Workflows
No-code automations that wait for the right moment.
30+ trigger events, 22+ action types, a graph DAG with branch + condition + wait nodes, weekend-skipping waits, and a per-run audit trail. The automation engine bigger CRMs charge enterprise tier for.
30+ trigger events
Deal won/lost/stage-moved, lead scored-above, form submitted, ticket breached-SLA, CSAT received, schedule.cron, manual.run, and 23 more.
Graph DAG with branches
Visual flowchart with action / condition / branch / wait nodes. Up to 100 nodes per segment. Cycle detection prevents infinite loops.
Wait nodes with weekend skip
Wait N minutes, wait until ISO timestamp, or wait and skip weekends. Cadences and renewals respect human schedules.
Anatomy
Every region, explained.
Trigger
30+ events fire workflow runs. Filterable by trigger user list (run only for specific reps).
Conditions
22 operators (eq, neq, gt, lt, in, contains, matches, changed_from, changed_to, is_empty, is_not_empty, and more) with and / or combinators.
Actions
send_email, create_task, move_stage, assign_owner, add_tag, set_field, post_slack, ai.draft_email, webhook, and more. Pluggable action registry.
Branches
Conditional forks: if engagement_score > 80, do A; else do B. Combine with waits for time-delayed branches.
Run audit
Every fire creates a WorkflowRun row. Every node step creates an AutomationRunStep with outcome (success / skipped / failed / waiting) and duration_ms.
Module assignment
Sales / growth / support / finance / ops / cross modules. Filter the workflow library by department.
Deep dive
Everything that's in the box.
Schedule.cron triggers
Run workflows on a cron schedule (daily renewal-check, weekly stale-deal sweep, monthly KPI digest). Tenant timezone respected.
Form.submitted trigger
Fires the moment a public form is submitted. Route, score, assign, notify — in one flow.
Manual.run trigger
Run a workflow on-demand from any record. Useful for one-off playbooks reps can fire from a button.
Webhook action
POST to any external URL with HMAC signature. Retry with backoff. Useful for Zapier, Make, n8n, or your own services.
AI actions (roadmap-active)
ai.draft_email, ai.summarize, ai.classify, ai.next_best_action — register as coming-soon in code, expand the action registry per release.
Triggered-by user filter
Limit a workflow to fire only when specific users perform the trigger action. Useful for rep-specific playbooks.
100-node segment cap with cycle guard
Prevents infinite loops while supporting genuinely complex flows. Branches reset the segment counter.
Workflow run dashboard
Per-workflow run history: when it fired, how it routed, what outcomes per step. Errors surface in red with full payload.
In the wild
How teams use it.
"We replaced six Zapier zaps with one Pulse workflow. Saved $60/mo and got better audit logs."
Carlos R.
Agency, 8 reps
"Weekend-skip waits ended the 'why am I getting CRM emails Saturday morning' complaints from prospects."
Tomás D.
SaaS, 12 reps
"Branches on engagement_score let us route hot leads to AEs and cold ones to nurture in one flow."
Priya K.
B2B SaaS RevOps
Pulse vs. The Old Way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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