Building Your First Workflow
Go to Workflows
From your dashboard, click “Workflows” in the left sidebar to open the workflows page.
Create a new workflow
Click the “New Workflow” button in the top right corner. This creates a blank workflow in draft mode.
Add a trigger
Click “Add Node” in the top left of the canvas and select “Form Submission” under Triggers. Click on the trigger node to select which form should start this workflow.
Add action nodes
Click “Add Node” again to add more nodes. Choose from destinations (Slack, HubSpot, etc.), AI agents, enrichment (Clay), or logic nodes (Filter, Router).
Connect the nodes
Hover over a node to see connection handles. Click and drag from the output handle (bottom) to the input handle (top) of another node to connect them.
Configure each node
Click on any node to open its configuration panel on the right. Set up the required options like selecting a Slack channel or mapping form fields to CRM properties.
Workflow Statuses
Workflows have three possible statuses that control whether they run automatically.- Draft — The workflow is being built and hasn’t been activated yet. Form submissions will not trigger it. This is the default state when you create a new workflow.
- Active — The workflow is live and running. Every time the connected form receives a submission, the workflow will automatically execute all configured actions.
- Paused — The workflow is temporarily stopped. Submissions are queued and can be processed when you resume. A workflow may be paused manually, or automatically if an integration disconnects or hits an error.
Connecting Nodes
Nodes are connected by drawing edges between them. The order of connections determines the flow of data.See connection handles
Hover over a node to see its connection handles (small circles on the edges).
Drop on target
Drop the connection onto an input handle (usually on the top or left) of another node.
Activating & Publishing Changes
Workflows use a draft/publish model to let you make changes safely without affecting the live version.- Draft state — New workflows start as drafts. You can build and test without affecting anything.
- First activation — Click “Activate” to make the workflow live. Your current design becomes the “published” version.
- Making changes — After activation, any edits create “unpublished changes”. The live workflow keeps running the published version.
- Publishing changes — Click “Publish Changes” to update the live workflow with your edits.
- Discarding changes — Click “Discard Changes” to throw away unpublished edits and revert to the published version.
Workflow Settings
Click the gear icon in the workflow toolbar to access settings.- Name — Give your workflow a descriptive name so you can easily identify it in the list.
- Description — Add an optional description to document what the workflow does and any important notes.
Activation Requirements
Before you can activate a workflow, it must meet these requirements:- Has a trigger node with a form selected
- Has at least one action node (destination, AI agent, or enrichment)
- All nodes are properly connected
- Required integrations are connected (shown with a warning if not)
- Required configuration is complete for each node