Workflows & Automation
Build automations that move leads, send messages, and update records.
10 articles
Workflows overview
Triggers, actions, branches, waits, and goal events.
6 min read
Build your first workflow
A 5-minute walkthrough: form submit → SMS → task.
5 min read
All workflow triggers
Reference list of every available trigger.
4 min read
All workflow actions
Reference list of every available action.
4 min read
If/Else branches
Send different paths based on contact data.
4 min read
Wait steps and goal events
Pause until a time, condition, or behaviour.
4 min read
Inbound and outbound webhooks
Receive data and POST to external systems.
5 min read
Workflow recipes
Copy-paste templates: speed-to-lead, no-show recovery, win-back, review request, abandoned cart.
6 min read
Debug a workflow
Read the execution log, inspect each step, and test with sample data.
4 min read
Organise workflows
Folders, tags, and naming conventions.
3 min read