Workflow automation for the moments you'd otherwise have to remember
A workflow watches for a trigger on an entity, checks a condition, and runs an action. It is the part of the CRM that does the small, repetitive step nobody wants to be the one who forgets.
Triggers and conditions
A workflow fires on create or update of a given entity, a contact, a lead, a deal. From there, a condition checks a field against a value: equals, does not equal, or contains. A workflow with no condition simply runs on every matching trigger.
Four actions
Create a task, so a step does not depend on someone remembering it. Add a tag, so a segment builds itself as records qualify for it. Assign round robin, so new leads get spread across the team instead of piling on whoever is fastest to notice them. Or set a field, so a status updates itself when the condition that defines it is met.
It never breaks the record it is watching
A workflow failure is swallowed rather than allowed to fail the create or update that triggered it, so a bad rule can misfire without taking down the mutation underneath it. Every run is still counted, so a workflow that never fires or a rule that is misfiring on everything is visible rather than silent either way.
Where it plugs in
A deal reaching a stage, a new lead arriving from a booking, or a contact getting a tag from a form submission can all be the trigger. Any create or update on a supported entity qualifies, whether it came from the CRM’s own UI, a sync, or a write made through the MCP connector.