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Workflow Builder
Components
Templates
π Triggers
π
Form Submission
When a form is submitted
π§
Email Received
When an email arrives
π
Webhook
HTTP request received
β°
Schedule
Time-based trigger
π€
CRM Update
Contact or deal changes
π
File Upload
File added to system
β‘ Actions
π€
Send Email
Send email message
π¬
Send SMS
Send text message
π€
Create Contact
Add new contact to CRM
βοΈ
Update Contact
Modify contact details
π·οΈ
Add Tag
Tag contact or deal
β
Create Task
Add task or reminder
π
Send Webhook
POST data to URL
βΈοΈ
Wait/Delay
Pause workflow execution
π Conditions
π
If/Then
Conditional branching
π
Filter
Data filtering logic
ποΈ
Switch
Multiple path routing
π
Loop
Repeat actions
π Integrations
βοΈ
Salesforce
CRM integration
π§‘
HubSpot
Marketing automation
π΅
Mailchimp
Email marketing
π¬
Slack
Team communication
π
Google Sheets
Spreadsheet operations
β‘
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