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DocsBuilding a Workflow
Build automation workflows step by step
How to Build a Workflow
Follow these steps to create a new automation workflow from scratch.
1
Create a new workflow
Navigate to the Workflows page and click the New Workflow button in the top-right corner. This opens the workflow builder interface.
2
Name and describe your workflow
Give your workflow a clear, descriptive name (e.g., "Send welcome email to new customers" or "Assign leads to sales team"). Add an optional description to explain the workflow's purpose for your team.
3
Add a trigger
Select the event that will start the workflow. Triggers define when the workflow runs. Choose from entity triggers (record created, updated, or stage changed) or time-based triggers (scheduled or recurring). See Trigger Types for a full list of available triggers and their configuration options.
4
Add conditions (optional)
Set conditions to control when the workflow should execute. Conditions act as filters so the workflow only runs when specific criteria are met. For example, only trigger when the company type is "Customer" or when the opportunity value exceeds a certain amount. See Actions & Conditions for details on condition types.
5
Add actions
Define what the workflow should do when triggered. Actions run in the order you add them. Common actions include sending an email, creating a task, updating a field value, adding a tag, or sending a notification. You can add multiple actions to a single workflow.
6
Test your workflow
Before activating, review your trigger, conditions, and actions to ensure they are configured correctly. Walk through the logic to confirm the workflow will behave as expected. Consider creating a test record to verify the workflow fires and all actions complete successfully.
7
Activate the workflow
Once you are satisfied with the configuration, toggle the workflow to Active. The workflow will begin listening for its trigger event and executing actions automatically. You can deactivate it at any time from the workflows list.
Workflow Builder Interface
Navigate the visual workflow builder to design your automations.
The workflow builder presents your automation as a visual flow. Each element in the flow represents a trigger, condition, or action, connected by arrows that show the execution path. This layout makes it easy to understand the logic at a glance.
Visual Flow Layout
- Trigger block — The starting point at the top of the flow. Shows the event type and its configuration.
- Condition blocks — Diamond-shaped blocks that branch the flow based on whether conditions are met.
- Action blocks — Rectangular blocks that represent each action to be performed. Actions execute in order from top to bottom.
- Connection arrows — Lines connecting the blocks that show the execution path and order.
Saving and Activating
Save your workflow and control when it goes live.
Click Save at any point to preserve your progress. Saving does not activate the workflow. The workflow remains in its current state (active or inactive) when you save. You can return to edit a saved workflow at any time.
Activate only when ready
A workflow starts processing events immediately when activated. Make sure all triggers, conditions, and actions are properly configured before toggling the workflow to Active. Incorrect configurations could send unintended emails or modify records unexpectedly.
Duplicate and modify
If you need a workflow similar to an existing one, use the duplicate action from the workflows list. This creates a copy in an inactive state that you can modify without affecting the original workflow.