Workflows

Workflows do routine work in the background: emailing a new lead your booking link, starting a project when a proposal is signed, or asking a happy client for a review. You set it up once, test it with a real record, and it runs every time.

Open Automations › Workflows. The page has four tabs: Workflows (your workflows and whether each is on), Runs (every time one started), Approvals (decisions waiting for your team) and Templates (ready-made workflows by goal).

Every workflow has one starting point, such as "Form submitted", and the steps that follow, such as "Send my booking link". Steps can wait, split into paths, ask your team for approval or repeat for each item in a list.

Start hereCopy Anchor Link

1. Start from a template. Pick a goal, such as Get more booked calls, and choose your form and booking page.
2. Test a workflow with a real record. Nothing is sent or changed.
3. Publish it, then check the first runs on the Runs tab.

Everything in WorkflowsCopy Anchor Link

Build

• Start from a template
• Create a workflow from a description or from scratch
• Use the builder
• Insert client details
• Split into paths
• Wait before the next step
• Ask your team to approve
• Repeat steps for each item
• Connect workflows and Smart Flows

Test and publish

• Test a workflow
• Publish and manage workflows
• Run a workflow now, on a schedule or from another app

Runs

• See what a workflow did
• Fix a workflow that failed or didn't run