Workflow Automation
Section: Integrations & AI
URL:/admin/workflow_automation
Page title: Workflow Automation
Overview
Workflow Automation lets you build visual, event-driven automations using a drag-and-drop Drawflow editor. Workflows are triggered by events on over 50 CRM entity types — leads, tasks, projects, contracts, invoices, clients, and more — and can send emails, update records, assign tasks, or call webhooks.
Business value
Eliminates repetitive manual steps by codifying your business rules into automated flows that run in the background every time a relevant event occurs.
- Who uses it: CRM admins, operations managers, sales managers, IT
- Key benefit: Staff focus on work that requires judgement; routine follow-up, data entry, and notifications happen automatically.
- Metrics it influences: Response time to lead events, task completion rate, process adherence rate
Typical use cases:
- When a lead status changes to "Proposal Sent", automatically create a follow-up task for the assigned rep in 3 days
- When an invoice is marked Overdue, send a payment reminder email to the client automatically
- When a contract is signed, notify the operations team and create an onboarding project
- When a support ticket is opened by a VIP client, escalate priority and notify the account manager
Accessing this module
From the admin sidebar, navigate to Workflow Automation, or open the URL directly:
/admin/workflow_automation
Workflow builder
The visual Drawflow editor renders a canvas where you connect trigger and action nodes:
| Node type | Description |
|---|---|
| Trigger | The CRM event that starts the workflow (entity created, status changed, field updated, etc.) |
| Condition | A branch that checks a field value before proceeding |
| Send Email | Sends a templated email to a recipient derived from the triggering record |
| Create Task | Creates a task and assigns it to a staff member |
| Update Field | Updates a field on the triggering or related record |
| Webhook | Fires an HTTP request to an external system |
| Wait | Introduces a time delay before the next node executes |
Supported trigger entities (partial list)
Leads, Clients, Opportunities, Contracts, Invoices, Payments, Tasks, Projects, Tickets, Proposals, Estimates, Expenses, Staff, Recruitment, Warehouse, Manufacturing Orders, and more.
Common actions
- Create workflow — click Add Workflow, name it, and open the visual builder.
- Add trigger — select the entity type and the specific event (created, updated, status changed, etc.).
- Add action nodes — connect actions to the trigger; branch with conditions for multi-path flows.
- Test workflow — use the test mode to simulate a trigger event before going live.
- Activate / deactivate — toggle a workflow on or off without deleting it.
- View execution history — the automation history log shows every run, its outcome, and any errors.
- Manage email templates — create reusable email templates used by Send Email nodes.
Source: crm-connect-main/app/modules/workflow_automation