Build a workflow in the editor

A workflow is a trigger followed by steps. Open one from the Workflows list and you land on the canvas: the trigger on the left, each step to its right, and an if/else splitting into an upper lane for records that match and a lower lane for everything else. Click any node to change it in the panel on the right.

Editing

1. Switch Live off at the top right.
2. Click the trigger to change when the workflow fires, or add conditions the record must also meet.
3. Click a step to change what it does, or the + at the end of a lane to add one. Add if / else from the panel to split the flow.
4. Click Save changes, then switch Live back on. Turning Live on also saves anything still pending.

Use {{contact.email}} or {{deal.amount}} in any text to insert the record's values, for example in a task title or a notification.

Runs

• The Runs tab lists every run, newest first. Click one and the canvas marks each step Completed, Waiting or Failed for that run, with the reason in the list.
• Overview shows how many runs completed, failed or are still in progress, and the average run time over the last 30 days.
• Trigger manually runs the workflow now for one record you pick.

Settings

Rename the workflow, decide whether a record can be enrolled again when it matches a second time, or delete it.