Creating a Workflow
Last updated
Last updated
When you're ready to build your first , follow the steps in this guide.
Note: If you're looking for a detailed breakdown of what each node does (e.g. AI for Accounts, Conditions, Salesforce, etc.) — check the doc.
Go to the Workflows, and click “Create Workflow”. You’ll be dropped into a blank canvas where your automation begins to take shape.
Click the Pencil button at the top to name your workflow. Keep the name descriptive — for example, “Sync New Accounts to Salesforce” — so it's clear what the workflow is doing.
Start by defining which records your workflow will use. This is done with the View Node, which serves as the entry point for every workflow and cannot be deleted. It determines the exact set of records that will flow through your logic—so it's crucial to get this step right to ensure that everything downstream works as intended.
Think of it as your data filter: you're telling the workflow “only run for these specific records.”
You need to pick either an existing view, or create a custom view for this specific workflow. To do that, click on the View node. After you select a View inside a workflow, it becomes the input that every following node operates on.
Custom view is edited directly inside the workflow.
Here’s what you should know about Custom Views:
They behave exactly like saved views, but only exist inside that specific workflow
You can edit filters directly within the View node
They won’t show up under your main Views tab, and they’re not reusable
Use custom views when you're building something workflow-specific and don’t need to use the same filter logic anywhere else.
After you chose a type of view, click "Save Changes"
Your workflow will now only run on records that match the filters in the selected view.
Next, click the “Action” node below the View block to add your first action.
You’ll see two categories. You can read more about each node in a dedicated doc:
Transformations — logic or enhancements you can apply
Destinations — tools you can send data to
Before running your workflow, it’s highly recommended to Preview Results:
Click "Save Workflow" button to save the workflow first
Then click the "Preview Results" button at the top
You’ll get a confirmation modal — hit Confirm. Previewing a workflow doesn't trigger any actions on the real dataset. It only enables you to preview the workflow's logic.
The system will simulate the run and show you which records match your logic
This gives you confidence before running your workflow.
Click "Run once" button, to run the workflow on your dataset.
If you don’t have any views yet, go to the Views tab to create one. You can use to get more information.
If you want to run this workflow on a schedule (daily, weekly, etc.), you can set up automation by clicking Settings button on top right corner. More details in this .
