Workflows are a Premium tier feature. If you'd like access to workflows to automate your processes, let us know.
If you're like many other organisations, you probably have a lot of manual tasks you need to do every day/week/month.
Manual tasks usually end up getting in the way of making a difference, so we built a workflows products specifically to automate many of the manual data tasks you do every day.
link How workflows work
Workflows are made up of triggers, filters, and actions.
link Triggers
Triggers are what cause a workflow to run. For example, a trigger could be every time a particular donation form is submitted.
The following triggers are supported:
- On form submission
- On record create
- On record update
- More to come!
link Filters
Filters let you only run your workflow when certain criteria are met. Using the form submission example above, you could add a filter to only run the workflow if the donation amount is more than £100.
The filters you can add depend on the trigger you're using, see the individual trigger articles to see more information.
link Actions
On to the fun stuff. Actions are the things that actually happen when a workflow is triggered, once the filters have passed. This is where the automation kicks in - you can execute one or more actions to do something you would usually have done manually.
The actions you can add depend on the trigger you're using, see the individual trigger articles to see more information.
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Frequently asked questions
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Workflows sound great! But I need a trigger that isn't yet supported.
We'd love to hear from you! Please let us know at [email protected] - we're going to be improving this feature directly based on feedback and real-world use-cases.