The Workflow Builder (/workflows/builder) is a visual editor for creating and editing automation workflows. Build complex multi-step automations by connecting triggers, conditions, and actions on a canvas.
The builder interface
Canvas
The main area where you build your workflow. Nodes represent triggers, conditions, and actions — connected by lines showing the flow of execution.
Node types
Building a workflow
- Start with a trigger — Every workflow begins with one trigger node (e.g., “Contact created”, “Deal stage changed”)
- Add actions — Drag action nodes from the sidebar and connect them to the trigger
- Add conditions — Insert condition nodes to branch the flow (e.g., “If contact type is Lead → send welcome email, else → skip”)
- Add delays — Insert wait periods between actions (e.g., “Wait 3 days, then send follow-up”)
- Connect nodes — Drag from one node’s output to another node’s input
Available actions
Testing a workflow
Click Test to simulate the workflow with a sample contact. The builder highlights which path the test contact would take and shows what actions would fire — without actually executing them.
AI suggestions
(/workflows/suggestions)
Not sure what to automate? The Suggestions page shows AI-recommended workflows based on your usage patterns:
- “You follow up with new leads manually within 24 hours — automate this?”
- “Deals in ‘Pending’ for more than 7 days never get a check-in — add one?”
Click any suggestion to pre-populate the builder with the recommended trigger, conditions, and actions.
Start simple — a single trigger and one action. Once you’re comfortable, add conditions and delays to create sophisticated multi-step sequences.
