Visual workflows

Branches, parallel steps, approvals, waits and loops on a canvas — tested before they go live.

For: Admins

Steps

Go to Settings → Workflows and select New workflow (or open an automation in the designer from Settings → Automations).
Select the trigger and choose what starts the workflow: an event such as Case created, a schedule, or Run now.
Add steps with Add step: conditions (all or any, with groups), parallel splits and joins, waits, wait until a field matches, approvals, loops, record actions, messages, webhooks, Run AI and sub-flows. Each step is added after the one you selected.
Connect steps by clicking a step's port (Yes, No, Approved, On error …) and then the next step — or pick the next step in the right-hand panel. Outline view lists every step for keyboard and phone use.
Select Test run, pick a sample record and the approval answer: every step shows what it would do, and nothing is sent or changed.
Select Publish. New runs use the new version; runs already waiting finish on the version they started with. Open the Runs tab to see each run step by step, and cancel one if needed.

A workflow has up to 60 steps; loops repeat at most 100 times and sub-flows nest 3 deep.
Add an On error path to a step to handle failures (for example a webhook that does not answer) instead of stopping the run.
Restore any earlier version from the Versions tab, then publish it to roll back.
When a workflow opened from an automation is first published, that automation is switched off so it does not run twice.

Still need help? Contact support

Branches, parallel steps, approvals, waits and loops on a canvas — tested before they go live.

For: Admins

Go to Settings → Workflows and select New workflow (or open an automation in the designer from Settings → Automations).
Select the trigger and choose what starts the workflow: an event such as Case created, a schedule, or Run now.
Add steps with Add step: conditions (all or any, with groups), parallel splits and joins, waits, wait until a field matches, approvals, loops, record actions, messages, webhooks, Run AI and sub-flows. Each step is added after the one you selected.
Connect steps by clicking a step's port (Yes, No, Approved, On error …) and then the next step — or pick the next step in the right-hand panel. Outline view lists every step for keyboard and phone use.
Select Test run, pick a sample record and the approval answer: every step shows what it would do, and nothing is sent or changed.
Select Publish. New runs use the new version; runs already waiting finish on the version they started with. Open the Runs tab to see each run step by step, and cancel one if needed.

A workflow has up to 60 steps; loops repeat at most 100 times and sub-flows nest 3 deep.
Add an On error path to a step to handle failures (for example a webhook that does not answer) instead of stopping the run.
Restore any earlier version from the Versions tab, then publish it to roll back.
When a workflow opened from an automation is first published, that automation is switched off so it does not run twice.

Still need help? Contact support