A workflow is a trigger followed by one or more actions. This guide walks you through building your first one.
1. Choose a trigger
Pick the event that starts your automation - a new form submission, an incoming email, or a scheduled time.
2. Add actions
Chain the steps that should run: send a notification, update a record, or call another service.
3. Test and activate
Run the workflow with sample data, confirm each step behaves as expected, then switch it live.