Workflows

Automate work with triggers, conditions, and steps

Workflows automate work without code. You build them on a visual canvas: a trigger starts the workflow, optional conditions decide whether it runs, and a series of steps do the work.

Building a Workflow

1. Click Create Workflow.
2. Add a trigger and choose what starts it.
3. Drag in steps from the palette and connect them.
4. Configure each step, then Publish to make it live.

Triggers

• Record Created or Record Updated - For a record type you pick (task, project, deal, account, contact, invoice, estimate, document, time entry)
• Form Submitted - When a form is submitted
• Webhook Received - When an external service posts to a unique URL
• Schedule - On a daily, weekly, or monthly cadence

Conditions

Add conditions to a trigger so it only runs when they match, for example an invoice total greater than a threshold, or a field that equals a value. Operators include equals, contains, greater/less than, and is empty. A separate If / else step can branch the flow.

Steps

Steps are grouped by category:

• Data - Find, create, update, or upsert a record, and log activity
• Actions - Send email, Slack, or a webhook; enroll in a sequence; send or mark an invoice paid; generate a PDF; assign an agent
• AI - Generate text, summarize, or extract data
• Timing - Wait for a delay
• Logic - If / else branches and For Each loops

Some steps need their module enabled (for example Enroll in Sequence, Send Invoice, or Assign Agent).

Using Data Between Steps

Insert values from the trigger or earlier steps with the variable picker, using tokens like {{trigger.email}}. This is how a later step reuses data from the record that started the workflow.

Draft, Live & Runs

Workflows are Draft while you build them and Liveonce published. Editing a live workflow switches it back to draft, so publish again when you're ready. The Runs tab shows each execution with its status and a step-by-step breakdown, and workflow settings can notify you on success or failure.

Plan Availability

Workflows are available on every plan. See the pricing page.