Workflows

Automations with triggers, conditions, and actions.

How-to guides 4

Build a workflow in the visual builderCreate a workflow from a description, a template, or a blank canvas, then save, test, and activate it.
How-to
Monitor runs and handle failuresRead Run History, add retries to fragile steps, and pause, rename, or delete workflows safely.
How-to
Run workflows on a schedule or from a webhookSet a repeating cadence for time-based automations, or let another system start a workflow with a secured webhook.
How-to
Start a workflow from a templatePick a ready-made automation, such as a high-value deal alert or weekly recurring task, and adapt it.
How-to

Concepts 1

Understand workflowsWorkflows automate routine work: a trigger fires, optional conditions filter it, and actions run automatically.
Concept