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Coeffection

Workflow Automation

Workflow Automation#

Workflows let you automate repetitive actions in response to events in Coeffection. A workflow has a trigger (something that starts it), one or more conditions (optional filters that must be true), and one or more actions (what to do). Workflows run server-side, in the background, and are logged so you can debug them.

Common use cases: send a welcome email when a lead is created, create an onboarding project when a contract is signed, alert a manager when a deal has been stalled for 7 days, or assign a high-score lead to a specific rep.

Workflow Builder — New Lead → Welcome Email

Trigger

Lead Created

When a new lead record is saved

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Condition

Lead Score ≥ 50

Only proceed if score threshold met

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Action 1

Send Email

Template: "Welcome — Thanks for your interest"

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Action 2

Create Task

"Follow-up call" · Assigned to lead owner · Due in 2 days

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End of Workflow

Available triggers

Record Created
Record Updated
Field Value Changed
Status Changed
Pipeline Stage Changed
Task Completed
Case Escalated
Contract Signed
Invoice Overdue
Lead Score Threshold
Scheduled (Recurring)
Webhook Received

Available actions

Send Email
Send SMS
Create Task
Create Case
Update Field
Assign Owner
Add to Sequence
Send Slack Message
Call Webhook
Create Opportunity
Add Note
Change Status
  1. 1Go to Settings → Workflows and click + New Workflow.
  2. 2Name your workflow and select the trigger event from the dropdown.
  3. 3Optionally add condition blocks to filter which records the workflow applies to.
  4. 4Add one or more action blocks and configure each one.
  5. 5Click Activate to enable the workflow. It will begin running on new events immediately.
  6. 6Monitor execution history from the Runs tab on the workflow detail page.
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Workflows run asynchronously. There may be a delay of a few seconds between the trigger event and the action completing. Do not rely on workflows for real-time UX feedback.