Workflows and rules
When this happens, do that — enrolment, waiting, branching, human approval steps. Automation a person can read back a month later.
Common questions
What can trigger a workflow?
Anything the system records as an event — a lead arriving, a stage changing, a job completing, an invoice ageing, a form being submitted, a scheduled date passing. Rules react to what happened rather than checking on a timer.
Can a workflow ask a person before it continues?
Yes. A human approval step pauses the workflow, assigns a task, and resumes with the answer — so automation covers the routine parts without making decisions that need judgement.
Not sure which parts you need?
Most people need about a third of this and are not sure which third — and nobody works that out from a list. Create a free account today and look around; it costs nothing and you do not have to talk to us first.