Workflows
Automate the busy work — when a record is created or its status changes, create a follow-up task or notify the record's owner automatically.
The problem it solves
Follow-up work — creating a task when a new lead comes in, notifying an owner when a quote is accepted — usually depends on someone remembering to do it manually, which means it happens inconsistently and falls through whenever that person is out.
How it works
- 1Build a workflow that watches a record type for one of two triggers: a new record being created, or its status/stage changing to a specific value.
- 2Add conditions to narrow when it fires — a flat, ANDed list of field checks against the record.
- 3Chain one or more actions to run in order — create a follow-up task, or send a notification to the record's owner or a specific teammate.
- 4Check the workflow's run log to see exactly when it fired, what it did, and why it didn't fire if it didn't.
Who it’s for
Sales and operations teams that want consistent follow-up without manual reminders.
Can workflows run custom code or branch on complex logic?
No, deliberately not in this version — triggers are limited to record creation and status changes, conditions are a flat ANDed list, and actions are limited to creating a task or sending a notification. There's no branching logic, scheduled/time-based triggers, or custom code today.