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Workflows

Before you create anything, the page invites you to build your first workflow:

Workflows empty state

Once you have workflows, they are listed in a table:

Workflows list

Overview​

A Workflow automates what happens after an event in your CRM. For example, when a new lead arrives you can have LeadX send a follow-up message, assign the lead to a team, or update a field, without anyone doing it by hand.

Workflows are built visually from nodes joined by connections.

Access​

  • Navigation path: Sidebar > Automation > Workflows
  • Route: /workflows
  • Access: available to every member.

What Users Can Do​

  • create a workflow
  • choose the trigger that starts it
  • build the steps visually on the workflow canvas
  • turn a workflow on or off
  • edit or delete an existing workflow

Steps To Add A Workflow​

Workflows are built on a canvas:

Workflow builder

  1. Click Add Workflow.
  2. Enter a Workflow Name.
  3. Set the trigger — choose what it triggers on (Contact, Lead, Product / Service, Segment or Cron / Schedule) and when (for example Created or Updated).
  4. Add the steps you want to run, connecting them on the canvas.
  5. Click Save.
  6. Click Publish when you are ready for the workflow to start running.

Node Types​

The canvas legend shows what each kind of node does:

  • Trigger — starts the workflow; it only has output connections
  • Event — waits inside the flow
  • Condition — branches paths
  • Action — does work, such as updating a field
  • End — stops a path

Load Sample​

The Load Sample option fills the canvas with a ready-made flow you can study or adapt, such as Lead Fields Chain, Lead Fields Parallel, Contact Fields Chain or Contact Fields Parallel.

Table Details​

The workflow list shows:

  • Workflow Name
  • Trigger
  • Status
  • Nodes
  • Edges
  • Updated At and Last Updated By
  • Actions

Helpful Notes​

  • A saved workflow stays in Draft status until you publish it, so it will not run yet.
  • Nodes and Edges describe the size of the workflow — the steps it contains and the connections between them.
  • A published workflow can send real messages to real people, so review it carefully before publishing.