Creating Your First Workflow in Dalil

Dalil Workflows enable automation of tasks across your CRM, pipelines, and communication channels. Creating a workflow is a seven-step process: access the workflow builder, start a new workflow, choose your approach, define a trigger, configure actions, apply conditions, and activate.

Step 1: Access Workflows

Navigate to Automation → Workflows from the sidebar to view all workspace workflows and their execution history.

Step 2: Start a New Workflow

Click + New Workflow to open the visual workflow editor with a blank canvas.

Step 3: Choose Your Approach

Select between:

• A predefined template — for common scenarios like lead routing (recommended for first workflows)
• Build from scratch — for custom logic with full control over triggers and actions

Step 4: Define a Trigger

Every workflow requires a trigger event. Options include:

• CRM record events (created, updated, deleted)
• Pipeline changes (stage transitions)
• Scheduled events (time-based)
• Webhooks (external system signals)
• Sequence activity (contact enrollment or exit)

Example: "Opportunity stage updated" activates when a deal moves between pipeline stages. Click the trigger node and configure its parameters (e.g., which pipeline, which stage).

Step 5: Configure Actions

Add one or more actions specifying what the workflow performs. For your first workflow, keep it simple — 1 to 3 actions:

Example — New lead assignment:

1. Action 1: Assign an owner to the lead
2. Action 2: Add the person to a sales pipeline
3. Action 3: Enrol the contact in a follow-up sequence

Click each action node to configure its details (field values, which sequence, which pipeline stage).

Step 6: Apply Conditions (Optional)

Add If/Else logic to make the workflow more precise:

Example — Closed deal automation:

• Trigger: Opportunity stage updated
• Condition: Stage = Closed Won
• If Yes: Send WhatsApp thank-you + enrol in onboarding sequence + create CS task
• If No: Do nothing (workflow ends)

Conditions prevent the workflow from running on records that do not meet your criteria.

Step 7: Activate

Click Activate Workflow to publish and enable automatic execution when trigger events occur.

Two Starter Workflow Templates

New Lead Assignment

• Trigger: Record created (Person)
• Actions:
  1. Assign owner to the lead
  2. Add the person to the sales pipeline
  3. Enrol the contact in a follow-up sequence

Closed Deal Automation

• Trigger: Opportunity stage updated → Closed Won
• Actions:
  1. Send WhatsApp message thanking the customer
  2. Add the contact to an onboarding sequence
  3. Create a task for the account manager

Key Outcome

Combining triggers, conditions, and actions creates automations that manage leads, advance deals, and engage customers without manual intervention. Your first workflow automates a previously manual process — whether that is assigning new leads, triggering sequences, or notifying your team — ensuring the right actions happen every time.