Parent or Agent)

Introduction: Sometimes the person going through your flow isn’t the person you need to engage next. With Start somebody else in a flow, you can automatically start another contact (or a group) in a different flow while the current contact continues normally.

Start a third party in a flow (without interrupting the current contact)

If you just need the essentials, follow this quick path:

  1. Decide who to start (one contact via a field, or a whole group)
  2. Add Start somebody else in a flow in the right node
  3. Select recipients correctly (manual, group, or variable like @fields.spouse)
  4. Pick the destination flow and save
  5. Test in the Simulator and confirm the recipient in the action log
  6. Advanced: create a new contact, then populate fields from @parent
  7. If “child is active but parent is reachable”, use third-party messaging explicitly

This pattern is ideal for parent/guardian scenarios, agent escalation, supervisor notifications, and parallel workflows.

Step-by-Step Process

1
Decide who you want to start

  1. Identify the “third party” you want to start:
  • A single contact (example: a father stored in a contact field like @fields.spouse)
  • A group of contacts (example: “Supervisors” or “Agents”)
  1. Confirm the target contact or group already exists in your workspace.

[CAPTURE: Contacts or Groups list showing a target contact or a group like “Supervisors”.]

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Tip: If you’re referencing a third party via a contact field (like @fields.spouse), make sure that field is consistently filled for your contacts.

2
Add the action in your flow

  1. Open the flow where you want to trigger the third party flow.
  2. Create a new node (or add an action to an existing node).
  3. From the action list, choose Start somebody else in a flow.

[CAPTURE: Flow editor with the action dropdown open and “Start somebody else in a flow” highlighted.]

3
Choose how recipients are selected

  1. In the action configuration, select how recipients will be chosen:
  • Select recipients manually (for a specific contact reference)
  • Start a group (if your UI supports group selection directly)
  1. If using a contact reference, enter the variable that points to the other person (example: @fields.spouse).

[CAPTURE: “Start somebody else in a flow” configuration showing recipient selection method and a recipient field filled with a variable like @fields.spouse.]

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Warning: If the variable is empty or invalid, the third party won’t start (and the current contact may continue without any visible error). Always test.

4
Select the flow to start

  1. Choose the destination flow (example: Questions for Dads).
  2. Save the configuration.

Result: When the current contact reaches this step, the third party is started in the selected flow at the same time (while the current contact continues normally).

[CAPTURE: Flow picker showing the selected destination flow.]

5
Test the behavior in the Simulator

  1. Open the Simulator.
  2. Run through the flow until the step that triggers the third party.
  3. Confirm:
  • The current contact continues the current flow.
  • The third party flow is started for the referenced recipient.

[CAPTURE: Simulator view showing an action log entry indicating a third party was started in a specific flow.]

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Technical Detail: The simulator’s action log is the fastest way to confirm that the action fired and which recipient was targeted.

6
Advanced pattern: create a new contact from a flow

You can also use Start somebody else in a flow to create a brand-new contact and then populate their fields in the new flow.

Example use case: create a “Child” contact profile.

  1. In the parent flow (example: Register Child), collect data using results like:
  • @results.child_name
  • @results.child_age
  1. Add Start somebody else in a flow and select Create a new contact (if available).
  2. Start a second flow (example: Create Child Contact) that:
  • Uses Update the Contact to save values passed from the parent (example: @parent.results.child_name)
  • Stores a parent/guardian phone number on the new contact (example pattern: @parent.urns.tel)

[CAPTURE: Child flow showing Update the Contact using @parent.results.* to populate the new contact.]

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Tip: Use the @parent namespace when you need values collected in the parent flow, and @contact in the child flow to reference the new active contact.

7
When the child is active but the parent is reachable

If the child is the active contact but the parent is the reachable person, build reminder or follow-up logic that targets the parent explicitly:

  • Use Send message to third party (to message the parent), or
  • Use Start somebody else in a flow (to route messaging through the parent)

Example address stored on the child contact: @contact.fields.mother_phone (or @fields.mother_phone)

[CAPTURE: Flow node sending a message to a third party using @contact.fields.mother_phone.]

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Warning: In the child’s flow, @contact.name refers to the child—not the parent. Always reference the parent’s address field explicitly when sending reminders.

Common Issues & Quick Fixes

The third party flow doesn’t start

Problem: The action runs, but no third party is started.

Fix:

  • Verify the variable you used (example: @fields.spouse) is not empty for that contact.
  • Confirm the referenced person exists as a valid contact identifier in your workspace.
  • Test in the simulator and check the action log.
The wrong person gets started

Problem: A different contact (or unexpected recipient) gets started in the flow.

Fix:

  • Confirm the contact field contains the correct identifier/value for the intended third party.
  • Standardize how you store third-party references (same format across contacts).
  • If you start a group, verify the group membership is up to date.
Messages are sent to the child instead of the parent

Problem: The child is the active contact, so messages go to the child’s URN instead of the parent.

Fix:

  • If the child is active in the flow, use Send message to third party to message the parent address field.
  • Store the parent phone number on the child profile (example: @fields.mother_phone) and always reference it explicitly.