Workflows

Your CRM
runs itself.

Build visual Trigger, Logic and Action automations that handle lead assignment, deal follow ups, onboarding sequences and more. No code required. Endless automation.

8
trigger types
21
action types
4
logic blocks
∞
endless automation
app.usedalil.ai/workflows
▶ Run
Opportunity stage updatedPipeline
Triggers when any opportunity stage changes
Stage is "Closed Won"Condition
Continue only if the opportunity was won
Update close dateCRM
Set the opportunity close date to today
Add to onboardingSequence
Create manager taskCRM
Triggers

Start when it matters.

Workflows activate automatically when something happens in your CRM: a new lead arrives, a deal moves stage, a score threshold is crossed, or an external system fires a webhook. Every trigger is real time.

  • Record created, updated, or deleted across any CRM entity
  • Pipeline stage transitions for any opportunity
  • Scheduled runs on any time interval
  • Inbound webhooks from any external tool
  • Sequence events when contacts enter or exit campaigns
Record Created
New contact, company, or deal added
Record Updated
Any field changes on a CRM record
Stage Updated
Opportunity moves to a new stage
Webhook
External system sends data to Dalil
On a Schedule
Runs daily, weekly, or on any interval
Sequence Event
Contact enters or exits a campaign
Manual Launch
Run on demand with a single click
Record Deleted
Fires when a record is removed
If / Else — Stage equals Closed Won
Stage is "Closed Won"Condition
Continue only if the opportunity was won
YESNO
Add to onboardingSequence
Create manager taskCRM
Exit all sequencesSequence
Logic

Route. Branch. Decide.

Not every record needs the same treatment. Add filters, conditions, and branching logic so your workflow makes intelligent decisions based on the actual data in your CRM.

Filter
Only continue if record matches conditions
If / Else
Branch into different paths based on data
Iterator
Loop through a list and act on each item
Delay
Wait a set time before the next action runs
Actions

Take action everywhere.

Once a workflow fires, it can update records, move deals through the pipeline, enrol contacts in sequences, and call external APIs. All in a single automated chain.

  • Chain any number of actions in one workflow
  • Enrol or exit contacts from sequences automatically
  • Create, update, or delete records across any entity
  • Call any external API with HTTP request actions
  • Run custom code for advanced business logic
Data
Create recordUpdate recordDelete recordSearch recordsBulk update recordsBulk delete records
Pipeline
Add to pipelineUpdate pipeline recordDelete pipeline recordFind pipeline recordsBulk update pipeline recordsBulk delete pipeline records
Sequence
Add to sequence campaignPause sequence personExit from sequence campaign
Calculation
Aggregate valuesFormulaRandom numberAdjust time
Core
HTTP requestForm (human input)
Ready to run

Six workflows you can use today.

Start from a template or build from scratch. Every workflow can be customised to match your exact sales process.

Lead Assignment
New person created
1
Assign owner
2
Add to pipeline
Inbound Lead Enrollment
New person from website
1
Filter: source = website
2
Add to follow-up sequence
Closed Won Onboarding
Stage updated to Closed Won
1
Add to onboarding sequence
2
Create task for account manager
3
Update close date to today
High Score Outreach
Person record updated
1
Filter: lead score above 80
2
Add to priority campaign
Deal Exit from Sequence
Pipeline record created
1
Exit contact from active sequence
Periodic Data Sync
Every day at 08:00
1
Search updated records
2
Bulk update fields
3
HTTP request to sync system
Automation that runs 24/7

Stop doing manually what Dalil can do for you.

Build your first workflow in minutes. No code, no integrations, no setup required.