⚡ Create a Workflow
Step-by-step guide to building automated workflows.
Overview
This guide walks you through creating a workflow from scratch. Workflows automate actions based on triggers like signals, funnel changes, or schedules.
Step-by-Step Guide
1
Navigate to Workflows
Go to Configuration → Workflows in the sidebar.
2
Click Create Workflow
Click the Create Workflow button in the top right.
3
Name Your Workflow
Give your workflow a descriptive name:
Good: "Alert CSM on Health Drop"
Bad: "Workflow 1"
4
Select Trigger
Choose what triggers the workflow:
- Signal — When a specific signal fires
- Stage Change — When accounts move funnel stages
- Schedule — At specific times
5
Add Filters (Optional)
Add conditions to limit which accounts trigger the workflow (e.g., only Enterprise accounts).
6
Add Actions
Add one or more actions to execute. See action types below.
7
Test Workflow
Click Test to run the workflow on a sample account.
8
Activate
Toggle the workflow to Active and click Save.
Available Actions
| Action | Description | Requirements |
|---|---|---|
| Slack Message | Post to channel or send DM | Slack connected |
| Teams Message | Post to Teams channel | MS Teams connected |
| Send email via SendGrid | SendGrid connected | |
| CRM Task | Create task in CRM | HubSpot/Salesforce connected |
| CRM Field Update | Update account field | HubSpot/Salesforce connected |
| Webhook | Call external API | None |
Example Workflow
Churn Risk Alert Workflow
Trigger: Signal "Churn Risk" fires
Filter: Account MRR > $500
Actions:
- Send Slack message to #cs-alerts
- Create high-priority task in HubSpot
- Update HubSpot field "At Risk" = true
✅ Tip
Start with simple workflows (1-2 actions) and add complexity as you validate they work correctly.