The steps you drop into a flow — three ways to branch, the durable Wait, the Merge, and the actions that change your CRM.
Logic steps decide whether — and where — a record continues.
All three read conditions you build against the record’s fields. They differ in what happens next:
| Field | Description |
|---|---|
| Filter | Stop the automation unless every condition is met. A record that fails simply ends here. |
| If / Else | Split into a true path and a false path. Records that match the conditions take the true branch; everything else takes the false branch. |
| Switch | Send each record down a lane based on one field’s value, with a default lane for anything that does not match. |
Author the steps after a split once, not once per path.
After an If / Else or a Switch sends records down different lanes, a Merge step brings those lanes back together so everything past it continues on a single shared path. The card reads both paths continue from here — whatever steps you put below the Merge run for records arriving from any branch.
Without a Merge you would have to copy the same closing steps into every lane. With one, you author them once.
Pause the automation, then resume — three flavors for three kinds of timing.
A Wait is durable: the automation genuinely pauses at that step and picks up where it left off when the wait resolves, even days later. There are three flavors:
| Field | Description |
|---|---|
| Wait a fixed amount of time | Resume after a set delay — minutes, hours, or days. Up to 90 days total. |
| Wait until a date | Resume on a date, read from a field on the record or set explicitly. An optional offset resumes a set time before or after that date. |
| Wait until a condition is met | Re-check the record on a schedule and resume the moment a condition becomes true. A required timeout decides what happens if it never does — up to 90 days. |
The steps that make a change in the CRM or send something out.
| Field | Description |
|---|---|
| Assign to user | Hand the record to a specific teammate. |
| Assign round-robin | Distribute records evenly across a team. |
| Update field | Set a field on the record to a fixed or copied value. |
| Create task | Create a follow-up task linked to the record. |
| Log activity | Log a call, email, meeting, or note on the record. |
| Send notification | Notify a teammate inside the CRM. |
| Send email | Send a transactional email to the record’s contact. |
| Call webhook | Call an external URL with the record’s data. |
| Create project from template | On a deal automation, create the delivery project for the deal, optionally seeded from a project template. Available on deal (opportunity) automations only. |