Workflows

Why use this

You build step sequences with triggers, branches, and actions via drag and drop.

Benefits:

• Visual builder, no code
• Triggers on lead, form, time, or manual
• Watch live runs in /queue

What this is

Workflows is the visual drag-and-drop builder for step sequences with triggers, branches, and actions.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Drag triggers (lead added, form submit, time elapsed, manual).
• Drag actions (send email, add tag, create task, run mission).
• Branch on conditions.
• Run and watch live in /queue.

How to use it

1. Open /workflows.
2. New workflow.
3. Drag trigger, drag steps.
4. Save and enable.

Rules and limits

• Approval steps pause until /approvals action.