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Create Your First Automation
Build one small trigger–condition–action workflow.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Pick a repeatable process
A new lead is a useful example: capture the record, assign the right person and create a follow-up. Supported triggers and actions depend on your setup.
Test before expanding
Check that the trigger fires, conditions match the right records and the intended owner receives the task. Confirm the result with a real team member.
Trigger: new leadCondition: relevant sourceAction: assign ownerAction: create follow-upReview result
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