Automations and workflow runs

Build a workflow

The visual builder autosaves a draft while you arrange triggers and actions. Draft changes do not replace the active workflow until you publish a new version.

Available triggers

• A saved lead is created
• A deal stage changes
• An outreach event is sent

Available actions

• Send an email
• Send information to a connected system
• Evaluate a condition
• Create a manual task or note

Publish safely

Review every target, message, condition, and external request before publishing. Versioning preserves the configuration used by the active workflow.

Inspect run history

Runs shows status, trigger context, progress, and available errors. Use the failed step and its input context to diagnose a workflow.