Introducing workflows

What can I do with workflows?

Create workflows in minutes to save you hours!
Automate the sending of emails to notify your users when things change in your app (e.g. approvals, updates, status changes, new accounts etc.).
You can also trigger webhooks to integrate with third party services (although you might want to use our Zapier integration for this instead).

When an Application record is updated
Send an email to the applicant
Trigger a webhook

Conditional Logic

Get sophisticated with conditional logic

Workflows can be triggered whenever any of your data records are created, updated or deleted. However, you can add conditional logic to make them much more sophisticated:

  • ‘Fields to watch’ → only run the workflow if a particular field is updated
  • ‘Only continue if’ → the record has a particular value for a field (e.g. the ‘Status’ column) or the record was updated by an internal user whose first name is Waldo

Get Personal

Add the personal touch with dynamic variables

Want to notify a user when their account has been approved? As well as setting up conditional logic to only send an email upon account approval, you can also personalise the email they receive with dynamic variables (e.g. pull in their first name, last name & favourite colour)

Just one click away

On-demand workflows

Enable your team or customers to trigger workflows in one-click. Simply add a button to a record page that triggers an on-demand workflow. For example, add a button that sends an email to users to remind them to complete registration.

When the approve button is clicked
Send an email to the user
Trigger a webhook