Workflow Examples
Common automation patterns and real-world examples
Automation: 5 pages
These patterns show how the available triggers and actions fit together. Field and module names are examples — use the ones in your workspace.
Sales Workflows
Website Lead Welcome
Start every new website lead on a welcome sequence.
Trigger: Module trigger — Leads, Created
Conditions: Source equals "Website"
Steps:
1. Enroll in Sequence — "New lead welcome"
Large Deal Review
Route big deals to a manager before they move forward.
Trigger: Module trigger — Deals, Status updated
Steps:
1. Condition: Deal value greater than 50,000
Then:
2. Request approval — "Review large deal"
Otherwise:
3. Module action — update the deal's Review field to "Standard"
Closed-Won Handoff
Create the delivery record as soon as a deal is won.
Trigger: Module trigger — Deals, Status updated
Conditions: Status equals "Won"
Steps:
1. Module action — create a record in Projects,
with Name set from the deal name
Content Workflows
Review Before Publishing
Require sign-off when a document is ready for review.
Trigger: Document trigger — Status updated
Status filter: In Review
Steps:
1. Request approval — resource type collab_doc, action type publish
Social Post Sign-Off
Get an approval on every LinkedIn post that moves to review.
Trigger: Outreach trigger — Status changed
Content type filter: LinkedIn
Status filter: Review
Steps:
1. Request approval — "Approve LinkedIn post"
Promote New Blog Posts
Draft a companion social post whenever a blog article is published.
Trigger: Outreach trigger — Status changed
Content type filter: Blog
Status filter: Published
Steps:
1. Outreach action — create a LinkedIn item in Draft
Operations Workflows
Urgent Request Escalation
Flag urgent requests the moment they arrive.
Trigger: Module trigger — Requests, Created
Steps:
1. Condition: Priority equals "Urgent"
Then:
2. Module action — update the triggering record,
Status = "Escalated"
Acting on Approval Decisions
Follow through automatically once someone decides.
Trigger: Approval trigger — Rejected
Resource type filter: collab_doc
Steps:
1. Module action — create a record in your follow-up module
noting that the document needs revision
Data Hygiene
Catch incomplete records as they're created.
Trigger: Module trigger — Contacts, Created
Conditions: Email is empty
Steps:
1. Module action — update the triggering record,
Data quality = "Missing email"
Tips for Building Workflows
Start simple
Begin with one trigger and one action. Add Condition steps once you've seen the flow run.
Use trigger conditions
Filter at the trigger so the flow only runs for records that matter, instead of branching on every change.
Name flows clearly
Use a consistent naming convention:
- "Sales: website lead welcome"
- "Content: LinkedIn post sign-off"
- "Ops: urgent request escalation"
Monitor and iterate
Review each flow's Runs panel regularly, and adjust conditions and actions based on what you see.
Need help building a specific workflow? Contact our support team for guidance.