Automating with workflows

Triggers, logic and actions, testing, approvals and following every run.

Lesson
4/4
Reading time
8 min
Sections
2
Through the course
100%

Workflows react to changes across your modules and do the follow-up for you, from a team alert to a click run or a CRM update.

Step by step

  1. 1Pick a triggerA module event, a schedule, an incoming request or a manual run.
  2. 2Add logicConditions, branches, loops, waits and approvals.
  3. 3Add actionsNotify the team, act in another module or call any address.
  4. 4Test, then turn onA test run shows every step’s input and output without sending anything.

Safe by design

  • Every save is a version you can restore.
  • Secrets are encrypted and never shown again.
  • Approvals pause risky steps until a teammate agrees.

Lesson 4 of 4

Automating with workflows