Creating Your First Workflow in Vetta

Vetta Workflows enable automation of tasks across your CRM, pipelines, and outreach. 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

Open Workflows from the Automation section of the sidebar to view all workspace workflows and their execution history.

Step 2: Start a New Workflow

Create a new workflow to open the visual workflow editor with a blank canvas. The workflow starts as a Draft; nothing runs until you activate it.

Step 3: Choose Your Approach

Select between:

• Workflow from 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 exactly one trigger. Options include:

• Record events (created, updated, deleted, or created-or-updated)
• Pipeline record events (for example, a stage change)
• Launch manually (on demand, from a record or globally)
• On a schedule (every N days/hours/minutes, or a custom cron)
• Webhook (external system calls your URL)
• Sequence (the workflow runs as a step inside an outreach sequence)
• Enrichment (runs when a record is enriched)

Example: "Pipeline record is updated" activates when a deal changes, such as moving between stages. Click the trigger node and configure its parameters (which entity or pipeline, which events). See Triggering workflows in Vetta for every option.

Step 5: Configure Actions

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

Example: New lead assignment:

1. Action 1: Update Record: assign an owner to the lead
2. Action 2: Create/Update Pipeline Record: add the person to a sales pipeline
3. Action 3: Add to Sequence Campaign: enroll the contact in a follow-up sequence

Click each action node to configure its details (field values, which sequence, which pipeline stage). The full catalog is in Setting workflow actions.

Step 6: Apply Conditions (Optional)

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

Example: Closed deal automation:

• Trigger: Pipeline record is updated (Opportunity)
• Condition: Stage = Closed Won
• If Yes: Add the contact to an onboarding sequence + create a CS task
• If No: Do nothing (workflow ends)

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

Step 7: Activate

Click Activate and confirm Publish Workflow to publish the draft and enable automatic execution when trigger events occur. Before you do, check who the workflow runs for: the member will trigger workflow picker under the name lists the workspace members whose activity triggers it. Activating creates a new version of the workflow; you can keep editing as a new draft while the active version keeps running (see Monitoring workflow runs and versions).

Two Starter Workflow Templates

New Lead Assignment

• Trigger: Record is created (Person)
• Actions:
  1. Update Record: assign an owner to the lead
  2. Create/Update Pipeline Record: add the person to the sales pipeline
  3. Add to Sequence Campaign: enroll the contact in a follow-up sequence

Closed Deal Automation

• Trigger: Pipeline record is updated (Opportunity) → Stage = Closed Won
• Actions:
  1. Add to Sequence Campaign: enroll the customer in an onboarding sequence
  2. Create Task: follow-up 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.