Automations

Build your first automation

Choose a trigger, add one useful action and test with a sample deal.

4 min read · Updated August 2026

Start with a small automation that removes a real repetitive task. A simple workflow is easier to verify and earns trust faster than a complicated sequence.

01

Choose the trigger

  1. Open Automations and create a workflow.
  2. Choose the event that should start it, such as a deal entering Proposal sent.
  3. Add conditions that keep unrelated records out.
02

Add the action

Create a follow-up activity, update a field, send a notification or prepare an email. Give each action an owner and delay when timing matters.

03

Test before enabling

  1. Run the workflow with a sample record.
  2. Confirm the conditions and action output.
  3. Check that running it again will not create unwanted duplicates.
  4. Enable it and review the first live runs.