What it is

A graph you draw. Something happens (a trigger), something is checked (a condition), things follow (actions).

Why use it

A sequence sends messages on a timer. A workflow can branch — do this for a customer with a tag, that for one without.

Example

Tag added "solar-interest" → has tag "existing-customer"? → if yes, enrol in the upgrade sequence; if no, move the deal to New inquiry and raise a task.

Steps

1. Open Workflows and create one.
2. Drag a trigger onto the canvas.
3. Add conditions and actions.
4. Dry run it.
5. Publish.

Terms

Trigger

What starts it — a contact created, a tag added, a deal moved, a form submitted.

Dry run

Shows what would happen without doing it.

Common problems

Some nodes warn about a per-action charge.

Those route through an external CRM and cost money each time. Their local equivalents do the same job at no per-action cost — prefer them unless you specifically need the external system updated.

Could two workflows trigger each other forever?

No. Chains stop automatically after a few links, and a warning is logged.