Workflows (Automation Builder)
Visual trigger → action automation across the platform.
Overview
The automation engine. A workflow is a trigger (contact created, form submitted, stage changed, inbound message, schedule) followed by a sequence of actions (send email/SMS, wait, branch, update fields, create opportunities, call webhook). Branches, filters, and time windows make it conditional.
What it's for
Automate any repeatable process end-to-end without code, connecting every other feature.
Capabilities
Triggers
Contact, conversation, appointment, opportunity, form, invoice, payment, schedule, and inbound-channel events.
Actions
Send email/SMS, wait/delay, if/else branch, update contact/opportunity, assign user, call webhook, create task, AI actions.
Branching & filters
Conditional paths based on any field, tag, or activity.
Time windows
Restrict actions to business hours; queue off-hours sends.
Wait until
Pause until a date/time, condition, or event occurs.
Webhooks & API actions
Send outbound webhooks or call the platform API mid-flow.
Enrollment logs
Per-contact execution history for debugging.
Use cases
Lead nurture
Form submit → create contact → tag → 5-email nurture with branching on engagement → book call.
Win-back
No purchase in 90 days → branch by last spend → send tailored offer → if no reply, mark inactive.
Internal ops
Invoice paid → create a fulfillment task assigned to the ops team → notify Slack via webhook.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design a workflow for [goal] starting from [trigger]. List each step, branch condition, wait duration, and the action. Note which features it touches.Given this workflow enrollment log [paste], identify where the contact fell out and the fix.Integrations & connections
- Reads/writes nearly every object: contacts, opportunities, appointments, invoices, conversations
- Calls external systems via outbound webhooks
- Receives external events via inbound webhooks and API triggers
Gotchas & limits
Things an AI should not assume about this feature.