Automation workflows

Automation workflows run actions automatically when something happens. A workflow is a flow of nodes: a trigger starts it, IF Conditions decide whether it proceeds, and actions do the work. You can start from the Automation Library / Automation Templates or build from scratch.

Build a workflow

1. Open the automation builder and name the automation.
2. Set the trigger — when it runs (for example “Every time conditions are met”).
3. Add IF Conditions using Add condition / Add another condition against the triggering record (Contact Name, Company Name, Deal Name, etc.).
4. Add actions: Add Node → choose an Action Type and complete its Action Configuration.
5. Add delays where needed (Delay Value, relative to the trigger).
6. Preview “How your automation will look”, then Enable it.