Automation & integrations / Guide
Workflow Automation Basics
Understand triggers, conditions and actions.
This guide explains concepts and example workflows. Available settings, integrations and steps depend on your plan, configuration and current product release.
Trigger
An event starts a workflow: a new lead, updated contact, submitted form, created ticket or scheduled event, if supported.
Condition
A rule determines whether the next action applies, such as a matching source, department or status.
Action
An action can assign a person, create a task, update a record or send an appropriate communication. Confirm availability in your environment.
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