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Workflow Builder

Creating visual automation workflows

Workflow Builder

The visual workflow builder lets you automate repetitive business processes without writing code.

How It Works

Workflows are built by connecting nodes on a canvas:

  • Trigger Nodes — What starts the workflow (e.g., new lead, form submission, scheduled time)
  • Action Nodes — What happens (e.g., send email, create task, update record)
  • Condition Nodes — Branch logic (if/else based on data)
  • Delay Nodes — Wait for a specified time before continuing

Available Triggers

New lead created, lead stage changed, task completed, invoice paid, form submitted, scheduled (cron), webhook received, and more.

Available Actions

Send email, send notification, create task, update lead status, create invoice, call webhook, run AI prompt, and more.

Testing & Activation

Test workflows with sample data before activating. Active workflows run automatically when their trigger conditions are met. Monitor execution logs to troubleshoot issues.