Create and Activate a Workflow

A workflow is a saved definition: trigger, optional conditions, and ordered actions. Create it inactive, test with a real business action, then activate.

Choose a builder

Builder	Best for
Automation → New Workflow	Linear step list with conditions
Automation → Visual Builder	Branching canvas with nodes

Both save the same kind of workflow definition.

Configure the trigger

1. Open New Workflow or Visual Builder.
2. Pick an event type that matches your scenario.
3. Optionally set a trigger delay so the run waits after the event before starting.
4. Optionally set cancel on event so a later event for the same entity (for example approved or rejected) clears a pending delay.

Example triggers by module

Module	Example events
Expense	Submitted, approved, paid
CRM	Lead created, deal stage changed
Inventory	Low stock, recall opened
Sales / Purchase	Order created, PO approved, goods received
HR	Leave submitted, employee onboarded
Labour Scheduling	Shift swap, no-show, overtime, budget exceeded

Only modules you license publish their events.

Add conditions (optional)

• Choose All (AND) or Any (OR)
• Compare fields with equals, contains, greater than, is empty, and similar operators
• Leave conditions empty to run for every matching event

Add actions

Use only actions shown in the builder. Common ones include:

Action	What it does
Send email	Sends a templated email
Enroll in drip sequence	Adds the contact to a Communication Center sequence
Send notification	In-app notification
Send webhook	Posts JSON to an external URL
Update field / Update status	Changes the triggering record
Create task	Creates a CRM or operations task
Call API	Outbound call to a configured endpoint
Delay	Waits before the next step (long waits pause and resume later)
Assert entity condition	Re-checks live data after a delay
Log audit	Writes an audit entry

Example: enroll new CRM leads in a drip

1. In Communication → Drip Sequences, create a sequence with timed email steps.
2. In Automation → New Workflow, trigger on new CRM lead created.
3. Add Enroll in drip sequence and select that sequence. Confirm email and name fields match the lead.
4. Save, activate, then create a test lead and check Execution Logs.

Activate and verify

1. Save — status is inactive.
2. From Workflows, activate the workflow.
3. Use Test in the builder when available, or perform the real business action (submit an expense, create a lead).
4. Open Execution Logs and confirm steps succeeded.

:::warning Circuit breaker Repeated failures can auto-deactivate a workflow. Fix the failing step, then activate again from the dashboard. :::

Next step

Use workflow templates

Copy a starter pattern for expense, CRM, stock, or labour alerts.

Monitor execution logs

Filter runs, read errors, and retry failures.