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Workflows List

View and manage your automation workflows

Overview

Workflows let you automate repetitive tasks and processes in your CRM.

What workflows automate

Workflows handle routine actions like sending follow-up emails, creating tasks when a deal reaches a certain stage, assigning new leads to team members, updating field values based on conditions, and sending notifications when important events occur. By automating these tasks, your team can focus on building relationships instead of managing busywork.

List View

The workflows page displays all workflows in your organization.

The workflows list shows each workflow as a row with key information visible at a glance. Use this view to monitor which workflows are running, review recent execution history, and quickly enable or disable automations as needed.

Columns

Name — The workflow name and a brief description of what it does.
Status — An active/inactive toggle showing whether the workflow is currently running. Active workflows have a green indicator; inactive workflows are grayed out.
Trigger Type — The event or condition that starts the workflow (e.g., "Company Created", "Opportunity Stage Changed").
Last Run — The date and time the workflow was last executed. Shows "Never" if the workflow has not yet been triggered.
Actions — Quick-action menu for editing, duplicating, or deleting the workflow.

Activating and Deactivating Workflows

Control which workflows are live and processing events.

Each workflow has an active/inactive toggle directly in the list view. Click the toggle to switch a workflow on or off instantly. When you deactivate a workflow, it stops processing new trigger events but does not cancel any actions that are already in progress.

Active Workflows

Active workflows listen for their configured trigger events and execute their actions automatically. A green status indicator shows that the workflow is live.

Inactive Workflows

Inactive workflows are paused and do not respond to trigger events. Use this state when you want to temporarily stop a workflow without deleting it, or while you are still building and testing the workflow.

Start inactive

When creating a new workflow, keep it inactive until you have finished configuring and testing all of its triggers, conditions, and actions. Activate it only when you are confident it will behave as expected.

Workflow Execution Timing

How and when workflows run after being triggered.

Workflows execute shortly after their trigger event occurs. Event-based triggers (such as record creation or stage changes) fire within seconds of the triggering action. Time-based triggers run on their configured schedule.

Event-based execution — Triggers fire as soon as the matching event occurs (e.g., a new company is created). Actions are executed sequentially in the order they are defined.
Scheduled execution — Time-based workflows run at their configured intervals. The Last Run column shows when the workflow last executed.
Action ordering — Actions within a workflow run in sequence from top to bottom. If one action fails, subsequent actions may still execute depending on the workflow configuration.

Building a Workflow— Build automation workflows step by step Trigger Types— Configure triggers for entities and events Actions & Conditions— Set up actions and conditional logic

Email Tracking

Building a Workflow