Workflows

A workflow starts with an event: a new contact, a new sales opportunity, a new or changed proposal, a new invoice, a new project, an edited task or an uploaded document. Or simply a fixed point in time – every morning, every week, every month.

Actions follow in the order you define: create or change records, send emails, send invoices, notify colleagues or ask for input in a form. Conditions and loops make sure each action applies only where it belongs.

With an HTTP call, a workflow reports events to other programs – your website, your warehouse or your accounting. Every run is logged, so you can see at any time what happened and when.