Workflow
11 articles
Developer Resources
Workflow AI
- Workflow Trigger - Opportunity ChangedManaging opportunities efficiently is essential for maintaining an organized and effective sales pipeline. The Opportunity Changed workflow trigger allows you to automate actions whenever an opportunity record is updated. This ensures real-time responsiveness when changes occur within your pipeline.
- Temporarily Disable Actions in a WorkflowTemporarily disable any action in a workflow without deleting or disconnecting it. This makes testing, debugging, and iterating safer and faster, then re-enable the step when you’re ready. TABLE OF CONTENTS - What are Pause Workflow Actions? - Key Benefits of Pause Workflow Actions - Enable/Disable
- Copy Workflow Actions Across WorkflowsExperience faster, more consistent workflow building with the ability to copy workflow actions across workflows. Reuse single actions or entire action blocks within the same account, paste with a click, and maintain standardized setups without rebuilding steps from scratch. TABLE OF CONTENTS - What
Workflow core
Workflow Actions
- Workflow Action - AI AgentThe AI Agent workflow action helps you automate multi-step tasks inside Workflows using plain-language instructions and selected tools. Instead of building every step manually, you configure one AI Agent action to decide what to do, which tools to use, and what inputs to provide during execution. Th
- Workflow Action - AI Intent DetectionThe AI Intent Detection action analyzes text to automatically determine sentiment and categorize it as POSITIVE, NEGATIVE, or NONE. This premium workflow action replaces legacy intent detection inside conditional logic and provides a simpler, more accurate way to automate responses based on customer
- Workflow Action - AI Decision MakerThe AI Decision Maker allows you to automatically route contacts through different workflow paths based on engagement, company size, behavior, and other data points. Instead of building complex logic trees with multiple conditions, you can provide plain-English instructions and let AI determine the
- Workflow Action - Create & Update Multiple Rows in Google SheetsWorkflow Action - Create & Update Multiple Rows in Google Sheets helps you create new spreadsheet entries or update existing ones in bulk within a single workflow. This article covers what the feature does, when to use each action type, and how to set it up correctly in Google Sheets. TABLE OF CONTE
- Workflow Action - Email VerificationEmail Verification in Workflows helps validate contact email addresses before email-related workflow steps run. By checking email quality before sending, you can reduce bounces, protect sender reputation, and improve the quality of automated outreach. This article explains what the Email Verificatio
- Linear Integration in WorkflowsWorkflows • Integrations • Linear Linear Integration in Workflows Connect customer-facing workflows with Linear so product and engineering activity can become part of your automations. Linear triggers can start workflows when supported events happen in Linear, while Linear actions can create, update