- Pick the trigger. Record-based (Lead created, Invoice paid) or schedule-based (every Monday 9am).
- Add a condition. "If lead score > 70" or "If country = MX". Conditions short-circuit — false means skip the rest.
- Add actions. Send email from a template, create task, update record field, post to webhook, ping Slack, run an AI agent.
- Branch. Add a "split" node. Each branch is independent — useful when one trigger needs different actions per segment.
- Delay nodes. "Wait 24h" / "Wait until business hours". Useful when you want to follow up after a beat, not instantly.
- Test mode. Run the workflow with a synthetic record. Inspect what each step would do; no real side effects.
Build a custom workflow
Drag triggers and actions onto a canvas. Branch with conditions.