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WorkflowsFeature guide · Catalog updated

Automation triggers, actions, and delays

Follow up on contacts and form submissions with reusable workflows.

  • Create, preview, edit, pause, archive, and manage automations, and review their metrics.
  • Trigger a workflow when a contact is created, added to or removed from a list, updated, or submits a form.
  • Filter triggers using segments, contact properties, and form answers.
  • Send customer or team email, notify Slack, or call a webhook.
  • Run actions immediately, after a delay, or at a time stored in a field.
  • Configure email credentials and publish test events before using a workflow.

Availability and limits depend on your plan and connected services. See pricing for current plan details.