Workflows

Automate the busywork on one canvas.

Connect a trigger to conditions and actions and watch the whole path at once. Branch on deal value, enrich on creation, chase the silence, hand off to a sequence, all without anyone remembering to do it.

50+ triggers and actionsTest on one record first
Triggerdeal stage changes
Deal value over $25k?
yesno
Notify the AESlack + email
Add to nurturelow-touch track
wait 2 days
Create a taskif still untouched
The whole path is visible on one canvas.
How it goes together

Three steps, and it runs without you

Pick a trigger

A stage change, a new contact, a form fill, a reply, a field update, a score crossing.

Add the conditions

Branch on any CRM field, enrichment value or behaviour, with as many paths as you need.

Test, then turn it on

Run it against one record, watch the path it takes, and switch it live when it is right.

The library

Enough building blocks to cover the day job

Fifty-plus triggers and a deep action list, from sending an email to enriching a contact, scoring a deal or posting to Slack. Most of what a team does by hand every week is a two-node workflow.

  • 50+ triggers to start a flow
  • Actions across CRM, outreach and Slack
  • Conditional branching on any field
Triggers50+ available
stage changescontact createdemail openedform submittedfield updatedreply receivedscore crosses
Actions
send an emailstart a sequenceupdate a fieldcreate a tasknotify Slackenrich the contactscore the dealassign an owner
Anything past this, describe it as a Claude Skill instead.
Confidence

See the path before you trust it

Run a workflow against a single record and watch which branch it takes. Once it is live, run history shows every record that entered, the path it followed and anything still waiting on a timer.

  • Test on one record before going live
  • Run history for every record
  • Pause and resume without deleting
Run historylast 24 hours
RecordPath taken
Northwindvalue > $25k → notifydone
Kalyonurture trackdone
Drift Labswaiting 2 daysin flight
Before it goes live
Test on a single recordsee the path it takes
Turn it on when you are happypause any time
5×
more tasks automated per rep
50+
triggers and actions to build from
<10 min
to build and test a full workflow
What teams automate first

The jobs that only get done when someone remembers

Route new leads instantlyAssign by region, segment or workload the moment a record is created, so nothing sits unowned overnight.
Chase the silenceWhen a deal stops moving, create the task and tell the owner, rather than hoping someone notices on Friday.
Keep data honestEnrich on creation, normalise fields and fill gaps automatically, so reporting is not built on half-empty records.
Hand off to outreachStart a multichannel sequence off the back of a stage change or a score crossing a threshold.
Tell the roomPost to Slack when a deal is won, a big opportunity appears, or a key account goes quiet.
Escalate by valueBranch on deal size so the big ones get a person and the small ones get a nurture track, without a manual triage step.
FAQs

Workflows, explained

How long does a workflow take to build?

Usually under ten minutes. You pick a trigger, add the conditions that matter, drop in the actions, and test it on a single record before it goes anywhere near the rest of your pipeline.

What can start a workflow?

More than fifty triggers, including deal stage changes, contact creation, email opens, form submissions, field updates, replies received and scores crossing a threshold.

Can one workflow do different things for different records?

Yes. Conditional branching routes each record down its own path based on any CRM field, enrichment value or behaviour, so a $200k deal and a $2k deal do not get the same treatment.

Can I see what a workflow did?

Run history shows every record that entered, the path it took and where it currently is. Anything mid-flight, such as a wait step, is visible rather than hidden.

What if I need logic the canvas cannot express?

That is what Claude Skills are for. Loops over related records, external API calls mid-flow and AI judgement on free text live there, and the two work alongside each other.

Can I pause one without deleting it?

Yes. Turn any workflow off and back on whenever you like. Records already mid-flight are shown in the run history so you know what is in the air.

Workflows

Build it once. Never think about it again.

Triggers, branches and actions on a canvas you can read at a glance.

✓ 30 days for $9✓ Cancel anytime