Workflows & Automations

How Workflows Work

Every workflow has two parts:

• Trigger — the event that starts the workflow (e.g., an opportunity moves to a new pipeline stage)

• Actions — what happens after the trigger fires (e.g., send a text, wait, move stage)

Workflows start as a Draft and won't run until you set them to Active. Always click Save in the top right after making changes.

Note: Each workflow currently supports only one trigger, so multi-stage pipelines require one workflow per stage.

Available Triggers

Available Actions

• Send Text / Send Email — message the contact; supports templates, variables, and HTML formatting

• Wait (Delay) — pause before the next action; useful for drip campaigns

• Move Stage — advance an opportunity through a pipeline

• Add to Pipeline — enroll a lead or customer in a pipeline

• Create Task — generate a follow-up task automatically

• Send Notification — alert a specific team member

• Add / Remove Tag — tag any entity for organization or future triggers

• Assign / Remove User — control which team members have access to a record

• Cancel Automations — stop a running workflow (e.g., when a contact replies)

• Conditional Split — branch the workflow based on conditions like stage, tag, or invoice status

Tips

• Respect Business Hours — enable this on text/email actions to avoid messaging contacts at odd hours. Messages will queue and send when business hours resume.

• Cancel on Reply — create a separate "Contact Replied" workflow that cancels active automations so contacts don't keep receiving automated messages after responding.

• Variables — you can insert dynamic fields (like first name) into messages, but make sure the variable matches the trigger type (e.g., don't use job variables on a lead trigger).