Workflows and Automation

Managing opportunities efficiently is essential for maintaining an organized and effective sales pipeline.

Temporarily disable any action in a workflow without deleting or disconnecting it.

Experience faster, more consistent workflow building with the ability to copy workflow actions across workflows.

This article explains how to use the AI Extract Data action in workflows to pull structured data from unstructured text.

Workflow AutomationCopy and Delete Workflow TriggersManage workflow triggers efficiently by copying existing triggers to create variations and removing...

AI Email Parser action uses AI to extract structured data from inbound emails for use in your automations.

AI Builder lets you create, edit, and test workflows from the same chat.

Web Search in the AI Agent action allows agents to retrieve information from the internet during workflow execution.

Workflow AI Builder lets you create complete automations by describing your goal in plain language.

Seamless customer communication plays a vital role in business success, and managing inbound calls efficiently can significantly improve customer experience.

The AI Agent workflow action helps you automate multi-step tasks inside Workflows using plain-language instructions and selected tools.

The AI Intent Detection action analyzes text to automatically determine sentiment and categorize it as POSITIVE, NEGATIVE, or NONE.

The AI Decision Maker allows you to automatically route contacts through different workflow paths based on engagement, company size, behavior, and other data...

Workflow Action - Create & Update Multiple Rows in Google Sheets helps you create new spreadsheet entries or update existing ones in bulk within a single...

Email Verification in Workflows helps validate contact email addresses before email-related workflow steps run.

Workflows • Integrations • LinearLinear Integration in WorkflowsConnect customer-facing workflows with Linear so product and engineering activity can become...

Automatically create relationships between records using workflow automation.

The Appointment Booking Conversation AI workflow action uses an AI-powered conversation to help contacts choose an available time and book directly on a...

Workflows • Integrations • JotformWorkflow Triggers and Actions: JotformConnect Jotform with workflows to automate processes when form submissions or signed...

The Instagram DM workflow action allows you to automatically send personalized Instagram direct messages to contacts through workflows.

Skills help Workflow AI Agent actions follow reusable instructions only when they are relevant.

In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow...

Inbound Webhooks enable seamless CRM integration by allowing external systems to automatically send data using various HTTP request methods like GET, POST, and...

The Custom Webhook - LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party services.

Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communication and improving...

The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflows.

This article explains workflows' "Update Contact Field" and "Clear Field Data" actions.

The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases,...

Introducing the Number Formatter Premium Action, an incredibly useful tool that allows you to format and manipulate numbers according to your specific...

The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in a CRM.

Have you ever thought about how great it would be if contacts who meet a specific condition or a goal event within a workflow could automatically move to a...

This article provides a comprehensive guide to every option within the 'Settings' tab of the workflow builder.

Copy ContactCopy Contact enables copying contact to another account.Select an AccountThe contact will be copied to the selected account.

In this ArticleWhat is Array Function?How to use new Action Types?Add the ActionAction Type ListAction Type : FindAction Type : FilterAction Type : Find by...

Array FunctionsTo handle array data in workflowSelect Action TypAction Type: FindTo find the matching key-value's in an array of objects and return the...

In this ArticleWhat is Delete Contact Action?How to set up Delete Contact action?FAQsUse CasesWhat is Delete Contact?Delete Contact is a powerful new action in...

Infinite Canvas layoutUse the "Fit to Screen" and "Zoom In/Zoom Out" buttons in the bottom left of the screen to control the view area.

We are thrilled to announce some exciting UI changes in for the Text Editor.

We are thrilled to announce some exciting UI changes in for the Text Editor.

In this ArticleWhat is Split Action?What are the different types of Split Action?How to use the Split action?Random SplitUse CasesPoints to be noted 1.

Enhance your customer engagement strategies with our new workflow features.

What are the new Triggers?When creating a workflow click on "Add Trigger".

What are the new Actions?There are 2 new actions in the "Communications" category.Facebook Interactive MessangerInstagram Interactive Messenger 1.

What is Custom Code?Custom Code is a powerful tool that will allow users to create custom logic they want to achieve and are not available currently.

LC Premium Actions for Google Sheets is a powerful tool to streamline data management processes by automating row creation, updating, and deletion.

What is this enhancement?We have revamped the current action and added multiple new enhancements.

Introducing History for GPT actions..!!What's New ?- We're excited to announce a significant enhancement to our GPT action: the ability to retain and utilize...

What is Custom Code?Custom Code is a powerful tool that will allow users to create custom logic they want to achieve and are not available currently.

We have the "Respond on Comment" action. In this action you can enter multiple pre defined comment options but what if you want to tailor your comments based...

Workflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease.

OverviewExecution Logs and Enrollment History are key parts of Workflows, giving you a clear picture of how your contacts move through the workflow and every...

OverviewThe Pause Workflow feature allows admins to temporarily halt specific workflows, pausing the workflow without the need to delete or draft the entire...

We’ve made it easier to discover and install marketplace apps directly within the workflow builder.

In this article, you’ll learn how to use the “Send Email” action in your workflow to automate and personalize email communication with your contacts.

Overview:Writing custom code in workflows just got smarter, faster, and easier, thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users...

Workflow errors can prevent automations from working as intended when required settings are missing or incorrectly configured.

Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events.

Google AdWords has a feature called conversion action. This allows you to track the success of your ads and optimise them accordingly.

1. IntroductionThe Typeform integration enables seamless automation between your CRM workflows and Typeform’s interactive form platform.

1. IntroductionThe Basecamp integration enables seamless automation between your workflows and Basecamp’s project management platform.

1. IntroductionThe Asana integration enables seamless automation between your workflows and Asana’s powerful project management platform.

This feature allows you to keep your contact information automatically synchronized between your workspace and an external contacts service.

1. IntroductionThe Notion integration enables seamless automation between your CRM workflows and Notion’s powerful workspace platform.

1. IntroductionThe Airtable integration enables seamless automation between your workflows and Airtable’s flexible databases.

1. IntroductionThe ClickUp integration enables seamless automation between your CRM workflows and ClickUp’s project management platform.

This article explains the important interaction between the workflow's "Stop on Response" setting and the "Disable Voicemail Detect" setting within the Call...

The Monday.com integration allows you to connect workflows directly with your project management boards to automate task creation, status updates, and board...

Google Forms • Workflows • AutomationGoogle Forms Actions and Triggers in WorkflowsConnect Google Forms with workflows to start automations from submitted or...

The Generate Response action allows you to use advanced AI models directly within workflows to create dynamic, context-aware responses from prompts you define.

Connect workflows with VAPI (Voice AI Platform Integration) to automate AI-powered voice assistants, calls, chats, and file handling, without third-party...

The Manus integration allows you to connect AI-powered task automation directly to your workflows.

Connect workflows with Apify to automate web scraping, run actors, and process external data in real time, without third-party tools.

Automating marketing audit reports lets you instantly generate insights for your prospects and deliver them through personalized outreach.

OverviewBrowse AI is a no-code web scraping and monitoring platform built around Robots, trained scrapers that extract structured data from web pages.

Connect Cal.com to Workflows to automate scheduling activity without custom webhooks, third-party tools, or manual booking follow-up.

Workflows • AI • IntegrationsMistral AI: Workflow ActionsMistral AI workflow actions connect language, embedding, and vision models directly to your...

OverviewAbout the IntegrationKey Benefits of Klaviyo in WorkflowsHow to Set Up KlaviyoConnect via the Workflow Builder (recommended)Connect via Settings...

OverviewHousecall Pro is a field service management platform used by home service businesses to manage jobs, customers, scheduling, invoicing, estimates, and...

Connect Jira Cloud to Workflows to automate issue management and customer follow-ups.

OverviewTodoist is a task-management platform used by teams and individuals to organize work into projects, sections, and tasks, with support for labels,...

Voice AI • SnapshotsSnapshot Support for Flow-Based Voice AI AgentsPackage, clone, and deploy complex call flows across accounts using SnapshotsWhat You'll...

Workflow AutomationAI-Generated SMS Messages in WorkflowsAutomatically create personalized SMS messages using AI within your workflows, dynamically adapting...

This article explains how to use the AI Analyze Image action in workflows to analyze images with AI vision.

Bring Managed Agent reasoning directly into Workflows with the Invoke Managed Agent action.

Use Fathom in workflows to automate next steps from your meeting recordings, transcripts, and summaries.

Video Tracking lets you start workflows based on how much of a video a contact watches.

The AI Studio Form Submitted trigger starts a workflow automatically when a visitor submits a connected form on an AI Studio (Vibe) website.

The Workflow Overview Dashboard gives you a real-time view of your automation performance, all in one place.

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Slack triggers start workflows automatically when activity happens in your connected Slack workspace.

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SMS keyword campaigns let people request a specific offer or information by texting a keyword to your business number.

The Add Internal Comment workflow action lets you automatically post private comments in conversations.

Connect Events with Workflows to automate attendee communications, respond to registration and check-in activity, and schedule actions around event dates.

The Workflows API lets you create, read, update, publish and delete workflows in a sub-account, and read each workflow's execution logs and statistics, from...

The Open Doors MCP server now includes workflows. Connect an AI assistant such as Claude, ChatGPT or Cursor, and ask it to find a workflow, explain which steps...

The AI Analyze Video action in Workflows uses Google Gemini to analyze videos and generate text-based insights.

AI Video Generation in Workflows lets you create short, AI-generated videos using Google's Veo 3.1 models.