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Workflows

Automate your business processes with custom workflows and triggers.

All Workflows
NameTriggerTargetLast RunStatusEnabled
Welcome Email on New LeadRecord CreatedContactsMar 6, 2026Active
Deal Won NotificationStage ChangedDealsMar 5, 2026Active
Task Overdue ReminderDate BasedTasksMar 6, 2026Active
Follow-up After MeetingRecord CreatedMeetingsFeb 28, 2026Draft
Assign Round RobinRecord CreatedContactsMar 1, 2026Paused
Renewal ReminderDate BasedDealsMar 4, 2026Active