Incep Digital
GuidesIncep CRM handbook
Automation6 min read

Workflows

Workflows react to things happening in the CRM. A lead arrives, a deal changes stage, an invoice goes overdue, and the workflow does something about it without anyone remembering to.

Building a workflow

/dashboard/automation/workflows

Workflows are built on a canvas: a trigger at the start, then conditions and actions wired together. Each version is saved, so you can see what changed and who changed it.

  1. 1Pick a trigger, for example a lead being created or an opportunity changing stage.
  2. 2Add conditions to narrow when it should run.
  3. 3Add the actions to take.
  4. 4Activate it. Until you do, it is a draft and will not fire.
Automations built from a trigger, conditions and actions.

Starting from a template

/dashboard/automation/templates

Templates are working workflows you can adapt rather than starting from an empty canvas. Usually faster than building the common patterns yourself.

Seeing what happened

/dashboard/automation/logs

Every run is recorded with its outcome and the state at each node. When a workflow does not do what you expected, the execution log is the place to find out why.