Workflow Builder
Active
Created byTomas LindqvistCreated12 Aug 2026Last saved2 hours agoExecuted1,248 times
Blocks
Click or drag a block onto the canvas.
Triggers - Leads
Triggers - Contacts & Companies
Triggers - Deals
Triggers - Activities
Triggers - Documents & Contracts
Triggers - Finance
Conditions
Actions
Timing
Canvas
5 steps
Trigger
Deal stage changed
Runs when a deal moves between pipeline stages.
condition
Score threshold
Continue when the score crosses a value.
action
Send notification
Notify a user or channel in-app.
action
Create task
Create a follow-up task and assign an owner.
delay
Wait
Pause the flow for a fixed duration.
End of workflow
Step settings
Select a step on the canvas to edit its settings.
Recent runs
View all| Record | Triggered | Steps run | Duration | Status | Actions |
|---|---|---|---|---|---|
| Northwind Logistics - Renewal | 21 Aug 2026, 09:14 | 5 of 5 | 1.2s | Completed | |
| Meridian Health - Expansion | 21 Aug 2026, 08:47 | 3 of 5 | 0.9s | Failed at webhook | |
| Cobalt Studio - New Business | 20 Aug 2026, 17:02 | 4 of 5 | — | Waiting 2 days | |
| Arclight Media - Upsell | 20 Aug 2026, 11:38 | 5 of 5 | 1.4s | Completed |