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Action Flows

Build multi-step automations that run automatically when records are created, updated, or change.

Key Concepts

Before diving into the screens, here's what each term means in plain English.

Action Flow

A multi-step automation triggered by record events. It runs a sequence of actions automatically when a trigger fires and conditions are met — like a workflow engine.

Trigger

The event that starts an action flow. Options include record creation, record update, or specific field changes.

Condition

Optional filter applied after the trigger fires. Only records matching the condition continue through to the action.

Action

What the flow does when the trigger fires and conditions are met — update fields, send an email, call a webhook, etc.

Canvas

The visual workspace where you connect Trigger, Condition, and Action nodes to design the flow.

Action Flows List

SettingsAction Flows

This page shows all action flows configured in your workspace. Action flows are event-driven automations that run in the background when records are created or updated.

Action Flows page showing an empty table with Action Flow Name, Module, Last Modified By, and Status columns
No action flows configured yet — click Add Action Flow to create one

Table Columns

ColumnDescription
Action Flow NameThe flow's display name.
ModuleWhich module triggers this flow.
Last Modified ByWho last updated this flow.
StatusWhether the flow is currently active or inactive.

Available Actions

ActionHow
Create an action flowClick the "Add Action Flow" button (top right)
Edit an action flowClick the flow's name in the table
Enable/disable a flowToggle the Status switch in the table row

Creating an Action Flow

Click "Add Action Flow" to open a dialog where you define the flow's basic details. After clicking Next, you'll configure the trigger, conditions, and actions in the visual builder.

Create Action Flow dialog with fields for Name, Module dropdown, and Description textarea
Enter a name and select a module — the description is optional

Form Fields

FieldRequiredDescription
NameRequiredA descriptive name for this flow (e.g., "Send Welcome Email on Lead Create").
ModuleRequiredThe module whose records trigger this flow. Options: Lead, Contact, Deal, Account.
DescriptionOptionalA brief explanation of what this flow does. Max 250 characters.

Steps

  1. 1Click "Add Action Flow" on the Action Flows page
  2. 2Enter a descriptive name for the flow
  3. 3Select the target module from the dropdown
  4. 4Optionally add a description
  5. 5Click "Next" to open the visual flow builder

Action Flow Builder

SettingsAction FlowsCreate Action Flow

The flow builder is a visual canvas where you design your automation as a sequence of connected nodes: Trigger → Condition → Action. Each node represents a step in the flow.

Action Flow Builder showing a visual canvas with three connected nodes (Trigger, Condition, Action), canvas controls, and a right panel for trigger selection
Three connected nodes on the canvas — configure each one to build your automation

Page Header

ElementDescription
Module NameThe module this flow is triggered by.
Flow NameEditable — click to rename the flow.
"Unsaved changes"Indicator that appears when you have unpublished modifications.
DescriptionEditable description field.
CancelDiscard changes and return to the Action Flows list.
PublishSave and activate the flow.

Canvas Elements

ElementPurpose
Trigger nodeThe starting point — defines what event starts the flow.
Condition nodeOptional filter — only records matching criteria proceed to the action.
Action nodeWhat happens when the flow runs — the automated operation to perform.
Edges (connecting lines)Show the flow direction from trigger through condition to action.

Canvas Controls

ControlWhat It Does
Zoom InIncrease the canvas zoom level.
Zoom OutDecrease the canvas zoom level.
Fit ViewAuto-zoom to fit all nodes in the viewport.
Toggle InteractivityEnable or disable canvas panning and node dragging.

Flow Triggers

Click the Trigger node on the canvas to open the trigger selection panel on the right. Choose when this action flow should run.

Available Triggers

TriggerWhen It Fires
On CreateTriggered after a record is created in the module.
On UpdateTriggered after a record is updated in the module.
On Create or UpdateTriggered on both record creation and updates.
On Field ChangeTriggered when specific fields are modified. Requires selecting which fields to watch.

Trigger Panel

  • Heading: "Trigger — Choose when this action flow should run"
  • Four trigger options displayed as selectable cards
  • Select one trigger — it highlights to show your selection
  • "Next: Conditions" button at the bottom (disabled until a trigger is selected)

Steps

  1. 1Click the Trigger node on the canvas
  2. 2The trigger selection panel opens on the right
  3. 3Select one of the four trigger options
  4. 4Click "Next: Conditions" to proceed to the condition configuration
  5. 5Define any conditions (or skip to apply to all records)
  6. 6Configure the action node with what should happen

Tip: Use "On Field Change" when you want the flow to run only for specific field transitions — like when a Deal's stage changes to "Closed Won" rather than on every update.

Real-World Use Case

E-commerce company — automating order fulfillment

An e-commerce company receives dozens of orders daily. When an order's payment is confirmed, several things need to happen automatically: the warehouse team gets notified, inventory is updated, and the customer receives a confirmation. Instead of relying on someone to trigger each step manually, action flows handle it.

  1. 1Create a flow "Payment Confirmed → Notify Warehouse" on the Orders module
  2. 2Set trigger to On Field Change: Payment Status changes to "Confirmed"
  3. 3Add a condition: Order Total is greater than $0 (skip $0 orders like free samples)
  4. 4Configure the action to send an email to the warehouse team with order details
  5. 5Create a second flow "Payment Confirmed → Update Inventory" with the same trigger
  6. 6Configure the action to update the Stock Level field on related Product records
  7. 7Create a third flow "Order Shipped → Notify Customer" triggered when Shipping Status changes to "Shipped"
  8. 8Configure the action to send a customer-facing email with tracking information

Adapt this for your team: Action flows automate any multi-step process triggered by data changes. A recruitment agency can auto-send offer letters when a candidate's status changes to "Selected". A property manager can trigger maintenance workflows when a tenant submits a request. A school can auto-notify parents when attendance is marked. If your team does the same steps every time a record changes, an action flow can do it for them.

Common Workflows

Create a flow to send a welcome email on Lead creation

  1. 1Go to Settings → Action Flows
  2. 2Click "Add Action Flow"
  3. 3Name it "Welcome Email" and select Lead as the module
  4. 4Click "Next"
  5. 5Click the Trigger node and select "On Create"
  6. 6Click "Next: Conditions"
  7. 7Skip conditions (or add criteria like "Source equals Website")
  8. 8Configure the Action node to send an email
  9. 9Click "Publish"

Create a flow to update a field when a Deal is won

  1. 1Go to Settings → Action Flows
  2. 2Click "Add Action Flow"
  3. 3Name it "Mark Won Date" and select Deal as the module
  4. 4Click "Next"
  5. 5Click the Trigger node and select "On Field Change"
  6. 6Configure the field change: Stage changes to "Closed Won"
  7. 7Click "Next: Conditions"
  8. 8Skip conditions (apply to all won deals)
  9. 9Configure the Action node to update the "Won Date" field to today's date
  10. 10Click "Publish"