Understanding Dalil Workflows

Dalil Workflows allow you to automate actions across your CRM, conversations, and pipelines. Instead of manually updating records, creating tasks, or enrolling contacts in outreach, workflows automatically execute these actions based on defined triggers and conditions.

Workflows help sales teams remove repetitive work, maintain clean CRM data, and ensure that important steps in the sales process always happen at the right moment.

You'll find Workflows in the sidebar under the Automation section, next to Sequences.

What a workflow is

A workflow is an automated sequence of actions triggered by a specific event in your CRM.

Workflows follow a simple structure:

Trigger → Logic → Action

When a trigger occurs, Dalil evaluates the workflow logic and executes the defined actions.

For example:

• Trigger: Pipeline record is updated (Opportunity)
• Condition: Stage = Closed Won
• Actions: Add the contact to an onboarding sequence and create a task for the account manager

This allows teams to automate follow-ups, record updates, and outreach enrollment without manual intervention.

Why automation matters in Dalil

Sales operations involve many repetitive tasks:

• Updating CRM records
• Moving deals between pipeline stages
• Creating follow-up tasks
• Assigning owners to leads
• Adding contacts to sequences

Without automation, these tasks must be done manually, which leads to:

• Incomplete CRM data
• Missed follow-ups
• Operational inefficiencies

Dalil Workflows ensure that important actions are executed automatically based on real activity in your CRM and conversations. Automation helps maintain consistent processes while freeing teams to focus on selling.

The Dalil visual workflow builder

Dalil includes a visual workflow editor that allows users to build automations using a drag-and-connect interface.

Each workflow consists of connected nodes representing triggers, logic, and actions.

Users can build workflows from scratch or start from a template designed for common CRM automation scenarios.

Workflow triggers

Triggers define when a workflow should start. See Triggering workflows in Dalil for full details.

Record triggers

• Record is created
• Record is updated
• Record is deleted
• Record created or updated

Pipeline triggers

• Pipeline record is created
• Pipeline record is updated (for example, when its stage changes)
• Pipeline record is deleted
• Pipeline record is created or updated

Other triggers

• Launch manually: start the workflow yourself, from a record or globally
• On a schedule: run every N days, hours, or minutes, or on a custom cron expression
• Webhook: an external service calls your webhook URL
• Sequence: the workflow runs as a step inside an outreach sequence
• Enrichment: the workflow runs when a record is enriched (for example, when enrichment finds an email address)

Workflow actions

Actions define what the workflow does after it starts. See Setting workflow actions in Dalil for the complete catalog. The main groups are:

Entity actions

• Create, Update, or Delete Record
• Search Records
• Bulk Update / Bulk Delete Records

Task actions

• Create Task
• Complete Task

Pipeline actions

• Create/Update Pipeline Record
• Update, Delete, or Find Pipeline Records
• Bulk Update / Bulk Delete Pipeline Records

Sequence actions

• Add to Sequence Campaign
• Pause Sequence Person
• Exit from Sequence Campaign

AI actions

• AI Agent: give an AI agent a prompt and use its output in later steps
• AI CRM Agent: an AI agent that can read and act on your CRM data

Other actions

• HTTP Request: call an external system
• Enrich data: run enrichment on a record
• Calculation steps: Formula, Aggregate Values, Random Number, Adjust Time
• Form: pause and ask a teammate for input
• Comment: annotate the workflow canvas

Outbound messages (email, WhatsApp, LinkedIn) are sent through Sequences: a workflow enrolls the contact with Add to Sequence Campaign, and the sequence handles the messaging, sender rotation, and scheduling.

Workflow logic and conditions

Workflows often require decision logic to determine what actions should run.

Dalil includes several flow control tools:

• Filter: stop the workflow for records that don't match specific conditions
• If / Else: create two conditional branches
• Switch: branch into multiple paths based on a value
• Iterator: loop through lists of records
• Delay: pause workflow execution for a defined period

See Leveraging workflow logic for examples of each.

Example workflow: Closed deal automation

Trigger: Pipeline record is updated (Opportunity)

Condition (filter): Stage = Closed Won

Actions:

1. Add the contact to an onboarding sequence
2. Create a task for the account manager

This automation ensures that every new customer immediately enters the onboarding process and someone owns the follow-up.

Example workflow: New lead assignment

Trigger: Record is created (Person)

Actions:

1. Update the record to assign an owner
2. Add the person to the sales pipeline
3. Add the contact to a follow-up sequence

This ensures that every new lead is automatically routed into the sales process.

How workflows connect to CRM records

Dalil workflows operate directly on CRM entities:

• People
• Companies
• Opportunities
• Tasks
• Notes
• Pipelines
• Sequences

This deep integration allows automation to respond to real sales activity and maintain consistent CRM data.

For example, when a new lead is created from a conversation, a workflow can automatically assign a sales owner, add the lead to a pipeline, and enroll the contact in an outreach sequence.

Key outcome

Dalil Workflows transform the CRM into an automated sales operating system.

By combining triggers, actions, and logic, teams can automate repetitive tasks, maintain accurate data, and ensure that every lead and opportunity follows the right process.