Introduction to Workflows & Automation

Workflows let you automate repetitive tasks by setting up sequences of actions that run automatically when something happens. Instead of manually logging a lead and sending a follow-up when a form is submitted, a workflow can add the contact, assign it to a team member, and send a personalized welcome message — consistently, every time.

Key benefits

• Increased efficiency: automate time-consuming tasks so your team can focus on higher-value work.
• Improved accuracy: remove manual errors from routine activities.
• Faster response: react to customer interactions instantly.
• Scalability: handle more volume without more manual effort.

Common use cases for a CPR-training business

• Lead management: capture a class inquiry, tag it, and send a welcome message automatically.
• Appointment scheduling: confirm class bookings and send reminders.
• Follow-ups: send a certification-renewal reminder a year after a class.
• Reviews: request a review after a completed class.

Triggers and actions: the core of every workflow

A trigger is the event that starts the workflow — the "if" (for example, a form submission, an appointment booked, or a reply received). An action is the task that runs in response — the "then" (for example, send an email, update a contact, or assign to a team member). A workflow can chain many actions, and can include more than one trigger.

Setting up a workflow

1. Go to the Automation section and open Workflows.
2. Click + Create Workflow. Start from scratch, use a recipe, or pick a template.
3. Choose a trigger (the event that starts it).
4. Add one or more actions (what happens next).
5. Click Save, then use Test Workflow before publishing.

FAQ

Difference between triggers and actions? Triggers start the workflow; actions are the resulting tasks.

Do I need coding skills? No — the builder is visual and requires no code.

How do I manually add a contact to a workflow? Open the contact, click Automation → Add Workflow, choose the workflow, set the start time, and click Add.