Automate the busywork on one canvas.
Connect a trigger to conditions and actions and watch the whole path at once. Branch on deal value, enrich on creation, chase the silence, hand off to a sequence, all without anyone remembering to do it.
- 50+ triggers and actions
- Test on one record first
Workflows · Deal value routingWhat teams automate first
The jobs that only get done when someone remembers.
Route new leads instantly
Assign by region, segment or workload the moment a record is created, so nothing sits unowned overnight.
Chase the silence
When a deal stops moving, create the task and tell the owner, rather than hoping someone notices on Friday.
Keep data honest
Enrich on creation, normalise fields and fill gaps automatically, so reporting is not built on half-empty records.
Hand off to outreach
Start a multichannel sequence off the back of a stage change or a reply.
Tell the room
Post to Slack when a deal is won, a big opportunity appears, or a key account goes quiet.
Escalate by value
Branch on deal size so the big ones get a person and the small ones get a nurture track, without a manual triage step.
01Pick a trigger
Start from the moment that matters
A stage change, a new contact, a form fill, a reply, a field update, a schedule. More than fifty triggers can start a workflow, so it runs the instant the thing you care about happens.
- Stage changes, new contacts and field updates
- Replies, email opens and form submissions
- Schedules, webhooks and manual runs
02Add the conditions
One workflow, a different path for every record
Branch on any CRM field, enrichment value or behaviour, with as many paths as you need. A $200k deal and a $2k deal do not get the same treatment, and nobody has to triage them by hand.
- Conditional branching on any field
- As many paths as you need
- Test a record against the rule as you build
03The library
Enough building blocks to cover the day job
Fifty-plus triggers and a deep action list, from sending an email to enriching a contact, scoring a deal or posting to Slack. Most of what a team does by hand every week is a two-node workflow.
- 50+ triggers to start a flow
- Actions across CRM, outreach and Slack
- Anything past this becomes a Claude Skill
04Confidence
See the path before you trust it
Run a workflow against a single record and watch which branch it takes. Once it is live, run history shows every record that entered, the path it followed and anything still waiting on a timer.
- Test on one record before going live
- Run history for every record
- Pause and resume without deleting
Elise Moreau- 5×
- more tasks automated per rep
- 50+
- triggers and actions to build from
- <10 min
- to build and test a full workflow
On the route
Workflows works at every stop. From the first signal to the signed deal.
Questions
Workflows, explained
How long does a workflow take to build?
Usually under ten minutes. You pick a trigger, add the conditions that matter, drop in the actions, and test it on a single record before it goes anywhere near the rest of your pipeline.
What can start a workflow?
More than fifty triggers, including deal stage changes, contact creation, email opens, form submissions, field updates, replies received, schedules and webhooks.
Can one workflow do different things for different records?
Yes. Conditional branching routes each record down its own path based on any CRM field, enrichment value or behaviour, so a $200k deal and a $2k deal do not get the same treatment.
Can I see what a workflow did?
Run history shows every record that entered, the path it took and where it currently is. Anything mid-flight, such as a wait step, is visible rather than hidden.
What if I need logic the canvas cannot express?
That is what Claude Skills are for. Loops over related records, external API calls mid-flow and AI judgement on free text live there, and the two work alongside each other.
Can I pause one without deleting it?
Yes. Turn any workflow off and back on whenever you like. Records already mid-flight are shown in the run history so you know what is in the air.
Workflows
Build it once. Never think about it again.
Triggers, branches and actions on a canvas you can read at a glance.
50+ triggers and actions · Test on one record first · Pause without deleting